Yates David M
SEC insider (Form 3/4/5 filer). CIK 0001916322. Chief Information Officer at WisdomTree, Inc. (WT). 12 reported Form 4/5 transactions since Sep 2024; latest on May 5, 2026. Located in NEW YORK, NY.
Companies Yates David M has filed insider reports for
- WisdomTree, Inc. (WT): Officer, Chief Information Officer
Yates David M
CIK: 0001916322
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
WisdomTree, Inc.
Discretionary Trading P&L
Holdings
Transaction History (12 total)
- May 5, 2026WT
WisdomTree, Inc.
SaleDirect15K shares at avg. $18.06$271K - Feb 23, 2026WT
WisdomTree, Inc.
AwardDirectPerformance Based Restricted Stock Units
2.7K shares- - Jan 27, 2026WT
WisdomTree, Inc.
ExerciseDirect38K shares- - Jan 27, 2026WT
WisdomTree, Inc.
Tax PaymentDirect19.8K shares- - Jan 25, 2026WT
WisdomTree, Inc.
AwardDirectPerformance Based Restricted Stock Units
4.9K shares- - Jan 25, 2026WT
WisdomTree, Inc.
Tax PaymentDirect20.5K shares- - Jan 25, 2026WT
WisdomTree, Inc.
AwardDirect22.7K shares- - Dec 2, 2025WT
WisdomTree, Inc.
GiftDirect9.1K shares- - Dec 2, 2025WT
WisdomTree, Inc.
SaleDirect6.8K shares at avg. $11.13$76K - Jan 25, 2025WT
WisdomTree, Inc.
AwardDirectPerformance Based Restricted Stock Units
10.5K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| May 5, 2026 | WT WisdomTree, Inc. | Sale | 15,000 | $18.06 | $270,900 | Direct |
| Feb 23, 2026 | WT WisdomTree, Inc. | Award Performance Based Restricted Stock Units | 2,673 | - | - | Direct |
| Jan 27, 2026 | WT WisdomTree, Inc. | Exercise | 37,997 | - | $0 | Direct |
| Jan 27, 2026 | WT WisdomTree, Inc. | Tax Payment | 19,816 | - | $0 | Direct |
| Jan 25, 2026 | WT WisdomTree, Inc. | Award Performance Based Restricted Stock Units | 4,889 | - | - | Direct |
| Jan 25, 2026 | WT WisdomTree, Inc. | Tax Payment | 20,493 | - | $0 | Direct |
| Jan 25, 2026 | WT WisdomTree, Inc. | Award | 22,688 | - | $0 | Direct |
| Dec 2, 2025 | WT WisdomTree, Inc. | Gift | 9,100 | - | - | Direct |
| Dec 2, 2025 | WT WisdomTree, Inc. | Sale | 6,820 | $11.13 | $75,873 | Direct |
| Jan 25, 2025 | WT WisdomTree, Inc. | Award Performance Based Restricted Stock Units | 10,517 | - | - | Direct |
1-10 of 12 transactions