WisdomTree Investments Inc

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WisdomTree Investments Inc
TickerWT
CIK #0000880631
CUSIP97717P104
SectorFinance - Commodity Contracts Brokers & Dealers
Address380 Madison Avenue 21St Floor, New York, NY 10017
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
WisdomTree Investments Inc 2009-10-28 5.0 M Exemption: 506 · Minimum: $22,500 · Duration: One year or less · Revenue: $5,000,001 - $25,000,000
CIK Filing 2011 - 2026
[0000880631] 10-K
[0000880631] 10-Q
[0000880631] 3
[0000880631] 4
[0000880631] 5
[0000880631] 8-K
[0000880631] SC 13D
[0000880631] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Portfolio Management LLC WisdomTree Inc [2026-04-29] 0.0
Wellington Management Group LLP WisdomTree Inc [2025-11-12] 0.0
FMR LLC WisdomTree Inc [2025-10-07] 0.0
Azora Capital LP WisdomTree Inc [2025-02-06] 0.0
ETFS Capital Limited WisdomTree Inc [2024-11-21] 10.4
BlackRock Inc WisdomTree Inc [2023-01-24] 12.7
Massachusetts Financial Services Co /MA/ WisdomTree Investments Inc [2022-02-02] 5.1
ETFS Capital Limited WisdomTree Investments Inc [2022-01-24] 10.5
Alger Associates Inc WisdomTree Investments Inc [2020-02-10] 6.07
ETF Securities Ltd WisdomTree Investments Inc [2018-04-19] 0.9
TimesSquare Capital Management LLC WisdomTree Investments Inc [2018-02-14] 6.1
ArrowMark Colorado Holdings LLC WisdomTree Investments Inc [2018-02-09] 6.2
Alger Associates Inc WisdomTree Investments Inc [2018-02-06] 5.4
SunTrust Banks Inc WisdomTree Investments Inc [2017-04-18] 5.1
Steinberg Jonathan L WisdomTree Investments Inc [2016-02-22] 5.23
Vanguard Group Inc WisdomTree Investments Inc [2016-02-11] 5.91
Morgan Stanley WisdomTree Investments Inc [2015-02-12] 5.4
Horizon Kinetics LLC WisdomTree Investments Inc [2014-02-06] 1.69
BlackRock Inc WisdomTree Investments Inc [2013-01-30] 6.35
Horizon Kinetics LLC WisdomTree Investments Inc [2013-01-25] 5.47
Wellington Management Co LLP WisdomTree Investments Inc [2012-12-10] 14.0
[2012-02-13] None
RRE Ventures III-A LP WisdomTree Investments Inc [2012-02-13] 15.3
RRE Ventures GP III LLC WisdomTree Investments Inc [2012-02-13] 17.3
Steinhardt Michael H WisdomTree Investments Inc [2012-02-13] 29.9
Steinberg Jonathan L WisdomTree Investments Inc [2012-02-13] 9.9
Form 3/4/5 Filer 2011 - 2026
WisdomTree Inc
Salerno Frank
Mielke Daniela
Delorier Rilla S
Bossone Anthony
Naidoo Shamla
Conjeevaram Smita
Blake Lynn S
Pankopf Tonia L
Lilien R Jarrett
Ziemba Peter M
Yates David M
Frankenthaler Marci
Steinberg Jonathan L
Peck William Bradley
Edmiston Bryan
Marinof Alexis
Badova Radev Petranka lvanova
Neuger Win J
ETF Securities Ltd
Tuckwell Graham
Singleton Harold III
Cosgrove Susan J
Fuhr Deborah
Lion Point Capital LP
Lion Point Holdings GP LLC
Cederholm Didric
Lavine Bruce I
Muni Amit
Schwartz Jeremy
Bell Stuart
Silcox Julie
Steinhardt Michael H
MacAlpine Kurt
Barton Gregory E
Abner David J
Siracusano Luciano III
Shea Brian T
Begleiter Steven L
RRE Ventures III-A LP
RRE Ventures GP III LLC
Robinson James D IV
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Lilien R Jarrett
Common Stock
2026-02-25 Sell 30,000 $16.84 505,200
Pankopf Tonia L
Common Stock
2026-02-25 Buy 44.34 $16.94 751
Steinberg Jonathan L
Performance Based Restricted Stock Units · derivative
2026-02-23 Grant 42,880 $0.00
Frankenthaler Marci
Performance Based Restricted Stock Units · derivative
2026-02-23 Grant 3,725 $0.00
Lilien R Jarrett
Performance Based Restricted Stock Units · derivative
