WisdomTree ($WT) Insider Trading & Smart Money Activity
WisdomTree, Inc. ($WT) has 14 insider trades and 16 13F position changes on file. Insiders filed 14 Form 4 transactions in the last 12 months, none of them open-market purchases or sales.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 0
- Net insider $ (12 mo)
- $0
- Congress trades (12 mo)
- 0
- 13F moves on file
- 16
- Analyst ratings on file
- 0
WT insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q2 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q3 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q4 2026 | 0 | 0 | 0 / 0 | 3 / 13 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All WT insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 13F | Trust Co of Toledo Na | Sold out | -200.12K sh | Read | |||||||
| 13F | Onyx Bridge Wealth Group | Reduced | -28.14K sh | $14.05M | — | ||||||
| 13F | Howard Capital Management | Reduced | -1.86M sh | $11.43M | Read | ||||||
| 13F | Hengehold Capital Management | Reduced | -42.01K sh | $14.94M | — | ||||||
| 13F | Halbert Hargrove Global Advisors | Reduced | -539.69K sh | $281.54M | — | ||||||
| 13F | Eagle Strategies | Reduced | -39.51K sh | $10.82M | — | ||||||
| 13F | Aspiriant | Reduced | -17.34K sh | $10.58M | — | ||||||
| 13F | WealthPlan Investment Management | Added | +64.71K sh | $13.83M | — | ||||||
| 13F | Mission Wealth Management | Reduced | -1.07M sh | $40.37M | — | ||||||
| 13F | Hbw Advisory Services | Reduced | -25.39K sh | $1.52M | — | ||||||
| 13F | Guyasuta Investment Advisors | Added | +9.07K sh | $1.58M | — | ||||||
| 13F | Orgel Wealth Management | Sold out | -3.16K sh | Read | |||||||
| 13F | Kmg Fiduciary Partners | Sold out | -11.18K sh | Read | |||||||
| 13F | Heck Capital Advisors | Sold out | -48.11K sh | Read | |||||||
| 13F | Euro Pacific Asset Management | Reduced | -1.74K sh | $1.45M | Read | ||||||
| 13F | B. Riley Wealth Advisors | New | +147.49K sh | $6.91M | Read | ||||||
| Insider | Tonia Pankopf | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | — | |||||
| Insider | Tonia Pankopf | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | Read | |||||
| Insider | Shamla Naidoo | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | — | |||||
| Insider | Shamla Naidoo | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | Read | |||||
| Insider | Daniela Mielke | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | — | |||||
| Insider | Daniela Mielke | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | Read | |||||
| Insider | Rilla Delorier | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | — | |||||
| Insider | Rilla Delorier | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | Read | |||||
| Insider | Smita Conjeevaram | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | — | |||||
| Insider | Smita Conjeevaram | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | Read | |||||
| Insider | Anthony Bossone | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | — | |||||
| Insider | Anthony Bossone | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | Read | |||||
| Insider | Lynn Blake | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | — | |||||
| Insider | Lynn Blake | Buy (Grant or award) | 5.51K sh | -1.8% | +10.4% | Read |
1W / 1M / 6M = how WT moved from the trade or filing date.
Insider trading in WT: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| Tonia Pankopf | 2 | — | Jun 17, 2026 | ||
| Shamla Naidoo | 2 | — | Jun 17, 2026 | ||
| Daniela Mielke | 2 | — | Jun 17, 2026 | ||
| Rilla Delorier | 2 | — | Jun 17, 2026 | ||
| Smita Conjeevaram | 2 | — | Jun 17, 2026 | ||
| Anthony Bossone | 2 | — | Jun 17, 2026 | ||
| Lynn Blake | 2 | — | Jun 17, 2026 |
Institutions moving WT (13F)
Frequently asked questions
What is the latest insider trade in WT?
Tonia Pankopf filed a buy (grant or award) of 5.51K sh on Jun 17, 2026.
Which institutions changed their WT positions?
Recent 13F filers moving the stock include Trust Co of Toledo Na, Onyx Bridge Wealth Group, Howard Capital Management, Hengehold Capital Management and Halbert Hargrove Global Advisors.
Other asset management stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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