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RL

R. Jarrett Lilien

Insider · President and COO · WT

R. Jarrett Lilien files insider transactions with the SEC as a president and coo of WisdomTree. We hold 3 disclosed purchases and sales filed since 14 February 2006, 1 of them in the last 90 days.

  • Files for 5 companiesWT, WETF, ITG, ETFC and 1 more
  • Disclosed buys and sells3 in all, 1 in the last 90 days
  • Last disclosure10 September 2026

Positions held

5 posts we hold — a term names its own dates; a run of filings only says when they filed
  • Filed 25 January 2023 — 9 September 2026President and COO · WisdomTree 45 Form 4 lines · source: SEC Form 4
  • Filed 27 July 2011 — 25 January 2022President and COO · WisdomTree Investments 49 Form 4 lines · source: SEC Form 4
  • Filed 8 May 2015 — 1 March 2019Interim CEO & President · Investment Technology Group 11 Form 4 lines · source: SEC Form 4
  • Filed 13 February 2007 — 22 April 2008President and COO · E Trade Financial 16 Form 4 lines · source: SEC Form 4
  • Filed 9 November 1999 — 13 November 2006President & COO · E Trade Financial 15 Form 4 lines · source: SEC Form 4

Every transaction

136 transactions from SEC Form 4 — one row each, sort any column, open a row for the filing
136 of 136 shown
9 Sep 202610 Sep 2026SEC Form 41 dsold on the open marketWisdomTree30,000 sharesup +0.1%down −1.4%
20 May 202621 May 2026SEC Form 41 dsold on the open marketWisdomTree30,000 sharesup +24.5%up +24.8%
25 Feb 202626 Feb 2026SEC Form 41 dsold on the open marketWisdomTree30,000 sharesup +38.2%up +37.8%
25 Feb 202626 Feb 2026SEC Form 41 dsold on the open marketWisdomTree30,000 sharesup +38.2%up +37.8%
23 Feb 202625 Feb 2026SEC Form 42 dwas grantednot a tradeWisdomTreederivative25,220 sharesup +43.1%up +38.2%
23 Feb 202625 Feb 2026SEC Form 42 dwas grantednot a tradeWisdomTreederivative25,220 sharesup +43.1%up +38.2%
27 Jan 202629 Jan 2026SEC Form 42 dexercised options overnot a tradeWisdomTree350,395 sharesup +44.2%up +44.7%
27 Jan 202629 Jan 2026SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree179,207 sharesup +44.2%up +44.7%
27 Jan 202629 Jan 2026SEC Form 42 dexercised options overnot a tradeWisdomTreederivative350,395 sharesup +44.2%up +44.7%
27 Jan 202629 Jan 2026SEC Form 42 dexercised options overnot a tradeWisdomTreederivative350,395 sharesup +44.2%up +44.7%
27 Jan 202629 Jan 2026SEC Form 42 dexercised options overnot a tradeWisdomTree350,395 sharesup +44.2%up +44.7%
27 Jan 202629 Jan 2026SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree179,207 sharesup +44.2%up +44.7%
25 Jan 202624 Feb 2026SEC Form 430 dwas grantednot a tradeWisdomTreederivative46,131 sharesup +47.0%up +43.4%
25 Jan 202624 Feb 2026SEC Form 430 dwas grantednot a tradeWisdomTreederivative46,131 sharesup +47.0%up +43.4%
25 Jan 202627 Jan 2026SEC Form 42 dwas grantednot a tradeWisdomTree71,351 sharesup +47.0%up +44.2%
25 Jan 202627 Jan 2026SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree70,932 sharesup +47.0%up +44.2%
25 Jan 202627 Jan 2026SEC Form 42 dwas grantednot a tradeWisdomTreederivative71,351 sharesup +47.0%up +44.2%
25 Jan 202627 Jan 2026SEC Form 42 dwas grantednot a tradeWisdomTreederivative71,351 sharesup +47.0%up +44.2%
25 Jan 202627 Jan 2026SEC Form 42 dwas grantednot a tradeWisdomTree71,351 sharesup +47.0%up +44.2%
25 Jan 202627 Jan 2026SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree70,932 sharesup +47.0%up +44.2%
25 Nov 202525 Nov 2025SEC Form 40 dsold on the open marketWisdomTree12,500 sharesup +117.5%up +117.5%
