Public ownership evidence

WisdomTree, Inc. (WT) Ownership Disclosures

Read WT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

WisdomTree, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-10
Trade date
2026-09-09
Reporting owners
Lilien R Jarrett
Code
S
Shares
30,000
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001197950-26-000017
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read WT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read WT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-102026-09-09Lilien R JarrettS30,000Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28104,830$1,775,822None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-26126,350$1,839,656None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2668,950$1,168,013None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25143,309$2,427,654None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-252,427,654$143,309,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2031,336$530,838None
Caitlin John, LLC2026-06-302026-08-1817$288None
Corient Private Wealth LP2026-06-302026-08-18104,858$1,776,296None
Transamerica Financial Advisors, LLC2026-06-302026-08-182,128$36,050None
Jefferies Financial Group Inc.2026-06-302026-08-1823,692$401,342None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-181,231$20,853None
Odyssean, LLC2026-06-302026-08-15165,432$2,802,418None
Investors Portfolio Services LLC2026-06-302026-08-1528$474None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-1553,431$905,121None
TORONTO DOMINION BANK2026-06-302026-08-1560,836$1,030,562None
TORONTO DOMINION BANK2026-06-302026-08-154$61None
SummitTX Capital, L.P.2026-06-302026-08-15172,948$2,929,739None
SEI INVESTMENTS CO2026-06-302026-08-1573,133$1,238,873None
SEI INVESTMENTS CO2026-06-302026-08-1563,686$1,078,730None
SEI INVESTMENTS CO2026-06-302026-08-1584,303$1,428,090None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,565$43,451None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-1528,345$480,164None
Integrated Quantitative Investments LLC2026-06-302026-08-1592,150$1,561,021None
Ameritas Advisory Services, LLC2026-06-302026-08-159$161None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-15897,561$15,205,000None
CSM Advisors, LLC2026-06-302026-08-15551,313$9,340,000None
Militia Capital Partners, LP2025-12-312026-08-1547,600$580,244None
Militia Capital Partners, LP2025-09-302026-08-1547,600$661,640None
Militia Capital Partners, LP2025-06-302026-08-1547,600$547,876None
Militia Capital Partners, LP2025-03-312026-08-1528,400$253,328None
Militia Capital Partners, LP2024-12-312026-08-1517,600$184,800None
XTX Topco Ltd2026-06-302026-08-15268,859$4,554,471None
Crawford Fund Management, LLC2026-06-302026-08-15247,109$4,186,026None
Crawford Fund Management, LLC2026-06-302026-08-15232,385$3,936,602None
Crawford Fund Management, LLC2026-06-302026-08-1596,160$1,628,950None
Aquatic Capital Management LLC2026-06-302026-08-1530,749$520,888None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-151,686,776$28,573,985None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-151,686,776$28,573,985None
Qube Research & Technologies Ltd2026-06-302026-08-15767,085$12,994,420None
Neo Ivy Capital Management2026-06-302026-08-15171,295$2,901,737None
Diametric Capital, LP2026-06-302026-08-1573,575$1,246,360None
Caption Management, LLC2026-06-302026-08-15570,000$9,655,800Call
OSAIC HOLDINGS, INC.2026-06-302026-08-15267$4,523None
OSAIC HOLDINGS, INC.2026-06-302026-08-15106,853$1,810,090None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,831$115,750None
Squarepoint Ops LLC2026-06-302026-08-1570,082$1,187,189None
Man Group plc2026-06-302026-08-1530,664$519,448None
Simcoe Capital Management, LLC2026-06-302026-08-152,674,045$45,298,322None
MetLife Investment Management, LLC2026-06-302026-08-1579,387$1,344,816None
Engineers Gate Manager LP2026-06-302026-08-15203,153$3,441,412None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗Caitlin John, LLC ↗Corient Private Wealth LP ↗Transamerica Financial Advisors, LLC ↗Jefferies Financial Group Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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