WISDOMTREE, INC | Company Profile

Chief Executive Officer

Name	Role	Address
JONATHAN STEINBERG	Chief Executive Officer	250 WEST 34TH STREET, 3RD FLOOR, NEW YORK, NY, United States, 10119

DOS Process Agent

Name	Role	Address
C/O CORPORATION SERVICE COMPANY	DOS Process Agent	80 STATE STREET, ALBANY, NY, United States, 12207

Agent

Name	Role	Address
CORPORATION SERVICE COMPANY	Agent	80 STATE ST., ALBANY, NY, 12207

History

Start date	End date	Type	Value
2025-05-22	2025-05-22	Address	245 PARK AVENUE, 35TH FL, NEW YORK, NY, 10167, USA (Type of address: Chief Executive Officer)
2025-05-22	2025-05-22	Address	250 WEST 34TH STREET, 3RD FLOOR, NEW YORK, NY, 10119, USA (Type of address: Chief Executive Officer)
2023-05-15	2023-05-15	Address	250 WEST 34TH STREET, 3RD FLOOR, NEW YORK, NY, 10119, USA (Type of address: Chief Executive Officer)
2023-05-15	2025-05-22	Address	250 WEST 34TH STREET, 3RD FLOOR, NEW YORK, NY, 10119, USA (Type of address: Chief Executive Officer)
2023-05-15	2023-05-15	Address	245 PARK AVENUE, 35TH FL, NEW YORK, NY, 10167, USA (Type of address: Chief Executive Officer)

Filings

Filing Number	Date Filed	Type	Effective Date
250522001753	2025-05-22	BIENNIAL STATEMENT	2025-05-22
230515002266	2023-05-15	BIENNIAL STATEMENT	2023-05-01
230420001970	2023-04-20	CERTIFICATE OF AMENDMENT	2023-04-20
230203000276	2023-02-02	AMENDMENT TO BIENNIAL STATEMENT	2023-02-02
220616000264	2022-06-14	CERTIFICATE OF CHANGE BY ENTITY	2022-06-14

Trademarks Section

Serial Number:

97977608

Status:

REGISTERED

Mark Type:

TRADEMARK, SERVICE MARK

Application Filing Date:

2022-03-15

Mark Drawing Type:

Illustration: Drawing or design without any word(s)/letter(s)/number(s)

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Downloadable software for managing and validating transactions involving funds, financial assets, digital tokens, virtual currencies, cryptocurrencies, and other digital assets, including by using blockchain technology; Downloadable software for use in purchasing, selling, transacting, transferring,...

First Use:

2022-11-17

International Classes:

009 - Primary Class

Class Status:

Active

For:

Providing financial information and advice by electronic means in the field of finance, investment, stock exchange, and securities; Financial transaction services, namely, conducting electronic financial transactions of funds, financial assets, crypto assets, virtual currencies, cryptocurrencies, an...

First Use:

2022-11-17

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

97977607

Mark:

WISDOMTREE PRIME

Status:

REGISTERED

Mark Type:

TRADEMARK, SERVICE MARK

Application Filing Date:

2022-03-15

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

WISDOMTREE PRIME

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Downloadable software for managing and validating transactions involving funds, financial assets, digital tokens, virtual currencies, cryptocurrencies, and other digital assets, including by using blockchain technology; Downloadable software for use in purchasing, selling, transacting, transferring,...

First Use:

2022-01-18

International Classes:

009 - Primary Class

Class Status:

Active

For:

Providing financial information and advice by electronic means in the field of finance, investment, stock exchange, and securities; Financial transaction services, namely, conducting electronic financial transactions of funds, financial assets, crypto assets, virtual currencies, cryptocurrencies, an...

First Use:

2022-01-18

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

97977606

Mark:

WISDOMTREE PRIME

Status:

REGISTERED

Mark Type:

TRADEMARK, SERVICE MARK

Application Filing Date:

2022-03-15

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

WISDOMTREE PRIME

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Downloadable software for managing and validating transactions involving funds, financial assets, digital tokens, virtual currencies, cryptocurrencies, and other digital assets, including by using blockchain technology; Downloadable software for use in purchasing, selling, transacting, transferring,...

First Use:

2022-01-18

International Classes:

009 - Primary Class

Class Status:

Active

For:

Providing financial information and advice by electronic means in the field of finance, investment, stock exchange, and securities; Financial transaction services, namely, conducting electronic financial transactions of funds, financial assets, crypto assets, virtual currencies, cryptocurrencies, an...

First Use:

2022-01-18

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

97312532

Status:

ABANDONED - NO STATEMENT OF USE FILED

Mark Type:

SERVICE MARK

Application Filing Date:

2022-03-15

Mark Drawing Type:

Illustration: Drawing or design without any word(s)/letter(s)/number(s)

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Providing temporary use of on-line non-downloadable software using decentralized distributed ledger technology (DLT) for collecting, aggregating, recording, analyzing, modifying, transmitting, storing, and sharing information relating to the transfer of funds, financial assets, crypto assets, virtua...

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

97312525

Mark:

WISDOMTREE PRIME

Status:

ABANDONED - NO STATEMENT OF USE FILED

Mark Type:

SERVICE MARK

Application Filing Date:

2022-03-15

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

WISDOMTREE PRIME

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Providing temporary use of on-line non-downloadable software using decentralized distributed ledger technology (DLT) for collecting, aggregating, recording, analyzing, modifying, transmitting, storing, and sharing information relating to the transfer of funds, financial assets, crypto assets, virtua...

International Classes:

042 - Primary Class

Class Status:

Active

Court Cases

Court Case Summary

Filing Date:

2025-01-09

Status:

Pending

Nature Of Judgment:

Missing

Jury Demand:

Plaintiff demands jury

Nature Of Suit:

Trademark

Parties

Party Name:

WISDOMTREE, INC.

Party Role:

Plaintiff

Party Name:

JOHN DOES 1-10

Party Role:

Defendant

Name:	WISDOMTREE, INC.
Jurisdiction:	New York
Legal type:	FOREIGN BUSINESS CORPORATION
Status:	Active
Date of registration:	26 May 1989 (36 years ago)
Entity Number:	1356321
ZIP code:	12207
County:	New York
Place of Formation:	Delaware
Foreign Legal Name:	WISDOMTREE, INC.
Principal Address:	250 west 34th street, 3rd floor, NEW YORK, NY, United States, 10119
Address:	80 STATE STREET, ALBANY, NY, United States, 12207

WISDOMTREE, INC.

Company Details

Chief Executive Officer

DOS Process Agent

Agent

History

Filings

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Court Cases

Court Case Summary

Parties

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