12 Nov 202514 Nov 2025SEC Form 42 dsold on the open marketWisdomTree25,000 sharesup +106.3%up +113.1%
26 Aug 202527 Aug 2025SEC Form 41 dsold on the open marketWisdomTree12,500 sharesup +78.7%up +77.1%
12 Aug 202513 Aug 2025SEC Form 41 dsold on the open marketWisdomTree25,000 sharesup +76.1%up +76.0%
27 Jan 202529 Jan 2025SEC Form 42 dexercised options overnot a tradeWisdomTreederivative157,526 sharesup +142.9%up +142.9%
27 Jan 202529 Jan 2025SEC Form 42 dexercised options overnot a tradeWisdomTree157,526 sharesup +142.9%up +142.9%
27 Jan 202529 Jan 2025SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree81,141 sharesup +142.9%up +142.9%
25 Jan 202512 Feb 2025SEC Form 418 dwas grantednot a tradeWisdomTreederivative98,145 sharesup +140.7%up +145.7%
25 Jan 202527 Jan 2025SEC Form 42 dwas grantednot a tradeWisdomTreederivative107,821 sharesup +140.7%up +142.9%
25 Jan 202527 Jan 2025SEC Form 42 dwas grantednot a tradeWisdomTree107,821 sharesup +140.7%up +142.9%
25 Jan 202527 Jan 2025SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree62,296 sharesup +140.7%up +142.9%
29 Jan 202431 Jan 2024SEC Form 42 dexercised options overnot a tradeWisdomTreederivative143,386 sharesup +235.6%up +253.5%
29 Jan 202431 Jan 2024SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree76,016 sharesup +235.6%up +253.5%
29 Jan 202431 Jan 2024SEC Form 42 dexercised options overnot a tradeWisdomTree143,386 sharesup +235.6%up +253.5%
25 Jan 202423 Feb 2024SEC Form 429 dwas grantednot a tradeWisdomTreederivative136,096 sharesup +235.6%up +213.2%
25 Jan 202429 Jan 2024SEC Form 44 dwas grantednot a tradeWisdomTreederivative164,537 sharesup +235.6%up +235.6%
25 Jan 202429 Jan 2024SEC Form 44 dhad shares withheld for taxnot a tradeWisdomTree48,212 sharesup +235.6%up +235.6%
25 Jan 202429 Jan 2024SEC Form 44 dwas grantednot a tradeWisdomTree164,537 sharesup +235.6%up +235.6%
30 Jan 20231 Feb 2023SEC Form 42 dexercised options overnot a tradeWisdomTreederivative10,830 sharesup +328.9%up +313.3%
30 Jan 20231 Feb 2023SEC Form 42 dexercised options overnot a tradeWisdomTree10,830 sharesup +328.9%up +313.3%
30 Jan 20231 Feb 2023SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree4,366 sharesup +328.9%up +313.3%
25 Jan 20233 Mar 2023SEC Form 437 dwas grantednot a tradeWisdomTreederivative168,686 sharesup +327.3%up +301.5%
25 Jan 202327 Jan 2023SEC Form 42 dwas grantednot a tradeWisdomTreederivative195,495 sharesup +327.3%up +328.1%
25 Jan 202327 Jan 2023SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree29,156 sharesup +327.3%up +328.1%
25 Jan 202327 Jan 2023SEC Form 42 dwas grantednot a tradeWisdomTree195,495 sharesup +327.3%up +328.1%
25 Jan 202222 Apr 2022SEC Form 487 dwas grantednot a tradeWisdomTree Investmentsderivative74,612 sharesup +317.6%up +287.8%
25 Jan 202227 Jan 2022SEC Form 42 dwas grantednot a tradeWisdomTree Investmentsderivative88,546 sharesup +317.6%up +319.8%
25 Jan 202227 Jan 2022SEC Form 42 dwas grantednot a tradeWisdomTree Investments88,545 sharesup +317.6%up +319.8%
25 Jan 202227 Jan 2022SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree Investments29,163 sharesup +317.6%up +319.8%
25 Jan 202127 Jan 2021SEC Form 42 dwas grantednot a tradeWisdomTree Investments67,877 sharesup +345.6%up +354.9%
25 Jan 202127 Jan 2021SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree Investments19,611 sharesup +345.6%up +354.9%
25 Jan 202127 Jan 2021SEC Form 42 dwas grantednot a tradeWisdomTree Investmentsderivative67,877 sharesup +345.6%up +354.9%
