A. Description of Advisory firm WisdomTree was incorporated in Delaware on February 11, 2005 and maintains its principal place of business in New York. The Adviser is registered as an investment adviser with the SEC under the Investment Advisers Act of 1940, as amended (the “Advisers Act”). The principal and sole owner of the Adviser is WisdomTree, Inc. (“WTI”), a publicly held Delaware corporation. B. Types of advisory services and types of investment advice As further described below, the Adviser is an investment adviser to the Funds (defined below) and develops asset allocation models, which often include WisdomTree ETFs (defined below) and occasionally securities included in proprietary indexes created and maintained by WTI, based on different investment strategies, which are made available to certain parties. Adviser to the Funds The Adviser has been appointed to act as an investment adviser to the separate series of the WisdomTree Trust (the “WisdomTree ETFs” or the “Funds”). The WisdomTree Trust (the “ETF Trust”) is an open-end management investment company registered under the Investment Company Act of 1940, as amended (the “1940 Act”), and the shares of the ETF Trust are registered under the Securities Act of 1933, as amended (the “1933 Act”). Each WisdomTree ETF is an exchange traded fund (each an “ETF”), meaning that the shares of the WisdomTree ETFs are listed on a national securities exchange, such as the NYSE Arca, Inc., NASDAQ or Cboe BZX Exchange, Inc., and trade at market prices. Certain series of the ETF Trust obtain investment exposure by investing through a foreign domiciled wholly-owned subsidiary (which is not a series of the ETF Trust or itself an exchanged traded fund registered under the 1933 Act or the 1940 Act) of such series, for which subsidiary the Adviser also serves as the investment adviser. SPECIFIC INVESTMENT STRATEGIES EQUITY STRATEGIES The Adviser has created both index-based (based on either proprietary or non-proprietary indexes) and actively managed equity ETFs designed to provide exposure to U.S. and global equity markets. WTI engages unaffiliated third parties to calculate the indexes, and to calculate and disseminate the index values. The Adviser also works with unaffiliated third-party sub-advisers to facilitate portfolio management of such WisdomTree ETFs. Funds pursuing an index strategy may be referred to as “Index Funds.” Currently, the majority of the WisdomTree ETFs are Index Funds. CURRENCY STRATEGIES The Adviser has created a suite of actively managed currency strategy ETFs designed to provide exposure to non-U.S. currencies, by generally collateralizing assets in U.S. money market securities. The Adviser works with unaffiliated third-party sub-advisers to facilitate portfolio management of such WisdomTree ETFs. Funds pursuing a currency strategy may be referred to as “Currency Strategy Funds.” FIXED INCOME STRATEGIES The Adviser has created both index-based (based on either proprietary or non-proprietary indexes) and actively managed fixed income ETFs designed to provide exposure to U.S. and global fixed income markets. WTI engages unaffiliated third parties to calculate the indexes, and to calculate and disseminate the index values. The Adviser works with unaffiliated third-party sub-advisers to facilitate portfolio management of such WisdomTree ETFs. Funds pursuing a fixed income strategy may be referred to as “Fixed Income Funds.” ALTERNATIVE STRATEGIES The Adviser has created both index-based (based on either proprietary or non-proprietary indexes) and actively managed alternative ETFs designed to provide exposure to a variety of alternative investment strategies. WTI engages unaffiliated third parties to calculate the indexes, and to calculate and disseminate the index values. The Adviser works with unaffiliated third-party sub-advisers to facilitate portfolio management of such WisdomTree ETFs. Funds pursuing an alternative strategy may be referred to as “Alternative Strategy Funds.” SPECIFIC INVESTMENTS The Adviser may invest in a wide range of investments in implementing the above strategies. These investments may include, but are not limited to: equity securities, fixed income securities, Rule 144A/private placement securities, cash and cash equivalents, money market securities and money market funds, affiliated funds, and derivatives in general. The Adviser does not directly make investments, but the Adviser has delegated portfolio management to the sub-adviser for each Fund pursuant to a Sub- Advisory Agreement. OVERSIGHT AND CONTROL OF THE FUNDS; ADVISER SERVICES Adviser to the Funds The WisdomTree ETFs are subject to the general supervision of the Board of Trustees of the ETF Trust (the “ETF Board”). The Adviser renders investment advice to the Funds. The services provided by the Adviser include: (i) furnishing continuously an investment program for each Fund; (ii) providing investment advice regarding the investment and reinvestment of Fund assets; (iii) determining which investments shall be purchased, held, sold or exchanged for each Fund; (iv) providing the ETF Trust with records concerning the activities that it is required to maintain; (v) serving as the valuation designee of the Funds to perform all fair valuations of the Funds’ portfolio investments; and (vi) rendering reports to the ETF Trust’s officers and the ETF Board concerning the Adviser’s discharge of the foregoing responsibilities. In addition, the Adviser may arrange for other necessary services, including custodial, transfer agency and administration, subject to approval by the ETF Board. The Adviser may carry out its responsibilities directly or it may appoint one or more sub-advisers or other

