WisdomTree, Inc.
US ˙ NYSE

SecurityWT / WisdomTree, Inc.
InsiderR Jarrett Lilien
This page shows the track record and history of Lilien R Jarrett insider trades in WisdomTree, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by R Jarrett Lilien in WT / WisdomTree, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2020-02-03 23,529 4.2281 23,529 4.2281 99,483 338 5.74 35,574 35.76
2019-10-29 18,940 5.2800 18,940 5.2800 100,003

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

WT / WisdomTree, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by R Jarrett Lilien in WT / WisdomTree, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2014-11-19 13,569 15.1700 13,569 15.1700 205,842 27 13.88 -17,503 -8.50
2014-02-18 40,000 15.2600 40,000 15.2600 610,400
2013-10-30 70,167 14.3000 70,167 14.3000 1,003,388
2013-08-05 2,500 13.0500 2,500 13.0500 32,625
2013-05-10 19,000 11.8100 19,000 11.8100 224,390
2013-05-08 10,000 12.1700 10,000 12.1700 121,700
2013-02-06 25,357 9.0900 25,357 9.0900 230,495
2012-08-07 5,803 7.1400 5,803 7.1400 41,433
2012-08-06 1,740 7.1400 1,740 7.1400 12,424
2012-08-03 28,361 7.0100 28,361 7.0100 198,811
2012-06-08 20,000 7.1000 20,000 7.1000 142,000
2012-06-07 20,000 6.9400 20,000 6.9400 138,800
2012-06-06 40,000 6.7800 40,000 6.7800 271,200
2012-05-16 20,000 7.1300 20,000 7.1300 142,600
2012-02-03 43,377 5.3300 43,377 5.3300 231,199
2012-02-02 269,045 5.3300 269,045 5.3300 1,434,010