11 Dec 202014 Dec 2020SEC Form 43 dhad shares withheld for taxnot a tradeWETF44,351 sharesup +385.4%up +411.3%
3 Feb 20204 Feb 2020SEC Form 41 dbought on the open marketWisdomTree Investments23,529 sharesup +478.0%up +457.8%
25 Jan 202028 Jan 2020SEC Form 43 dwas grantednot a tradeWisdomTree Investmentsderivative13,089 sharesup +526.4%up +524.8%
25 Jan 202028 Jan 2020SEC Form 43 dwas grantednot a tradeWisdomTree Investments52,356 sharesup +526.4%up +524.8%
25 Jan 202028 Jan 2020SEC Form 43 dhad shares withheld for taxnot a tradeWisdomTree Investments13,432 sharesup +526.4%up +524.8%
11 Dec 201913 Dec 2019SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree Investments31,850 sharesup +394.4%up +405.9%
29 Oct 201930 Oct 2019SEC Form 41 dbought on the open marketWisdomTree Investments18,940 sharesup +355.8%up +361.1%
1 Mar 20195 Mar 2019SEC Form 44 dreturned to the issuernot a tradeInvestment Technology Group60,340 shares——
25 Jan 201929 Jan 2019SEC Form 44 dwas grantednot a tradeWisdomTree Investmentsderivative22,430 sharesup +272.7%up +263.7%
25 Jan 201929 Jan 2019SEC Form 44 dwas grantednot a tradeWisdomTree Investments89,719 sharesup +272.7%up +263.7%
25 Jan 201929 Jan 2019SEC Form 44 dhad shares withheld for taxnot a tradeWisdomTree Investments416 sharesup +272.7%up +263.7%
11 Dec 201812 Dec 2018SEC Form 41 dhad shares withheld for taxnot a tradeWisdomTree Investments37,869 sharesup +273.9%up +261.5%
19 Oct 201823 Oct 2018SEC Form 44 dhad shares withheld for taxnot a tradeInvestment Technology Group8,598 shares——
20 Jun 201822 Jun 2018SEC Form 42 dhad shares withheld for taxnot a tradeWisdomTree Investments3,904 sharesup +125.3%up +131.7%
7 Jun 201811 Jun 2018SEC Form 44 dwas grantednot a tradeInvestment Technology Group3,562 shares——
25 Jan 201829 Jan 2018SEC Form 44 dwas grantednot a tradeWisdomTree Investments2,866 sharesup +96.0%up +97.3%
11 Dec 201712 Dec 2017SEC Form 41 dwas grantednot a tradeWisdomTree Investments250,000 sharesup +104.9%up +104.9%
19 Oct 201723 Oct 2017SEC Form 44 dhad shares withheld for taxnot a tradeInvestment Technology Group9,294 shares——
20 Jun 201721 Jun 2017SEC Form 41 dwas grantednot a tradeWisdomTree Investments10,214 sharesup +144.4%up +148.5%
8 Jun 201712 Jun 2017SEC Form 44 dwas grantednot a tradeInvestment Technology Group3,971 shares——
19 Oct 201621 Oct 2016SEC Form 42 dhad shares withheld for taxnot a tradeInvestment Technology Group10,378 shares——
20 Jun 201621 Jun 2016SEC Form 41 dwas grantednot a tradeWisdomTree Investments9,487 sharesup +127.0%up +130.1%
9 Jun 201613 Jun 2016SEC Form 44 dwas grantednot a tradeInvestment Technology Group4,211 shares——
19 Oct 201521 Oct 2015SEC Form 42 dwas grantednot a tradeInvestment Technology Group65,747 shares——
19 Aug 201520 Aug 2015SEC Form 41 dbought on the open marketInvestment Technology Group5,000 shares——
24 Jun 201525 Jun 2015SEC Form 41 dwas grantednot a tradeWisdomTree Investments3,485 sharesup +4.3%up +4.3%
11 Jun 201512 Jun 2015SEC Form 41 dwas grantednot a tradeInvestment Technology Group2,722 shares——
8 May 201511 May 2015SEC Form 43 dwas grantednot a tradeInvestment Technology Group3,397 shares——
19 Nov 201420 Nov 2014SEC Form 41 dsold on the open marketWisdomTree Investments13,569 sharesup +55.0%up +56.3%
27 Jun 20141 Jul 2014SEC Form 44 dwas grantednot a tradeWisdomTree Investments6,672 sharesup +99.6%up +88.6%
18 Feb 201419 Feb 2014SEC Form 41 dsold on the open marketWisdomTree Investments40,000 sharesup +54.8%up +60.3%
