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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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
Sample Portfolio
Back Dated Performance Reports
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FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
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
Tax-Free Income Seminar
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WisdomTree, Inc. Common Stock
(NY:
WT
)
15.16
+0.94 (+6.61%)
Official Closing Price
Updated: 7:00 PM EST, Jan 16, 2026
Add to My Watchlist
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Cathie Wood Bitcoin ETF Hits SEC Roadblock; Former FTX CEO SBF Heads To Jail
↗
August 14, 2023
Cathie Wood's bitcoin ETF approval delayed by the SEC. Former FTX CEO SBF heads to jail.
Via
Investor's Business Daily
Topics
ETFs
Regulatory Compliance
WisdomTree Reports Monthly Metrics for July 2023
August 09, 2023
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree's Ex-Dividend Date Is Tuesday, Here's What You Need To Know
↗
August 03, 2023
Via
Benzinga
Analyst Expectations for WisdomTree's Future
↗
July 31, 2023
Via
Benzinga
WisdomTree Announces Second Quarter 2023 Results – Record Quarter-End AUM of $93.7 Billion; Diluted Earnings Per Share of $0.32 ($0.09, as Adjusted)
July 28, 2023
From
WisdomTree, Inc.
Via
Business Wire
A Preview Of WisdomTree's Earnings
↗
July 27, 2023
Via
Benzinga
What 5 Analyst Ratings Have To Say About WisdomTree
↗
June 28, 2023
Via
Benzinga
Earnings Scheduled For July 28, 2023
↗
July 28, 2023
Companies Reporting Before The Bell • Sanofi (NASDAQ:SNY) is likely to report quarterly earnings at $1.58 per share on revenue of $11.32 billion.
Via
Benzinga
3 ETF Picks to Follow Warren Buffett’s Big Bets on Japan
↗
July 27, 2023
Warren Buffett is bullish on Japan, and these three Japan ETF picks offer investors exposure to his biggest international bets.
Via
InvestorPlace
WisdomTree Announces New Board Committee Chairs and Members
July 26, 2023
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Announces Say Platform for Second Quarter 2023 Earnings is Live
July 20, 2023
From
WisdomTree, Inc.
Via
Business Wire
Cboe Files Application To Create Bitcoin ETF With Fidelity And Coinbase
↗
July 18, 2023
Exchange operator Cboe Global Markets Inc. (BATS: CBOE) is taking proactive steps to bring Bitcoin to the mass investing public by refiling an application with the U.S.
Via
Benzinga
WisdomTree Schedules Earnings Conference Call for Q2 on July 28, 2023 at 11:00 a.m. ET
July 14, 2023
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Reports Monthly Metrics for June 2023
July 13, 2023
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Prime™ Goes Live, Now Available in App Stores
July 12, 2023
From
WisdomTree, Inc.
Via
Business Wire
BlackRock Stock, Earnings; Bitcoin Rallies On ETF Filing, ESG Conflict In Focus
↗
July 11, 2023
BlackRock reports quarterly results early Friday.
Via
Investor's Business Daily
These Were Monday's 2 Stock Movers That Investors Cared About the Most
↗
July 03, 2023
On a quiet day on Wall Street, a couple of stocks still saw a considerable amount of activity.
Via
The Motley Fool
WisdomTree Defies Will of Stockholders with Appointment of Win Neuger as Board Chair
June 30, 2023
From
ETFS Capital Limited
Via
GlobeNewswire
Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform
June 29, 2023
From
WisdomTree, Inc.
Via
Business Wire
The 3 Best Cryptos to Buy Now: H2 2023 Edition
↗
June 28, 2023
Discover the best cryptocurrencies to buy in H2 2023! Don't miss out on the opportunity to invest in the best cryptos of the year.
Via
InvestorPlace
Cathie Wood's Ark Invest Calls BlackRock Bitcoin ETF 'Promising Step' To Acceptance; HSBC Bank Adds Bitcoin Offering
↗
June 27, 2023
The spot Bitcoin ETF filing and other institutional moves are a positive sign, Ark says.
Via
Investor's Business Daily
WisdomTree Launches CORBU x WT PolyMacro Model Portfolios
June 27, 2023
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Announces ETF Share Splits
June 26, 2023
From
WisdomTree, Inc.
Via
Business Wire
Why Are Crypto Stocks MSTR, COIN, MARA, RIOT Up Today?
↗
June 23, 2023
Crypto stocks have been on fire this week as Bitcoin hits a one-year high and as a plethora of catalysts has combined to give them a boost.
Via
InvestorPlace
Oil And Bonds Predict A Recession — Stock Market Caught Up In AI Frenzy Sees No Landing
↗
June 23, 2023
To gain an edge, this is what you need to know today. Oil Predicts Recession
Via
Benzinga
Fear Evaporates In The Stock Market As Greed Takes Over, Arora Analysis On Tesla Strikes A Chord
↗
June 22, 2023
To gain an edge, this is what you need to know today.
Via
Benzinga
WisdomTree Stockholders Deliver a Clear Mandate for Change According to Preliminary Vote Results
June 16, 2023
From
ETFS Capital Limited
Via
GlobeNewswire
WisdomTree Announces Preliminary Voting Results of its 2023 Annual Meeting of Stockholders
June 16, 2023
From
WisdomTree, Inc.
Via
Business Wire
Third Independent Proxy Advisory Firm Recommends WisdomTree Stockholders Vote for Boardroom Change and for the Removal of Chairman Salerno
June 13, 2023
From
ETFS Capital Limited
Via
GlobeNewswire
ETFS Capital Thanks WisdomTree Stockholders for their Support – The Case for Change is Irrefutable
June 12, 2023
From
ETFS Capital Limited
Via
GlobeNewswire
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