Wisdom Tree Investments, Inc. WETF
Institutional shares held
110 Million
27.6K
calls
2.9K
puts
Total value of holdings
$601M
$150K
calls
$15K
puts
Market Cap
$800M
146,584,992
Shares Out.
Institutional ownership
75.06%
# of Institutions
205
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, NY18.2MShares$99.6 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.5MShares$79.2 Million0.0% of portfolio
-
Arrow Mark Colorado Holdings LLC Denver, CO10.8MShares$58.8 Million0.73% of portfolio
-
Azora Capital LP Miami, FL8.59MShares$46.9 Million3.52% of portfolio
-
State Street Corp Boston, MA5.21MShares$28.5 Million0.0% of portfolio
-
Massachusetts Financial Services CO Boston, MA4.94MShares$27 Million0.01% of portfolio
-
Wellington Management Group LLP Boston, MA4.31MShares$23.5 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX4.15MShares$22.6 Million0.01% of portfolio
-
Janus Henderson Group PLC London, X02.79MShares$15.2 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA2.68MShares$14.6 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 |
|---|---|---|---|---|---|
|
Feb 13
2024
|
Jonathan L Steinberg Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
303,781
+3.21%
|
$2,126,467
$7.2 P/Share
|
|
Jan 29
2024
|
Peter M Ziemba Chief Administrative Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
31,866
+2.92%
|
-
|
|
Jan 29
2024
|
Peter M Ziemba Chief Administrative Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
11,488
-1.08%
|
-
|
|
Jan 29
2024
|
Alexis Marinof Head of Europe |
BUY
Exercise of conversion of derivative security
|
Direct |
33,072
+10.29%
|
-
|
|
Jan 29
2024
|
Alexis Marinof Head of Europe |
SELL
Payment of exercise price or tax liability
|
Direct |
15,544
-5.39%
|
-
|
|
Jan 29
2024
|
William Bradley Peck Head of Digital Assets |
BUY
Exercise of conversion of derivative security
|
Direct |
15,830
+7.25%
|
-
|
|
Jan 29
2024
|
William Bradley Peck Head of Digital Assets |
SELL
Payment of exercise price or tax liability
|
Direct |
5,707
-2.82%
|
-
|
|
Jan 29
2024
|
Jonathan L Steinberg Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
260,618
+2.81%
|
-
|
|
Jan 29
2024
|
Jonathan L Steinberg Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
133,046
-1.48%
|
-
|
|
Jan 29
2024
|
Marci Frankenthaler Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
22,716
+8.3%
|
-
|
|
Jan 29
2024
|
Marci Frankenthaler Chief Legal Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
8,190
-3.27%
|
-
|
|
Jan 29
2024
|
R Jarrett Lilien President and COO |
BUY
Exercise of conversion of derivative security
|
Direct |
143,386
+12.24%
|
-
|
|
Jan 29
2024
|
R Jarrett Lilien President and COO |
SELL
Payment of exercise price or tax liability
|
Direct |
76,016
-7.4%
|
-
|
|
Jan 25
2024
|
David M Yates Chief Information Officer |
BUY
Grant, award, or other acquisition
|
Direct |
50,227
+22.63%
|
-
|
|
Jan 25
2024
|
David M Yates Chief Information Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
17,278
-10.06%
|
-
|
|
Jan 25
2024
|
Peter M Ziemba Chief Administrative Officer |
BUY
Grant, award, or other acquisition
|
Direct |
65,743
+5.87%
|
-
|
|
Jan 25
2024
|
Peter M Ziemba Chief Administrative Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
25,817
-2.45%
|
-
|
|
Jan 25
2024
|
Alexis Marinof Head of Europe |
BUY
Grant, award, or other acquisition
|
Direct |
80,605
+22.21%
|
-
|
|
Jan 25
2024
|
Alexis Marinof Head of Europe |
SELL
Payment of exercise price or tax liability
|
Direct |
26,881
-9.52%
|
-
|
|
Jan 25
2024
|
William Bradley Peck Head of Digital Assets |
BUY
Grant, award, or other acquisition
|
Direct |
55,224
+21.35%
|
-
|
Last 12 Months Summary
Buy / Acquisition
1.77M
Shares
From
24
Insiders
| Grant, award, or other acquisition | 958K shares |
|---|---|
| Exercise of conversion of derivative security | 507K shares |
| Open market or private purchase | 304K shares |
Sell / Disposition
618K
Shares
From
10
Insiders
| Payment of exercise price or tax liability | 511K shares |
|---|---|
| Bona fide gift | 7.15K shares |
| Open market or private sale | 100K shares |