2026-02-23 Grant 25,220 $0.00
Ziemba Peter M
Performance Based Restricted Stock Units · derivative
2026-02-23 Grant 3,046 $0.00
Peck William Bradley
Performance Based Restricted Stock Units · derivative
2026-02-23 Grant 2,673 $0.00
Yates David M
Performance Based Restricted Stock Units · derivative
2026-02-23 Grant 2,673 $0.00
Marinof Alexis
Performance Based Restricted Stock Units · derivative
2026-02-23 Grant 5,223 $0.00
Edmiston Bryan
Performance Based Restricted Stock Units · derivative
2026-02-23 Grant 4,247 $0.00
Ziemba Peter M
Common Stock
2026-01-27 Option exercise 61,005 $0.00
Lilien R Jarrett
Common Stock
2026-01-27 Option exercise 350,395 $0.00
Ziemba Peter M
Performance Based Restricted Stock Units · derivative
2026-01-27 Option exercise 61,005 $0.00
Edmiston Bryan
Performance Based Restricted Stock Units · derivative
2026-01-27 Option exercise 43,998 $0.00
Edmiston Bryan
Common Stock
2026-01-27 Option exercise 43,998 $0.00
Yates David M
Common Stock
2026-01-27 Option exercise 37,997 $0.00
Frankenthaler Marci
Performance Based Restricted Stock Units · derivative
2026-01-27 Option exercise 43,998 $0.00
Peck William Bradley
Common Stock
2026-01-27 Option exercise 39,996 $0.00
Steinberg Jonathan L
Common Stock
2026-01-27 Option exercise 573,813 $0.00
Frankenthaler Marci
Common Stock
2026-01-27 Option exercise 43,998 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 315 161,223,597
2025-12-31 292 157,030,763
2025-09-30 271 155,040,706
2025-06-30 247 127,388,538
2025-03-31 257 128,349,228
2024-12-31 272 128,410,856
2024-09-30 233 123,149,304
2024-06-30 224 117,251,025
2024-03-31 207 117,548,053
2023-12-31 196 115,807,558
2023-09-30 179 107,451,997
2023-06-30 182 103,551,145
Form 13F Holdings
Firm Period DFND Voting Shares
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 101,392 101,392
Alaska Retirement Management Board [2026-06-30] SOLE 91,829 91,829
Louisiana State Employees Retirement System [2026-06-30] SOLE 51,000 51,000
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 503 44,256
TT International Asset Management Ltd [2026-06-30] SOLE 38,661 38,661
NorthCrest Asset Manangement LLC [2026-06-30] SOLE 0 32,800
Yousif Capital Management LLC [2026-06-30] SOLE 7,634 32,268
JGP Wealth Management LLC [2026-06-30] SOLE 21,980 21,980
Stonebridge Wealth Management LLC [2026-06-30] SOLE 0 15,640
Cooper Financial Group [2026-06-30] SOLE 0 12,192
Versant Capital Management Inc [2026-06-30] SOLE 5,928 5,928
Gamma Investing LLC [2026-06-30] DFND 5,122 5,122
Elevation Wealth Partners LLC [2026-06-30] SOLE 0 3,630
First Horizon Corp [2026-06-30] DFND 866 1,765
Spire Wealth Management [2026-06-30] SOLE 0 1,000
Farther Finance Advisors LLC [2026-06-30] SOLE 0 602
Adirondack Trust Co [2026-06-30] SOLE 600 600
First Horizon Corp [2026-06-30] OTR 0 361
IFP Advisors LLC [2026-06-30] SOLE 252 252
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 175 175
Horizon Financial Services LLC [2026-06-30] SOLE 0 133
West Paces Advisors Inc [2026-06-30] SOLE 120 120
Ares Financial Consulting LLC [2026-06-30] SOLE 113 113
Torren Management LLC [2026-06-30] SOLE 0 73
Farmers & Merchants Investments Inc [2026-06-30] SOLE 65 65
Park Avenue Securities LLC [2026-06-30] SOLE 0 64
True Wealth Design LLC [2026-06-30] SOLE 0 54
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 21
Cedar Mountain Advisors LLC [2026-06-30] SOLE 0 20
Abound Wealth Management [2026-06-30] SOLE 0 8
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