Wisdomtree, Inc. insider trading
Every open-market purchase and sale by Wisdomtree, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Wisdomtree, Inc.’s insiders pay?
From February 6, 2012 to May 20, 2026, 20 insiders reported 23 open-market purchases and 167 sales not made under a pre-set plan in Wisdomtree, Inc. Twelve months after each purchase was reported, the shares were −34.9% against the S&P 500 on average (median −36.4%), over 15 purchases with a full year of prices; 7% beat the index. After sales, the shares moved +6.2% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on August 5, 2016 into $8,251 by November 2, 2026, −1.9% a year. It held shares 59% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $27,267 (+10.3% a year), and held throughout $40,805 (+14.8%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Steinhardt Michael H | Director | 0 | — | — | 32 | −11.4% (32) | March 12, 2018 |
| Salerno Frank | Director | 0 | — | — | 30 | +3.7% (30) | September 15, 2021 |
| Steinberg Jonathan L | Chief Executive Officer | 9 | −30.3% (8) | 13% | 21 | −4.3% (21) | November 12, 2024 |
| Lavine Bruce I | Vice Chairman | 0 | — | — | 24 | +14.4% (24) | August 9, 2017 |
| Ziemba Peter M | Chief Administrative Officer | 2 | −50.6% (1) | 0% | 15 | +10.8% (14) | May 20, 2026 |
| Siracusano Luciano III | Chief Investment Strategist | 0 | — | — | 14 | +17.8% (14) | August 6, 2015 |
| Lilien R Jarrett | President | 2 | −36.4% (1) | 0% | 11 | +25.1% (11) | February 4, 2020 |
| Bossone Anthony | Director | 5 | −33.5% (3) | 0% | 3 | −25.8% (3) | March 12, 2020 |
| Begleiter Steven L | Director | 0 | — | — | 3 | +1.4% (3) | August 2, 2013 |
| Robinson James D IV | Director | 0 | — | — | 3 | +85.2% (3) | December 18, 2012 |
| Rre Ventures Iii-A, LP | 10% owner | 0 | — | — | 3 | +85.2% (3) | December 18, 2012 |
| Schwartz Jeremy | Global Head of Research | 3 | — | — | 0 | — | March 13, 2020 |
| Muni Amit | Chief Financial Officer | 1 | −50.6% (1) | 0% | 1 | −63.1% (1) | February 4, 2019 |
| Yates David M | Chief Information Officer | 0 | — | — | 2 | — | May 6, 2026 |
| Abner David J. | Head of WisdomTree Europe | 0 | — | — | 1 | −25.5% (1) | February 22, 2018 |
| Barton Gregory E | Chief Operating Officer | 0 | — | — | 1 | −62.2% (1) | August 11, 2015 |
| Bell Stuart | Executive Vice President | 0 | — | — | 1 | — | December 13, 2019 |
| Etfs Capital Limited. | Other | 0 | — | — | 1 | −9.7% (1) | December 4, 2024 |
| Macalpine Kurt | Global Head of Distribution | 1 | −43.3% (1) | 0% | 0 | — | February 7, 2018 |
| Marinof Alexis | Head of Europe | 0 | — | — | 1 | +52.5% (1) | February 5, 2025 |
When several insiders traded Wisdomtree, Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Wisdomtree, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 3 buying crowds with six months of prices, it averaged −33.3% against the index. After 3 selling crowds, +30.3%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| October 31, 2019 | 2 buying | −25.9% | −34.8% | −36.3% |
| February 28, 2019 | 4 buying | −21.1% | −43.8% | −55.0% |
| August 31, 2016 | 2 buying | +4.5% | −21.4% | −25.6% |
| December 31, 2014 | 5 selling | +38.3% | +45.3% | +1.6% |
| August 29, 2014 | 3 selling | +25.3% | +59.0% | +60.7% |
| February 29, 2012 | 11 selling | −4.1% | −13.4% | +14.3% |