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WISDOMTREE DIGITAL MANAGEMENT, INC.

CRD 322139File 801-126387
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$766.0M
Above cohort median (national)
Discretionary AUM
$766.0M
Clients
1
15 accounts
Employees
6
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Aug 12, 2022
Principal office
250 WEST 34TH STREET, 3RD FLOOR, NEW YORK, NY, 10119
Phone
212-801-2080

Assets & accounts

ADV Item 5F
Total regulatory AUM
$766.0M
Discretionary AUM
$766.0M
Non-discretionary AUM
$0
Discretionary accounts
15
Non-discretionary accounts
0
Total accounts
15
AUM per client
$766.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$766.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$128,971,606$766,045,400increased by$637,073,794
Apr 1, 2026Accounts1315increased by2
May 1, 2025
vs Oct 1, 2022
RegistrationAPPROVED-120APPROVED
May 1, 2025
vs Oct 1, 2022
AUM$0$128,971,606increased by$128,971,606
May 1, 2025
vs Oct 1, 2022
Accounts013increased by13
Sep 1, 2022Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WISDOMTREE DIGITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WISDOMTREE DIGITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.