Wisdom Tree Investments, Inc. WETF
We take great care to ensure that the data presented and summarized in this overview for WisdomTree Investments, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding WETF
View all-
Black Rock Inc. New York, NY18.5MShares$101 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.8MShares$80.5 Million0.0% of portfolio
-
Azora Capital LP Miami, FL9.07MShares$49.5 Million3.69% of portfolio
-
State Street Corp Boston, MA5.6MShares$30.6 Million0.0% of portfolio
-
Arrow Mark Colorado Holdings LLC Denver, CO4.64MShares$25.3 Million0.46% of portfolio
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Israel Englander Millennium Management LLC | New York, Ny4.27MShares$23.3 Million0.01% of portfolio
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Simcoe Capital Management, LLC New York, NY3.99MShares$21.8 Million4.2% of portfolio
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Dimensional Fund Advisors LP Austin, TX3.76MShares$20.5 Million0.01% of portfolio
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Massachusetts Financial Services CO Boston, MA3.7MShares$20.2 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA3.51MShares$19.2 Million0.0% of portfolio
Latest Institutional Activity in WETF
Top Purchases
Top Sells
About WETF
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
Insider Transactions at WETF
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 17
2025
|
Win J Neuger |
BUY
Grant, award, or other acquisition
|
Direct |
9,871
+5.87%
|
-
|
|
Jun 17
2025
|
Tonia L Pankopf |
BUY
Grant, award, or other acquisition
|
Direct |
9,871
+22.15%
|
-
|
|
Jun 17
2025
|
Anthony Bossone |
BUY
Grant, award, or other acquisition
|
Direct |
9,871
+1.51%
|
-
|
|
Jun 17
2025
|
Smita Conjeevaram |
BUY
Grant, award, or other acquisition
|
Direct |
9,871
+11.31%
|
-
|
|
Jun 17
2025
|
Daniela Mielke |
BUY
Grant, award, or other acquisition
|
Direct |
9,871
+16.13%
|
-
|
|
Jun 17
2025
|
Shamla Naidoo |
BUY
Grant, award, or other acquisition
|
Direct |
9,871
+22.15%
|
-
|
|
Jun 17
2025
|
Lynn S. Blake |
BUY
Grant, award, or other acquisition
|
Direct |
9,871
+15.1%
|
-
|
|
Jun 17
2025
|
Rilla S Delorier |
BUY
Grant, award, or other acquisition
|
Direct |
9,871
+23.66%
|
-
|
|
Feb 04
2025
|
Alexis Marinof Head of Europe |
SELL
Open market or private sale
|
Direct |
90,980
-29.15%
|
$818,820
$9.87 P/Share
|
|
Jan 27
2025
|
Jonathan L Steinberg Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
198,415
-2.05%
|
-
|
|
Jan 27
2025
|
Jonathan L Steinberg Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
387,336
+3.85%
|
-
|
|
Jan 27
2025
|
Bryan Edmiston Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
6,666
-2.7%
|
-
|
|
Jan 27
2025
|
Bryan Edmiston Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
16,370
+6.21%
|
-
|
|
Jan 27
2025
|
Alexis Marinof Head of Europe |
SELL
Payment of exercise price or tax liability
|
Direct |
13,396
-4.12%
|
-
|
|
Jan 27
2025
|
Alexis Marinof Head of Europe |
BUY
Exercise of conversion of derivative security
|
Direct |
28,502
+8.05%
|
-
|
|
Jan 27
2025
|
Peter M Ziemba Chief Administrative Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
15,102
-1.55%
|
-
|
|
Jan 27
2025
|
Peter M Ziemba Chief Administrative Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
35,154
+3.49%
|
-
|
|
Jan 27
2025
|
R Jarrett Lilien President and COO |
SELL
Payment of exercise price or tax liability
|
Direct |
81,141
-7.03%
|
-
|
|
Jan 27
2025
|
R Jarrett Lilien President and COO |
BUY
Exercise of conversion of derivative security
|
Direct |
157,526
+12.0%
|
-
|
|
Jan 27
2025
|
William Bradley Peck Head of Digital Assets |
SELL
Payment of exercise price or tax liability
|
Direct |
11,079
-4.72%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 642K shares |
|---|---|
| Exercise of conversion of derivative security | 675K shares |
| Open market or private purchase | 67.9K shares |
| Payment of exercise price or tax liability | 670K shares |
|---|---|
| Bona fide gift | 25K shares |
| Open market or private sale | 3.19M shares |