30 Oct 201319 Feb 2014SEC Form 4112 dsold on the open marketWisdomTree Investments40,000 sharesup +71.2%up +60.3%
30 Oct 201331 Oct 2013SEC Form 41 dsold on the open marketWisdomTree Investments70,167 sharesup +71.2%up +72.2%
5 Aug 20137 Aug 2013SEC Form 42 dsold on the open marketWisdomTree Investments2,500 sharesup +86.2%up +100.8%
10 May 201310 May 2013SEC Form 40 dsold on the open marketWisdomTree Investments19,000 sharesup +98.8%up +98.8%
8 May 201310 May 2013SEC Form 42 dsold on the open marketWisdomTree Investments10,000 sharesup +99.7%up +98.8%
6 Feb 20137 Feb 2013SEC Form 41 dsold on the open marketWisdomTree Investments25,357 sharesup +164.4%up +165.0%
7 Aug 20127 Aug 2012SEC Form 40 dsold on the open marketWisdomTree Investments5,803 sharesup +238.0%up +238.0%
6 Aug 20127 Aug 2012SEC Form 41 dsold on the open marketWisdomTree Investments1,740 sharesup +236.6%up +238.0%
3 Aug 20127 Aug 2012SEC Form 44 dsold on the open marketWisdomTree Investments28,361 sharesup +239.9%up +238.0%
8 Jun 201212 Jun 2012SEC Form 44 dsold on the open marketWisdomTree Investments20,000 sharesup +234.7%up +258.2%
7 Jun 20128 Jun 2012SEC Form 41 dsold on the open marketWisdomTree Investments20,000 sharesup +241.4%up +234.7%
6 Jun 20128 Jun 2012SEC Form 42 dsold on the open marketWisdomTree Investments40,000 sharesup +245.3%up +234.7%
24 May 201229 May 2012SEC Form 45 dexercised options overnot a tradeWisdomTree Investmentsderivative80,631 sharesup +256.1%up +266.5%
16 May 201218 May 2012SEC Form 42 dexercised options overnot a tradeWisdomTree Investmentsderivative80,630 sharesup +223.4%up +237.5%
16 May 201218 May 2012SEC Form 42 dsold on the open marketWisdomTree Investments20,000 sharesup +223.4%up +237.5%
3 Feb 20126 Feb 2012SEC Form 43 dexercised options overnot a tradeWisdomTree Investmentsderivative43,377 sharesup +293.6%up +283.5%
3 Feb 20126 Feb 2012SEC Form 43 dexercised options overnot a tradeWisdomTree Investments43,377 sharesup +293.6%up +283.5%
3 Feb 20126 Feb 2012SEC Form 43 dsold on the open marketWisdomTree Investments43,377 sharesup +293.6%up +283.5%
2 Feb 20126 Feb 2012SEC Form 44 dexercised options overnot a tradeWisdomTree Investmentsderivative190,098 sharesup +326.6%up +283.5%
2 Feb 20126 Feb 2012SEC Form 44 dexercised options overnot a tradeWisdomTree Investments190,098 sharesup +326.6%up +283.5%
2 Feb 20126 Feb 2012SEC Form 44 dsold on the open marketWisdomTree Investments269,045 sharesup +326.6%up +283.5%
27 Jul 201128 Jul 2011SEC Form 41 dwas grantednot a tradeWisdomTree Investments40,705 sharesup +205.2%up +204.1%
22 Apr 200824 Apr 2008SEC Form 42 dhad shares withheld for taxnot a tradeETFCE Trade Financial174,547 shares——
15 Feb 200815 Feb 2008SEC Form 40 dhad shares withheld for taxnot a tradeETFCE Trade Financial8,245 shares——
13 Feb 200815 Feb 2008SEC Form 42 dhad shares withheld for taxnot a tradeETFCE Trade Financial7,969 shares——
29 Jan 200830 Jan 2008SEC Form 41 dbought on the open marketETFCE Trade Financial7,376 shares——
6 Aug 20077 Aug 2007SEC Form 41 dbought on the open marketETFCE Trade Financial3,000 shares——
25 May 200725 May 2007SEC Form 40 dhad shares withheld for taxnot a tradeETFCE Trade Financial10,685 shares——
3 May 20074 May 2007SEC Form 41 dhad shares withheld for taxnot a tradeETFCE Trade Financial8,037 shares——
3 May 20074 May 2007SEC Form 41 dhad shares withheld for taxnot a tradeETFCE Trade Financial6,759 shares——
15 Feb 200715 Feb 2007SEC Form 40 dhad shares withheld for taxnot a tradeETFCE Trade Financial5,603 shares——
