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home
about us
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Firm ADV PDFs
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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WisdomTree, Inc. Common Stock
(NY:
WT
)
13.66
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 6, 2026
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WisdomTree Recognized on Fortune’s America’s Most Innovative Companies 2025 List
April 29, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree’s India Hedged Equity Fund (INDH) Wins Best New International Equity ETF at ETF.com Awards 2025
April 24, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Announces Say Platform for First Quarter 2025 Earnings is Live
April 24, 2025
From
WisdomTree, Inc.
Via
Business Wire
P/E Ratio Insights for WisdomTree
↗
March 31, 2025
Via
Benzinga
Top 2 Financials Stocks That May Fall Off A Cliff This Quarter
↗
November 22, 2024
Via
Benzinga
WisdomTree Schedules Earnings Conference Call for Q1 on May 2, 2025 at 11:00 a.m. ET
April 17, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Reports Monthly Metrics for March 2025
April 09, 2025
From
WisdomTree, Inc.
Via
Business Wire
This Could Be the Best Cryptocurrency to Buy Now and Hold Forever
↗
April 07, 2025
Via
The Motley Fool
Topics
Bonds
World Trade
WisdomTree Announces Equity Premium Income Fund (WTPI)
April 04, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Launches Core Laddered and High Income Laddered Municipal ETFs
April 03, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Connect™ Now Offers 13 Tokenized Funds Across Ethereum, Arbitrum, Avalanche, Base and Optimism
April 03, 2025
From
WisdomTree, Inc.
Via
Business Wire
Better Buy: Bitcoin or Gold?
↗
March 28, 2025
Via
The Motley Fool
WisdomTree Reports Monthly Metrics for February 2025
March 11, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Appoints Alexis Marinof as CEO, Europe to Strengthen Regional Growth and Market Presence
March 03, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Reports Monthly Metrics for January 2025
February 11, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Announces Fourth Quarter 2024 Results
January 31, 2025
From
WisdomTree, Inc.
Via
Business Wire
Earnings Scheduled For January 31, 2025
↗
January 31, 2025
Via
Benzinga
Dynamic Commodities Portfolio Launched By eToro, WisdomTree Ahead Of IPO Plans
↗
January 28, 2025
eToro and WisdomTree have launched the WisdomTree-Comm Smart Portfolio for users to invest in commodities. This coincides with eToro's planned IPO.
Via
Benzinga
Topics
Initial Public Offering
WisdomTree Names Smita Conjeevaram as Chair of the Board
January 24, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Announces Say Platform for Fourth Quarter 2024 Earnings is Live
January 23, 2025
From
WisdomTree, Inc.
Via
Business Wire
EXCLUSIVE: WisdomTree Exec Predicts Energy Prices Will Create 'Notable Set-Up For Large Cap Value Relative To Growth'
↗
January 22, 2025
If crude oil keeps running, "this could create a notable set-up for large-cap value relative to growth," Jeff Weniger tells Benzinga.
Via
Benzinga
EXCLUSIVE: 'Powell & Co. Will Wait,' WisdomTree Expert Says On Why Investors Need Smarter Bond Strategy
↗
January 21, 2025
With Jerome Powell keeping his cards close to the chest, investors hoping for a quick rate cut might need to sit tight.
Via
Benzinga
Topics
Economy
WisdomTree Schedules Earnings Conference Call for Q4 on January 31, 2025 at 11:00 a.m. ET
January 17, 2025
From
WisdomTree, Inc.
Via
Business Wire
Siegel-WisdomTree Models Now Available at UBS
January 16, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Reports Monthly Metrics for December 2024
January 10, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Reports Monthly Metrics for November 2024
December 10, 2024
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Recognized as a 2024 Best Places to Work in Money Management by Pensions & Investments for Fifth Consecutive Year
December 09, 2024
From
WisdomTree, Inc.
Via
Business Wire
Bitcoin Is Up 125%, but These 3 Top Altcoins Are Soaring Even Higher
↗
December 04, 2024
Via
The Motley Fool
Should You Buy XRP While It's Under $4?
↗
December 03, 2024
Via
The Motley Fool
WisdomTree Reports Monthly Metrics for October 2024
November 12, 2024
From
WisdomTree, Inc.
Via
Business Wire
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