David M. Yates

CIK: 0001916322

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)2 (16.7%)

Position reduction

Option Exercises (M)1 (8.3%)

Derivative conversions

Awards (A)5 (41.7%)

Compensation grants

Other (G, F, J, C, D, …)4 (33.3%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

WisdomTree, Inc.

Officer

Discretionary Trading P&L

Holdings

Transaction History (12 total)

WT
WisdomTree, Inc.
May 5, 2026
Sale(S)
Direct
15K shares at avg. $18.06$271K
WT
WisdomTree, Inc.
Feb 23, 2026
Award(A)
Performance Based Restricted Stock Units
Direct
2.7K shares-
WT
WisdomTree, Inc.
Jan 27, 2026
Exercise(M)
Direct
38K shares-
WT
WisdomTree, Inc.
Jan 27, 2026
Tax Payment(F)
Direct
19.8K shares-
WT
WisdomTree, Inc.
Jan 25, 2026
Award(A)
Performance Based Restricted Stock Units
Direct
4.9K shares-
WT
WisdomTree, Inc.
Jan 25, 2026
Tax Payment(F)
Direct
20.5K shares-
WT
WisdomTree, Inc.
Jan 25, 2026
Award(A)
Direct
22.7K shares-
WT
WisdomTree, Inc.
Dec 2, 2025
Gift(G)
Direct
9.1K shares-
WT
WisdomTree, Inc.
Dec 2, 2025
Sale(S)
Direct
6.8K shares at avg. $11.13$76K
WT
WisdomTree, Inc.
Jan 25, 2025
Award(A)
Performance Based Restricted Stock Units
Direct
10.5K shares-
WT
WisdomTree, Inc.
Jan 25, 2025
Tax Payment(F)
Direct
21.1K shares-
WT
WisdomTree, Inc.
Jan 25, 2025
Award(A)
Direct
34.7K shares-

		Type	Shares	Price		Ownership
May 5, 2026	WT WisdomTree, Inc.	Sale(S)	15,000	$18.06	$270,900	Direct
Feb 23, 2026	WT WisdomTree, Inc.	Award(A) Performance Based Restricted Stock Units	2,673	-	-	Direct
Jan 27, 2026	WT WisdomTree, Inc.	Exercise(M)	37,997	-	$0	Direct
Jan 27, 2026	WT WisdomTree, Inc.	Tax Payment(F)	19,816	-	$0	Direct
Jan 25, 2026	WT WisdomTree, Inc.	Award(A) Performance Based Restricted Stock Units	4,889	-	-	Direct
Jan 25, 2026	WT WisdomTree, Inc.	Tax Payment(F)	20,493	-	$0	Direct
Jan 25, 2026	WT WisdomTree, Inc.	Award(A)	22,688	-	$0	Direct
Dec 2, 2025	WT WisdomTree, Inc.	Gift(G)	9,100	-	-	Direct
Dec 2, 2025	WT WisdomTree, Inc.	Sale(S)	6,820	$11.13	$75,873	Direct
Jan 25, 2025	WT WisdomTree, Inc.	Award(A) Performance Based Restricted Stock Units	10,517	-	-	Direct
Jan 25, 2025	WT WisdomTree, Inc.	Tax Payment(F)	21,052	-	$0	Direct
Jan 25, 2025	WT WisdomTree, Inc.	Award(A)	34,662	-	$0	Direct

1-12 of 12 transactions

About Yates David M

Yates David M (SEC CIK 0001916322) files insider reports with the SEC as Chief Information Officer of WisdomTree, Inc. (WT).

Signal8 holds 8 ownership filings by Yates David M, all Form 4s, filed between Jan 27, 2025 and May 6, 2026. Those filings report 12 transactions, from Jan 25, 2025 to May 5, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Yates David M's filings is in NEW YORK, NY.

Recent filings by Yates David M

May 5, 2026: Open-market sale of WT shares (Form 4, code S).
Feb 23, 2026: Grant or award of WT derivative securities (Form 4, code A).
Jan 27, 2026: Option exercise of WT shares (Form 4, code M).
Jan 27, 2026: Tax withholding of WT shares (Form 4, code F).
Jan 25, 2026: Grant or award of WT derivative securities (Form 4, code A).

Other insiders filing for WisdomTree, Inc. (WT)

Lilien R Jarrett, President and COO
SALERNO FRANK, Director
PANKOPF TONIA L, Director
Naidoo Shamla, Director
Mielke Daniela, Director
Delorier Rilla S, Director

How to read Form 4 transaction codes