third parties to provide such services on behalf of the Adviser with respect to any of the Funds. Asset Allocation Models WisdomTree creates, maintains and makes available asset allocation models (each a “Model Portfolio”), whose underlying allocations generally consist of individual ETFs, including WisdomTree ETFs, other exchange traded products sponsored, advised or managed by a WisdomTree affiliate (“WisdomTree ETPs” and hereafter included in “ETFs”), ETFs and funds offered and advised by third-parties, and other securities, including securities included in proprietary indexes created and maintained by WTI, and/or digital assets, such as bitcoin and/or ether. Each Model Portfolio is built with a particular strategy focus. For example, certain strategies focus on income generation, while others focus on market growth or the incorporation of alternative investments. Each Model Portfolio generally includes allocations to ETFs, including WisdomTree ETFs, in accordance with applicable target allocations established for the Model Portfolio. The Model Portfolios are not limited to allocations to WisdomTree ETFs; however, a Model Portfolio may be allocated up to 100% to WisdomTree ETFs. The Model Portfolios themselves are not Funds. The Model Portfolios are made available to registered investment advisers and other financial services companies, including insurance companies (“Third-Party Advisers”). The Model Portfolios may be provided directly to a Third-Party Adviser or indirectly through platforms (“Platforms”) maintained and operated by third-party platform providers (“Platform Providers”). WisdomTree makes the Model Portfolios available to Third-Party Advisers so that such Third-Party Advisers may use such Model Portfolios in providing advice to the underlying clients of such Third-Party Advisers. The Model Portfolios are periodically rebalanced on a pre-determined schedule. Third-Party Advisers or their respective underlying clients, not WisdomTree, are responsible for selecting the underlying investment options for such client’s account, including recommending, selecting and managing the client’s investment strategy. The Third-Party Adviser or the underlying client, not WisdomTree, is responsible for making investment decisions for the underlying client, including taking into account the underlying clients’ specific investment objectives, risk tolerances and financial circumstances. In certain arrangements, the Third-Party Adviser is an affiliate of the Platform Provider. WisdomTree provides periodic updates to the allocations in each Model Portfolio. To the extent a Third-Party Adviser or its underlying client determines in its discretion to rebalance based on a Model Portfolio change, tax consequences may occur. WisdomTree does not have, and will not have, trading authority over any underlying client account of a Third-Party Adviser, including any such client account which is based on a Model Portfolio and any trading effected by a Third- Party Adviser or its underlying client may incur tax consequences, commissions and other costs. Third- Party Advisers may use multiple strategies, including strategies of other investment managers. The implementation of any such investment strategy for an underlying client of a Third-Party Adviser, including one based on a Model Portfolio, will be conducted by the applicable Third-Party Adviser, who is responsible for making its own independent judgment as to how to incorporate any Model Portfolio information for any underlying client of such Third-Party Adviser. C. Tailoring of advisory services for individual clients With respect to the Funds, the Adviser will tailor its advisory services for each Fund only as set forth in a written investment advisory agreement and, if applicable, the registration statement or other governing document for such Fund. Any restrictions on the Adviser’s investment discretion are set forth in the written investment advisory agreement. WisdomTree generally does not tailor any Model Portfolios to meet the needs of any specifically identified underlying clients of any Third-Party Advisers. In such instances, WisdomTree generally licenses the Model Portfolios and does not directly provide individualized investment advice to any specifically identified underlying client of any Third-Party Adviser through the provision of Model Portfolios. WisdomTree occasionally helps build custom Model Portfolios for certain Third-Party Advisers that are designed to help address the specific goals of the Third-Party Adviser’s clients. WisdomTree does not manage any assets of any underlying clients of any Third-Party Advisers through the provision of the Model Portfolios. Model Portfolios, any related information and any digital tools made available by WisdomTree should not be considered or relied upon as a recommendation by WisdomTree regarding the use or suitability of any Model Portfolio, any particular security or any strategy. The Model Portfolios, any related information and any digital tools are intended for use only by Third-Party Advisers as an educational resource among other resources deemed appropriate by such Third-Party Advisers. D. Wrap fee program participation The Adviser does not sponsor or maintain any wrap fee programs. The Model Portfolios may be used by Third-Party Advisers as part of such Third-Party Advisers’ own wrap fee programs, but the Third-Party Adviser, not WisdomTree, is responsible for providing individualized investment advice to participants in such programs. E. Amount of client assets managed As of December 31, 2023, WisdomTree had assets under management totaling approximately $72.5 billion.