WisdomTree, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of WisdomTree ETFs in 401(k) plans. It develops index using its fundamentally weighted index methodology. In addition, the company provides investment advisory services. The company was founded in 1985 and is based in New York, New York.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-04-26 |
2024-03 |
0.11 |
0.12 |
0.01 |
9.09% |
2024-02-02 |
2023-12 |
0.11 |
0.11 |
N/A |
N/A |
2023-10-27 |
2023-09 |
0.1 |
0.1 |
N/A |
N/A |
2023-07-28 |
2023-06 |
0.09 |
0.09 |
N/A |
N/A |
2023-04-28 |
2023-03 |
0.05 |
0.07 |
0.02 |
40.00% |
2023-02-03 |
2022-12 |
0.04 |
0.04 |
N/A |
N/A |
Date |
Firm |
Action |
From |
To |
2023-10-05 |
Morgan Stanley |
Upgrade |
Equal-Weight |
Equal-Weight |
2023-07-31 |
Morgan Stanley |
Upgrade |
Equal-Weight |
Equal-Weight |
2023-07-30 |
Oppenheimer |
Upgrade |
Outperform |
Outperform |
2023-07-11 |
Morgan Stanley |
Upgrade |
Equal-Weight |
Equal-Weight |
2023-06-27 |
Goldman Sachs |
Upgrade |
|
Sell |
2023-05-14 |
Oppenheimer |
Upgrade |
|
Outperform |
Date |
Name |
Relation |
Quantity |
Description |
2023-08-17 |
DELORIER RILLA S |
Director |
11.83K |
Stock Award(Grant) |
2024-01-24 |
EDMISTON BRYAN J |
Chief Financial Officer |
210.41K |
Stock Award(Grant) |
2024-01-28 |
FRANKENTHALER MARCI |
Officer |
250.82K |
Conversion of Exercise of derivative security |
2024-01-28 |
LILIEN ROBERT JARRETT |
President |
1.98M |
Conversion of Exercise of derivative security |
2024-01-28 |
MARINOF ALEXIS |
Officer |
288.47K |
Conversion of Exercise of derivative security |
2023-06-25 |
NEUGER WIN J |
Director |
138.18K |
Stock Award(Grant) |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Blackrock Inc. |
17.75M |
121.78M |
11.81% |
2023-06-29 |
Vanguard Group Inc |
14.96M |
102.63M |
9.95% |
2023-06-29 |
ArrowMark Colorado Holdings LLC |
14.75M |
101.20M |
9.81% |
2023-06-29 |
Massachusetts Financial Services Co. |
4.95M |
33.98M |
3.30% |
2023-06-29 |
Azora Capital Lp |
4.91M |
33.66M |
3.26% |
2023-06-29 |
State Street Corporation |
4.64M |
31.85M |
3.09% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-09-29 |
iShares Core S&P Smallcap ETF |
7.72M |
54.04M |
5.14% |
2023-07-30 |
Vanguard Explorer Fund, Inc. |
5.58M |
38.83M |
3.71% |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
3.78M |
25.93M |
2.51% |
2023-05-30 |
MFS New Discovery Fund |
3.65M |
24.79M |
2.42% |
2023-06-29 |
Vanguard Small-Cap Index Fund |
3.28M |
22.47M |
2.18% |
2023-08-30 |
iShares Russell 2000 ETF |
3.14M |
22.95M |
2.09% |
Dividend |
Date |
0.03 |
2024-05-07 |
0.03 |
2024-02-13 |
0.03 |
2023-11-07 |
0.03 |
2023-08-08 |
0.03 |
2023-05-09 |
0.03 |
2023-02-14 |