0001214659-24-006456.txt : 20240410 0001214659-24-006456.hdr.sgml : 20240410 20240409185010 ACCESSION NUMBER: 0001214659-24-006456 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240410 DATE AS OF CHANGE: 20240409 EFFECTIVENESS DATE: 20240410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WisdomTree Trust CENTRAL INDEX KEY: 0001350487 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-132380 FILM NUMBER: 24833845 BUSINESS ADDRESS: STREET 1: 250 WEST 34TH STREET STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10119 BUSINESS PHONE: 212.801.2080 MAIL ADDRESS: STREET 1: 250 WEST 34TH STREET STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10119 0001350487 S000021346 WisdomTree Emerging Currency Strategy Fund C000060975 WisdomTree Emerging Currency Strategy Fund CEW 0001350487 S000026387 WisdomTree Managed Futures Strategy Fund C000079238 WisdomTree Managed Futures Strategy Fund WTMF 0001350487 S000028984 WisdomTree Emerging Markets Local Debt Fund C000088998 WisdomTree Emerging Markets Local Debt Fund ELD 0001350487 S000033843 WisdomTree Emerging Markets Corporate Bond Fund C000104506 WisdomTree Emerging Markets Corporate Bond Fund EMCB 0001350487 S000042991 WisdomTree Bloomberg U.S. Dollar Bullish Fund C000133150 WisdomTree Bloomberg U.S. Dollar Bullish Fund USDU 0001350487 S000043384 WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund C000134336 WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund AGZD 0001350487 S000043390 WisdomTree Interest Rate Hedged High Yield Bond Fund C000134342 WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD 0001350487 S000043966 WisdomTree Floating Rate Treasury Fund C000136444 WisdomTree Floating Rate Treasury Fund USFR 0001350487 S000048315 WisdomTree PutWrite Strategy Fund C000152580 WisdomTree PutWrite Strategy Fund PUTW 0001350487 S000049575 WisdomTree Yield Enhanced U.S. Aggregate Bond Fund C000156663 WisdomTree Yield Enhanced U.S. Aggregate Bond Fund AGGY 0001350487 S000057664 WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund C000184315 WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund SHAG 0001350487 S000065063 WisdomTree Mortgage Plus Bond Fund C000210706 WisdomTree Mortgage Plus Bond Fund MTGP 0001350487 S000069359 WisdomTree Enhanced Commodity Strategy Fund C000221364 WisdomTree Enhanced Commodity Strategy Fund GCC 0001350487 S000069835 WisdomTree Target Range Fund C000222596 WisdomTree Target Range Fund GTR 0001350487 S000071174 WisdomTree Alternative Income Fund C000225934 WisdomTree Alternative Income Fund HYIN 0001350487 S000073567 WisdomTree Efficient Gold Plus Equity Strategy Fund C000230569 WisdomTree Efficient Gold Plus Equity Strategy Fund GDE 0001350487 S000073568 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund C000230570 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN 0001350487 S000079043 WisdomTree Voya Yield Enhanced USD Universal Bond Fund C000239876 WisdomTree Voya Yield Enhanced USD Universal Bond Fund UNIY 497 1 x48241497.htm WISDOMTREE 8-31 FUNDS

 

WisdomTree Trust

 

WisdomTree Currency Strategy ETFs

WisdomTree Fixed Income ETFs

WisdomTree Alternative ETFs

WisdomTree Capital Efficient ETFs

 

Supplement dated April 9, 2024 to the currently effective

Statement of Additional Information dated January 1, 2024 (the “SAI”)

 

The following information supplements and should be read in conjunction with the SAI listed above.

 

 

 

Effective April 5, 2024, the Board of Trustees (the “Board”) of WisdomTree Trust (the “Trust”) appointed Robert E. Plaze as an Independent Trustee. The Board also appointed Mr. Plaze as a member of the Governance, Nominating and Compliance Committee and the Contracts Review Committee at that time. Accordingly, effective immediately, the disclosure in the SAI pertaining to the Board, its Committees, and its Trustees is hereby revised as described below.

 

·Under the heading “MANAGEMENT OF THE TRUST – Members of the Board and Officers of the Trust,” the information below pertaining to Mr. Plaze is hereby added to the table identifying the Trustees and Officers of the Trust.

 

Name and Year of
Birth of
Trustee/Officer		 Position(s) Held
with the Trust,
Term of Office
and Length of
Time Served		 Principal Occupation(s)
During Past 5 Years		 Number of
Portfolios in
Fund Complex
Overseen by
Trustee/Officer+		 Other
Directorships
Held by Trustee
Trustees Who Are Not Interested Persons of the Trust

Robert E. Plaze*

(1956)

 Trustee, 2024-present Attorney, Partner at Proskauer Rose LLP from 2017 to 2024; Attorney, Partner at Stroock & Stroock & Lavan LLP from 2013 to 2017; U.S. Securities and Exchange Commission, Division of Investment Management from 1983 to 2012 (Deputy Director from 2010 to 2012; Associate Director from 1996 to 2010; Assistant Director from 1988 to 1996; Special Counsel from 1987 to 1988; Staff Attorney from 1983 to 1987). 80 None.

 

*Appointed to the Board on April 5, 2024.
+As of the date of the SAI.

 

·Under the heading “MANAGEMENT OF THE TRUST – Governance, Nominating and Compliance Committee,” Mr. Plaze is hereby identified as a member of the Governance, Nominating and Compliance Committee in the first sentence.

 

·Under the heading “MANAGEMENT OF THE TRUST – Contracts Review Committee,” Mr. Plaze is hereby identified as a member of the Contracts Review Committee in the first sentence.

 

·Under the heading “MANAGEMENT OF THE TRUST – Individual Trustee Qualifications,” the paragraph below is hereby added as the third paragraph of the section.

 

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The Board has concluded that Mr. Plaze is qualified to serve as a Trustee of the Funds because of the experience he has gained as a member of the staff of the SEC, including his service as Deputy Director of the SEC’s Division of Investment Management, his experience as legal counsel for many mutual funds, ETFs, investment advisers, and independent directors, as well as his familiarity with the Funds having formerly served as counsel to the Independent Trustees of the Trust.

 

·Under the heading “MANAGEMENT OF THE TRUST – Fund Shares Owned by Board Members,” the information below pertaining to Mr. Plaze is hereby added to the table disclosing the Trustees’ ownership interests in the WisdomTree Funds.

 

 

 

 

 

 

 

Name of Trustee

 

 

 

 

 

 

Name of Fund(s)

 

 

 

 

Dollar Range of
Equity Securities in
the Funds*

 Aggregate Dollar Range
of Equity Securities in
All Registered
Investment Companies
Overseen by Trustee in
Family of Investment
Companies*
Robert E. Plaze

N/A

N/A

 Over $100,000

 

*Information provided as of December 31, 2023.

 

In the future, the SAI will also disclose the compensation paid to Mr. Plaze by the Trust for the previous fiscal year. Mr. Plaze was appointed to the Board on April 5, 2024 and, therefore, did not receive compensation from the Trust for the fiscal year ended August 31, 2023.

 

 

 

PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE

 

WIS-SP-0831-0424

 

 

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