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WisdomTree Trust – ‘497’ on 4/9/24

On:  Tuesday, 4/9/24, at 6:50pm ET   ·   As of:  4/10/24   ·   Effective:  4/10/24   ·   Accession #:  1214659-24-6456   ·   File #:  333-132380

Previous ‘497’:  ‘497’ on 4/10/24   ·   Latest ‘497’:  This Filing

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 4/10/24  WisdomTree Trust                  497         4/10/24    1:25K                                    Securex Filings/FA
          → WisdomTree Alternative Income Fund ⇒ HYIN
          → WisdomTree Bloomberg U.S. Dollar Bullish Fund ⇒ USDU
          → WisdomTree Efficient Gold Plus Equity Strategy Fund ⇒ GDE
          → WisdomTree Efficient Gold Plus Gold Miners Strategy Fund ⇒ GDMN
          → WisdomTree Emerging Currency Strategy Fund ⇒ CEW
          → WisdomTree Emerging Markets Corporate Bond Fund ⇒ EMCB
          → WisdomTree Emerging Markets Local Debt Fund ⇒ ELD
          → WisdomTree Enhanced Commodity Strategy Fund ⇒ GCC
          → WisdomTree Floating Rate Treasury Fund ⇒ USFR
          → WisdomTree Interest Rate Hedged High Yield Bond Fund ⇒ HYZD
          → WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund ⇒ AGZD
          → WisdomTree Managed Futures Strategy Fund ⇒ WTMF
          → WisdomTree Mortgage Plus Bond Fund ⇒ MTGP
          → WisdomTree PutWrite Strategy Fund ⇒ PUTW
          → WisdomTree Target Range Fund ⇒ GTR
          → WisdomTree Voya Yield Enhanced USD Universal Bond Fund ⇒ UNIY
          → WisdomTree Yield Enhanced U.S. Aggregate Bond Fund ⇒ AGGY
          → WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund ⇒ SHAG

Definitive Material   —   Rule 497   —   ICA’40

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 497         Wisdomtree 8-31 Funds                               HTML     18K

This is an HTML Document rendered as filed.  [ Alternative Formats ]

 

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.

 

 1
 

 

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

 

 

2

 

 

Dates Referenced Herein   and   Documents Incorporated by Reference

This ‘497’ Filing    Date    Other Filings
Filed as of / Effective on:4/10/24497
Filed on:4/9/24497
4/5/24497K
1/1/24485BPOS
12/31/23N-CSRS,  NPORT-P,  NPORT-P/A
8/31/2324F-2NT,  N-CEN,  N-CSR,  NPORT-P
 List all Filings 
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Filing Submission 0001214659-24-006456   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)
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