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

WT / WisdomTree, Inc. Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2025-08-27 2025-08-26 4 Lilien R Jarrett WT Common Stock S - Sale D 13.2100 -12,500 -165 1,036,138
2025-08-13 2025-08-12 4 Lilien R Jarrett WT Common Stock S - Sale D 13.3300 -25,000 -333 1,048,638
2025-01-29 2025-01-27 4 Lilien R Jarrett WT Common Stock F - Taxes D -81,141 1,073,638
2025-01-29 2025-01-27 4 Lilien R Jarrett WT Common Stock M - Exercise D 157,526 1,154,779
2025-01-27 2025-01-25 4 Lilien R Jarrett WT Common Stock F - Taxes D -62,296 997,253
2025-01-27 2025-01-25 4 Lilien R Jarrett WT Common Stock A - Award D 107,821 1,059,549
2024-01-31 2024-01-29 4 Lilien R Jarrett WT Common Stock M - Exercise D 143,386 1,027,744
2024-01-31 2024-01-29 4 Lilien R Jarrett WT Common Stock F - Taxes D -76,016 951,728
2024-01-29 2024-01-25 4 Lilien R Jarrett WT Common Stock A - Award D 164,537 932,570
2024-01-29 2024-01-25 4 Lilien R Jarrett WT Common Stock F - Taxes D -48,212 884,358
2023-02-01 2023-01-30 4 Lilien R Jarrett WT Common Stock F - Taxes D -4,366 768,033
2023-02-01 2023-01-30 4 Lilien R Jarrett WT Common Stock M - Exercise D 10,830 772,399
2023-01-27 2023-01-25 4 Lilien R Jarrett WT Common Stock A - Award D 195,495 790,725
2023-01-27 2023-01-25 4 Lilien R Jarrett WT Common Stock F - Taxes D -29,156 761,569
2022-04-22 2022-01-25 4/A Lilien R Jarrett WETF Performance Based Restricted Stock Units A - Award D 0.00 74,612 74,612
2022-01-27 2022-01-25 4 Lilien R Jarrett WETF Performance Based Restricted Stock Units A - Award D 0.00 88,546 88,546
2022-01-27 2022-01-25 4 Lilien R Jarrett WETF Common Stock F - Taxes D -29,163 595,230
2022-01-27 2022-01-25 4 Lilien R Jarrett WETF Common Stock A - Award D 88,545 624,393
2021-01-27 2021-01-25 4 Lilien R Jarrett WETF Performance Based Restricted Stock Units A - Award D 0.00 67,877 67,877
2021-01-27 2021-01-25 4 Lilien R Jarrett WETF Common Stock F - Taxes D -19,611 535,848
2021-01-27 2021-01-25 4 Lilien R Jarrett WETF Common Stock A - Award D 67,877 555,459
2020-12-14 2020-12-11 4 Lilien R Jarrett WETF Common Stock F - Taxes D -44,351 487,582
2020-02-04 2020-02-03 4 Lilien R Jarrett WETF Common Stock P - Purchase D 4.2281 23,529 99 531,933
2020-01-28 2020-01-25 4 Lilien R Jarrett WETF Performance Based Restricted Stock Units A - Award D 0.00 13,089 13,089
2020-01-28 2020-01-25 4 Lilien R Jarrett WETF Common Stock F - Taxes D -13,432 508,404
2020-01-28 2020-01-25 4 Lilien R Jarrett WETF Common Stock A - Award D 52,356 521,836
2019-12-13 2019-12-11 4 Lilien R Jarrett WETF Common Stock F - Taxes D -31,850 469,480
2019-10-30 2019-10-29 4 Lilien R Jarrett WETF Common Stock P - Purchase D 5.2800 18,940 100 501,330
2019-01-29 2019-01-25 4 Lilien R Jarrett WETF Performance Based Restricted Stock Units A - Award D 0.00 22,430 22,430
2019-01-29 2019-01-25 4 Lilien R Jarrett WETF Common Stock F - Taxes D -416 482,390
2019-01-29 2019-01-25 4 Lilien R Jarrett WETF Common Stock A - Award D 89,719 482,806
2018-12-12 2018-12-11 4 Lilien R Jarrett WETF Common Stock F - Taxes D -37,869 393,087
2018-06-22 2018-06-20 4 Lilien R Jarrett WETF Common Stock F - Taxes D -3,904 430,956
2018-01-29 2018-01-25 4 Lilien R Jarrett WETF Common Stock A - Award D 2,866 434,860
2017-12-12 2017-12-11 4 Lilien R Jarrett WETF Common Stock A - Award D 250,000 431,994
2017-06-21 2017-06-20 4 Lilien R Jarrett WETF Common Stock A - Award D 10,214 181,994
2016-06-21 2016-06-20 4 Lilien R Jarrett WETF Common Stock A - Award D 9,487 168,295
2015-06-25 2015-06-24 4 Lilien R Jarrett By Bendigo Ventures WETF Common Stock A - Award I 3,485 37,293