15 Feb 200715 Feb 2007SEC Form 40 dhad shares withheld for taxnot a tradeETFCE Trade Financial2,721 shares——
13 Feb 200715 Feb 2007SEC Form 42 dwas grantednot a tradeETFCE Trade Financialderivative121,813 shares——
13 Feb 200715 Feb 2007SEC Form 42 dwas grantednot a tradeETFCE Trade Financialderivative165,722 shares——
13 Feb 200715 Feb 2007SEC Form 42 dwas grantednot a tradeETFCE Trade Financialderivative126,637 shares——
13 Feb 200715 Feb 2007SEC Form 42 dwas grantednot a tradeETFCE Trade Financial20,877 shares——
13 Feb 200715 Feb 2007SEC Form 42 dwas grantednot a tradeETFCE Trade Financial56,806 shares——
13 Feb 200715 Feb 2007SEC Form 42 dwas grantednot a tradeETFCE Trade Financial43,408 shares——
13 Nov 200613 Nov 2006SEC Form 40 dacquired or disposed of, othernot a tradeETE Trade Financialderivative85,508 shares——
9 Nov 200613 Nov 2006SEC Form 44 dacquired or disposed of, othernot a tradeETE Trade Financialderivative51,232 shares——
8 Sep 200611 Sep 2006SEC Form 43 dgave awaynot a tradeETE Trade Financial1,056 shares——
8 Sep 200611 Sep 2006SEC Form 43 dgave awaynot a tradeETE Trade Financial1,056 shares——
14 Jun 200614 Jun 2006SEC Form 40 dbought on the open marketETE Trade Financial10,000 shares——
25 May 200626 May 2006SEC Form 41 dhad shares withheld for taxnot a tradeETE Trade Financial10,685 shares——
3 May 20065 May 2006SEC Form 42 dhad shares withheld for taxnot a tradeETE Trade Financial8,037 shares——
3 May 20065 May 2006SEC Form 42 dhad shares withheld for taxnot a tradeETE Trade Financial6,759 shares——
15 Feb 200617 Feb 2006SEC Form 42 dwas grantednot a tradeETE Trade Financialderivative328,655 shares——
15 Feb 200617 Feb 2006SEC Form 42 dwas grantednot a tradeETE Trade Financialderivative163,218 shares——
15 Feb 200617 Feb 2006SEC Form 42 dwas grantednot a tradeETE Trade Financial58,139 shares——
15 Feb 200617 Feb 2006SEC Form 42 dwas grantednot a tradeETE Trade Financial28,873 shares——
10 Nov 199913 Nov 2006SEC Form 42560 dacquired or disposed of, othernot a tradeE Trade Financialderivativean unstated number of shares——
10 Nov 199914 Feb 2006SEC Form 42288 dacquired or disposed of, othernot a tradeE Trade Financialderivativean unstated number of shares——
9 Nov 199913 Nov 2006SEC Form 42561 dacquired or disposed of, othernot a tradeE Trade Financialderivativean unstated number of shares——

Both percentages are the stock’s move, not R. Jarrett Lilien’s return: a disclosure gives a band, never an amount, so nobody can say how much was bought or what it made. They run to the last close we hold — 11 Sep 2026, except where a name has since delisted, when the row names its own last session. We publish no close, no volume and no dollar figure behind them. 94 of the 136 rows shown carry a percentage; the rest are dashes with the reason on the row.

Positions come from the unitedstates/congress-legislators roster, the Office of Government Ethics and the SEC’s Form 4 index. Every disclosed line names its own source and links the document the government published; we print what the filing says and never a price we did not read from it. Headlines and links come from the GDELT Global Knowledge Graph — the story stays with the publisher. The portrait, where we have one, is the public-domain Congressional Bioguide photograph.

Some filings reach us as photographs of paper rather than as a form we can read as text. Those are shown here only once they have been read and checked, so this page can hold fewer lines than the filings behind it contain. The link on every row opens the original document, which is always the full record.