WisdomTree and Monex provide first line-up of products for Zero ETF program in Japan
Japan’s first commission-free U.S.-domiciled ETF program
NEW YORK, Feb. 27, 2017 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager, today announced that WisdomTree Japan Inc., a wholly-owned subsidiary (“WisdomTree Japan”), entered into an agreement with Monex Securities (“Monex”), a leading Japanese online securities firm, whereby Monex will provide WisdomTree’s ETFs through Japan’s first commission-free program, Overseas ETFs with Zero Commissions on Transactions (”Zero ETF”’).
Zero ETF is a long-term investment program offered to individual investors in Japan for the first time that not only provides commission-free transactions but also offers ETF holders a range of potential long-term benefits from Monex and WisdomTree.
Kurt MacAlpine, WisdomTree Head of Global Distribution, said, “We are excited about the potential of this new collaboration we have established with Monex and believe it will enhance the investing experience for individuals in Japan. WisdomTree takes pride on being an industry innovator, extending beyond the development of our differentiated products. It also includes our strategy behind working with platforms to deliver these products to various markets."
Junichi Kamitsubo, WisdomTree Japan Head of Sales, said, “WisdomTree and Monex will work together to provide information and services to individual investors on a continuous basis not only at the time of purchase, but also over the long term. As part of this service, we will regularly send investors model portfolios, hold investment seminars online and provide research reports that are limited to Zero ETF holders only.”
Jesper Koll, Head of WisdomTree Japan, said, “WisdomTree has developed distinctive ETFs investing in a wide range of asset classes covering various countries in the world. We are a pioneer of Smart Beta ETFs and have available for sale in Japan a suite of Smart Beta ETFs with ten-year track records. Other innovative products offered in Japan include interest rate hedged high yield fixed income ETFs – including the industry’s only negative duration high yield ETF – and long/short U.S. equity ETFs. We believe that with commission-free transactions and after-purchase support, many individual investors can benefit from and use U.S. ETFs to diversify their long-term investments.”
The following WisdomTree ETFs are available for sale in Japan and are included in the Zero ETF long-term investment program:
| Ticker | Fund Name |
| DLN | WisdomTree LargeCap Dividend Fund |
| DON | WisdomTree MidCap Dividend Fund |
| DES | WisdomTree SmallCap Dividend Fund |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund |
| DGRS | WisdomTree U.S. SmallCap Quality Dividend Growth Fund |
| EUDG | WisdomTree Europe Quality Dividend Growth Fund |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund |
| DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund |
| DYLS | WisdomTree Dynamic Long/Short U.S. Equity Fund |
| DYB | WisdomTree Dynamic Bearish U.S. Equity Fund |
| DFJ | WisdomTree Japan SmallCap Dividend Fund |
| DXJF | WisdomTree Japan Hedged Financials Fund |
| DXJH | WisdomTree Japan Hedged Health Care Fund |
| DXJR | WisdomTree Japan Hedged Real Estate Fund |
| DXJC | WisdomTree Japan Hedged Capital Goods Fund |
| DFE | WisdomTree Europe SmallCap Dividend Fund |
| DEW | WisdomTree Global High Dividend Fund |
| GULF | WisdomTree Middle East Dividend Fund |
| DXJS | WisdomTree Japan Hedged SmallCap Equity Fund |
| EPI | WisdomTree India Earnings Fund |
| DXJ | WisdomTree Japan Hedged Equity Fund |
| HEDJ | WisdomTree Europe Hedged Equity Fund |
| DEM | WisdomTree Emerging Markets High Dividend Fund |
| DHS | WisdomTree High Dividend Fund |
| ELD | WisdomTree Emerging Markets Local Debt Fund |
| AGGY | WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund |
| HYND | WisdomTree Negative Duration High Yield Bond Fund |
| HYZD | WisdomTree Interest Rate Hedged High Yield Bond Fund |
About WisdomTree
WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $43.3 billion in assets under management globally.
WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.
Contact Information Media Relations WisdomTree Investments, Inc. Jessica Zaloom / Melissa Chiles +1.917.267.3735 / +1.917.267.3797 jzaloom@wisdomtree.com / mchiles@wisdomtree.com Investor Relations WisdomTree Investments, Inc. Jason Weyeneth, CFA +1.917.267.3858 jweyeneth@wisdomtree.com
Released February 27, 2017