2014-11-20 2014-11-19 4 Lilien R Jarrett By Bendigo Ventures WETF Common Stock S - Sale I 15.1700 -13,569 -206 33,808
2014-07-01 2014-06-27 4 Lilien R Jarrett By Bendigo Ventures WETF Common Stock A - Award I 6,672 47,377
2014-02-19 2013-10-30 4 Lilien R Jarrett WETF Common Stock S - Sale D 15.2600 -40,000 -610 125,000
2014-02-19 2014-02-18 4/A Lilien R Jarrett WETF Common Stock S - Sale D 15.2600 -40,000 -610 125,000
2013-10-31 2013-10-30 4 Lilien R Jarrett WETF Common Stock S - Sale D 14.3000 -70,167 -1,003 165,000
2013-08-07 2013-08-05 4 Lilien R Jarrett WETF Common Stock S - Sale D 13.0500 -2,500 -33 235,167
2013-05-10 2013-05-10 4 Lilien R Jarrett WETF Common Stock S - Sale D 11.8100 -19,000 -224 237,667
2013-05-10 2013-05-08 4 Lilien R Jarrett WETF Common Stock S - Sale D 12.1700 -10,000 -122 256,667
2013-02-07 2013-02-06 4 Lilien R Jarrett WETF Common Stock S - Sale D 9.0900 -25,357 -230 266,667
2012-08-07 2012-08-07 4 Lilien R Jarrett WETF Common Stock S - Sale D 7.1400 -5,803 -41 292,024
2012-08-07 2012-08-06 4 Lilien R Jarrett WETF Common Stock S - Sale D 7.1400 -1,740 -12 297,827
2012-08-07 2012-08-03 4 Lilien R Jarrett WETF Common Stock S - Sale D 7.0100 -28,361 -199 299,567
2012-06-12 2012-06-08 4 Lilien R Jarrett WETF Common Stock S - Sale D 7.1000 -20,000 -142 327,928
2012-06-08 2012-06-07 4 Lilien R Jarrett WETF Common Stock S - Sale D 6.9400 -20,000 -139 347,928
2012-06-08 2012-06-06 4 Lilien R Jarrett WETF Common Stock S - Sale D 6.7800 -40,000 -271 367,928
2012-05-29 2012-05-24 4 Lilien R Jarrett By Bendigo Ventures WETF Stock Option (right to buy) M - Exercise I 0.95 -80,631 0
2012-05-18 2012-05-16 4 Lilien R Jarrett By Bendigo Ventures WETF Stock Option (right to buy) M - Exercise I 0.95 0.9500 80,630 77 80,631
2012-05-18 2012-05-16 4 Lilien R Jarrett WETF Common Stock S - Sale D 7.1300 -20,000 -143 327,297
2012-02-06 2012-02-03 4 Lilien R Jarrett By Bendigo Ventures WETF Stock Option (right to buy) M - Exercise I 0.95 -43,377 161,261
2012-02-06 2012-02-03 4 Lilien R Jarrett By Bendigo Ventures WETF Common Stock S - Sale I 5.3300 -43,377 -231 40,705
2012-02-06 2012-02-03 4 Lilien R Jarrett By Bendigo Ventures WETF Common Stock M - Exercise I 0.9500 43,377 41 84,082
2012-02-06 2012-02-02 4 Lilien R Jarrett By Bendigo Ventures WETF Stock Option (right to buy) M - Exercise I 0.95 -190,098 204,638
2012-02-06 2012-02-02 4 Lilien R Jarrett By Bendigo Ventures WETF Common Stock S - Sale I 5.3300 -269,045 -1,434 40,705
2012-02-06 2012-02-02 4 Lilien R Jarrett By Bendigo Ventures WETF Common Stock M - Exercise I 0.9500 190,098 181 309,750
2011-07-22 3 Lilien R Jarrett WSDT Common Stock D 266,667
2011-07-22 3 Lilien R Jarrett By Bendigo Ventures WSDT Common Stock I 52,631
2011-07-22 3 Lilien R Jarrett By Bendigo Ventures WSDT Common Stock I 26,316
P
Åbent marked eller privat køb af ikke-afledte eller afledte værdipapirer
S
Åbent marked eller privat salg af ikke-afledte eller afledte værdipapirer
A
Tildeling, tildeling eller anden erhvervelse af værdipapirer fra virksomheden (såsom en option)
C
Konvertering af derivat
D
Salg eller overførsel af værdipapirer tilbage til virksomheden
F
Betaling af udnyttelseskurs eller skatteforpligtelse ved brug af en del af værdipapirer modtaget fra selskabet
G
Gave af værdipapirer af eller til insideren
K
Aktieswaps og lignende sikringstransaktioner
M
Udnyttelse eller konvertering af afledt værdipapir modtaget fra virksomheden (såsom en option)
V
En transaktion rapporteret frivilligt på formular 4
J
Andet (ledsaget af en fodnote, der beskriver transaktionen)