DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Wisdomtree Digital Management, Inc.
Latest filing Mar 31, 2026
First filing on the tape Jul 14, 2022 · 7 filings
SEC status approved since Aug 12, 2022
RAUM
$766M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$766M as of Mar 31, 2026
Mar 27, 2024$18.9M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20230 then
Employees (5.A)6 as of Mar 31, 2026
Mar 29, 20236 then
Private funds: no history
RAUM +494% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $51.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +494%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$766M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=3.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Michael Stuart Bell · Chief Operating Officercontrolsince 05/2022 · owns less than 5%
- Joseph Bryan Edmiston · Chief Financial Officer And Treasurercontrolsince 07/2021 · owns less than 5%
- Matthew Ryan Louvar · Chief Legal Officer And Secretarycontrolsince 05/2022 · owns less than 5%
- Bradley William Peck · Chief Executive Officer And Presidentcontrolsince 05/2022 · owns less than 5%
- D Jeremy Schwartz · Chief Investment Officercontrolsince 05/2022 · owns less than 5%
- Jane Terry Feld · Chief Compliance Officersince 05/2022 · owns less than 5%
Entity owners
- Wisdomtree Digital Holdings, Inc. · Stockholderdirect · owns 75% or more
- Wisdomtree, Inc. · Stockholderindirect · owns 75% or more of Wisdomtree Digital Holdings, Inc. · public reporting company
Related persons
Schedule D 7.A
- Wisdomtree Asset Management, Inc.investment adviserbanknRAUM $88B
- Wisdomtree Digital Trust Company, LLCn
- Wisdomtree Ireland Limitedinvestment advisern
- Wisdomtree Securities, Inc.broker-dealern
- Wisdomtree U.K. Limitedinvestment advisern
Advisers that list Wisdomtree Digital Management, Inc. as a related person
- 139684 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $128,971,606 to $766,045,400 (+494.0%) between the annual amendments of 2025-03-26 and 2026-03-31; the peer median change was +8.0% (673 comparable advisers, 100.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 13 to 15Mar 26, 2025 to Mar 31, 2026
- BD registered reps · 2 to 3Mar 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $129M to $766MMar 26, 2025 to Mar 31, 2026
- RAUM · $129M to $766MMar 26, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $18.9M to $129MMar 27, 2024 to Mar 26, 2025
- RAUM · $18.9M to $129MMar 27, 2024 to Mar 26, 2025
- Accounts · unset to 13.0Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · unset to 18946475.0Mar 30, 2023 to Mar 27, 2024
- Non-discretionary RAUM · unset to 0.0Mar 30, 2023 to Mar 27, 2024
- RAUM · unset to 18946475.0Mar 30, 2023 to Mar 27, 2024
- Financial planning clients · unset to 0Dec 8, 2022 to Mar 29, 2023
- Related broker-dealer · false to trueJul 14, 2022 to Dec 8, 2022
Signals
2 dated events
- Wisdomtree Digital Management, Inc. reported RAUM $766.0M, up 494% from $129.0M (2025-03-26 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Wisdomtree Digital Management, Inc. filed its initial SEC registration (Form ADV)Jul 14, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- wisdomtree.com/investments/digital-fundsreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-801-2080reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026