Drag a card by its title · ⚙ to size, swap or remove

The company

WisdomTree, Inc.

WT · NYSE

FinancialsCapital Markets & Asset ManagementLeadingTokenization/RWA

WT stood above a rising 150-day average in 45 of the last 52 weekly readings, including each of the last 30 weeks. It is 8.9% above that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: Leading
Weeks in an uptrend: 30 in a row
Industry in uptrend: 27% -9 in 4 wk
Insider buys, 12 months: $3,001
Insider sales, 12 months: $8.5M
Officials’ trades on record: 2
Institutions holding: 287 (+3)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 45 of 52 weeks.

17 Apr – 16 Oct

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

2 disclosed lines: House 0, Senate 0, executive 2; 1 people.

Who	Did	Amount	Traded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	sold	$1k–$15k	29 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	bought	$15k–$50k	30 Mar 2026filed 14 May 2026

Insiders

Buy orders, 12 months2

Sale orders, 12 months8

Buyers · sellers1 · 3

Who	Did	Shares	Traded
R. Jarrett LilienPresident and COO	sold	30,000at $24.56	9 Sep 2026filed 10 Sep 2026
R. Jarrett LilienPresident and COO	sold	30,000at $18.99	20 May 2026filed 21 May 2026
Peter M. ZiembaChief Administrative Officer	sold	100,000at $19.31	19 May 2026filed 20 May 2026
David M. YatesChief Information Officer	sold	15,000at $18.06	5 May 2026filed 6 May 2026
R. Jarrett LilienPresident and COO	sold	30,000at $16.84	25 Feb 2026filed 26 Feb 2026
Tonia L. PankopfDirector	bought	44.344at $16.94	25 Feb 2026filed 9 Mar 2026
Tonia L. PankopfDirector	bought	67.787at $11.05	26 Nov 2025filed 9 Mar 2026
Tonia L. PankopfDirector	bought	33.059at $13.43	27 Aug 2025filed 9 Mar 2026
Tonia L. PankopfDirector	bought	46.007at $9.62	28 May 2025filed 9 Mar 2026
Tonia L. PankopfDirector	bought	47.626at $9.26	26 Feb 2025filed 9 Mar 2026
Tonia L. PankopfDirector	bought	38.183at $11.52	20 Nov 2024filed 9 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders287+3 on the quarter

New · exited56 · 54

Reported value$2.7B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	19,274,687$326.5M	+1,617,234+9.2%
FMR LLCadded · filed 13 Aug 2026	13,565,042$229.8M	+842,143+6.6%
Invesco Ltd.added · filed 14 Aug 2026	9,975,256$169.0M	+4,162,041+71.6%
WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 2026	8,407,113$142.4M	-2,178,846−20.6%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	8,123,363$137.6M	+75,721+0.9%
Capital World Investorsadded · filed 12 Aug 2026	7,547,094$127.8M	+736,035+10.8%
Azora Capital LPadded · filed 14 Aug 2026	6,180,510$104.7M	+192,905+3.2%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	6,066,366$102.8M	+513,168+9.2%
STATE STREET CORPadded · filed 7 Aug 2026	5,610,044$95.0M	+560,892+11.1%
Driehaus Capital Management LLCadded · filed 14 Aug 2026	4,702,705$79.7M	+3,058,463+186.0%