Wisdom Tree Investments, Inc. WETF
Institutional shares held
118 Million
22.3K
calls
49.7K
puts
Total value of holdings
$643M
$121K
calls
$271K
puts
Market Cap
$800M
146,584,992
Shares Out.
Institutional ownership
80.38%
# of Institutions
240
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, PA15.6MShares$85.2 Million0.0% of portfolio
-
Azora Capital LP Miami, FL10.6MShares$57.9 Million3.32% of portfolio
-
Arrow Mark Colorado Holdings LLC Denver, CO7.06MShares$38.5 Million0.55% of portfolio
-
State Street Corp Boston, MA5.68MShares$31 Million0.0% of portfolio
-
Massachusetts Financial Services CO Boston, MA4.52MShares$24.7 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA4.37MShares$23.9 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA4.17MShares$22.8 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX4.09MShares$22.3 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA2.91MShares$15.9 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 |
|---|---|---|---|---|---|
|
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%
|
-
|
|
Jan 27
2025
|
William Bradley Peck Head of Digital Assets |
BUY
Exercise of conversion of derivative security
|
Direct |
25,610
+9.84%
|
-
|
|
Jan 27
2025
|
Marci Frankenthaler Chief Legal Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
9,681
-3.26%
|
-
|
|
Jan 27
2025
|
Marci Frankenthaler Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
24,752
+7.68%
|
-
|
|
Jan 25
2025
|
William Bradley Peck Head of Digital Assets |
SELL
Payment of exercise price or tax liability
|
Direct |
23,052
-9.93%
|
-
|
|
Jan 25
2025
|
William Bradley Peck Head of Digital Assets |
BUY
Grant, award, or other acquisition
|
Direct |
35,409
+13.24%
|
-
|
|
Jan 25
2025
|
Jonathan L Steinberg Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
123,075
-1.31%
|
-
|
|
Jan 25
2025
|
Jonathan L Steinberg Chief Executive Officer |
BUY
Grant, award, or other acquisition
|
Direct |
176,438
+1.84%
|
-
|
|
Jan 25
2025
|
David M Yates Chief Information Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
21,052
-11.13%
|
-
|
|
Jan 25
2025
|
David M Yates Chief Information Officer |
BUY
Grant, award, or other acquisition
|
Direct |
34,662
+15.49%
|
-
|
Last 12 Months Summary
Buy / Acquisition
1.69M
Shares
From
24
Insiders
| Grant, award, or other acquisition | 644K shares |
|---|---|
| Exercise of conversion of derivative security | 675K shares |
| Open market or private purchase | 372K shares |
Sell / Disposition
3.8M
Shares
From
11
Insiders
| Payment of exercise price or tax liability | 670K shares |
|---|---|
| Bona fide gift | 25K shares |
| Open market or private sale | 3.1M shares |