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WisdomTree ETF model portfolios available on TD Ameritrade Institutional Model Market Center


The WisdomTree Commission Free ETF Model Portfolios are now available on the TD Ameritrade Institutional Model Market Center, which offers advisors the ability to subscribe to third-party models and then leverage iRebal on Veo to personalise portfolios according to their clients’ unique needs.

The WisdomTree Commission Free ETF Model Portfolios consist of primarily commission-free WisdomTree and non-WisdomTree ETFs available on the TD Ameritrade platform. The firm’s unique smart beta philosophy offers investors a factor-based approach to asset allocation. By incorporating ETFs that expose the model portfolio to key smart beta factors such as value, quality, size, and momentum, WisdomTree seeks to increase absolute and risk-adjusted returns within the model portfolio relative to more traditional market cap-weighted ETF approaches.
Luciano Siracusano, WisdomTree Chief Investment Strategist, says: “Over the past four years, WisdomTree has been working with advisors on developing model portfolios to meet evolving client needs. WisdomTree’s ETF model portfolios are a natural extension of our research capabilities and provide advisors on the TD Ameritrade Intuitional platform access to an open-architecture approach, a tenured team, and a firm dedicated to innovation and value creation.”
Of WisdomTree’s eight model portfolios available on the platform, three are comprised of equity and fixed income ETFs for those advisors looking for asset allocation model portfolios to assist in a wide range of objectives. In addition, there are five model portfolio building blocks comprised solely of equity ETFs and alternative ETFs for advisors looking to augment existing sleeves of their overall models.
In addition to the WisdomTree Commission Free ETF Model Portfolios, advisors can access a full range of WisdomTree ETF research as well as specific content supporting the model portfolios including fact sheets, research materials, market outlooks and allocation changes.
The WisdomTree Commission Free ETF Model Portfolios are available on the Model Market Center, with no strategist fee, using primarily commission-free ETFs available on the TD Ameritrade platform, in an effort to minimise trading costs.

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