Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WisdomTree, Inc.WT · Entity 4093 | Director | June 17, 2026 | June 22, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WisdomTree, Inc.
Report date June 17, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 228,345 |
Reported balance
After 2026-06-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 5,509 · Balance 228,345 F1: Includes restricted stock award that vests as to 5,509 shares on June 17, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock award that vests as to 5,509 shares on June 17, 2027.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 17, 2026 Filed Jun 22, 2026 19:24 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 5,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001237844-26-000008 · f4_a1eus0000098yhlmaa-live.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,345 F1 · balance_after: Includes restricted stock award that vests as to 5,509 shares on June 17, 2027. Read SEC document |
| July 25, 2022 Filed Jul 26, 2022 18:36 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 19,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043199 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,990 F1 · shares: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Issuer's Non-Employee Directors' Deferred Compensation Program (the "Program") under the Issuer's 2022 Equity Plan (the "Plan"). In accordance with an election made by the Reporting Person to defer receipt of his annual restricted stock award under the Program, the shares of common stock underlying the RSUs will vest on July 15, 2023, and are payable on a one-for-one basis (i.e., one share of common stock for each RSU) upon the earlier of (i) a "separation from service" (as defined in Section 409A of the Internal Revenue Code of 1986, as amended (the "Code")) and (ii) a Sale Event (as defined in the Plan), so long as such Sale Event also constitutes a "change in the ownership or effective control" of the Issuer or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Section 409A of the Code). Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 15:55 UTC | WisdomTree, Inc. WETF · Entity 4093 | SaleCommon Stock | 10,024 | $5.89 | $59,006.28 |
DisclosureSEC source: 0001209191-21-056124 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,228 F1 · price: The price included in Column 4 is an average weighted price. These shares were sold in multiple transactions at prices ranging from $5.85 to $5.95, inclusive. The reporting person undertakes to provide to WisdomTree Investments, Inc., any security holder of WisdomTree Investments, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this Form 4. F2 · balance_after: Includes restricted stock award which vests as to 15,625 shares on June 17, 2022. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 21:13 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042129 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,252 F1 · balance_after: Includes restricted stock awards which vest as to (i) 27,247 shares on June 18, 2021 and (ii) 15,625 shares on June 17, 2022. Read SEC document |
| December 02, 2020 Filed Dec 3, 2020 21:19 UTC | WisdomTree, Inc. WETF · Entity 4093 | SaleCommon Stock | 5,568 | $4.50 | $25,056.00 |
DisclosureSEC source: 0001209191-20-061477 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,627 F1 · price: The price included in Column 4 is an average weighted price. These shares were sold in multiple transactions at prices ranging from $4.50 to $4.505, inclusive. The reporting person undertakes to provide to WisdomTree Investments, Inc., any security holder of WisdomTree Investments, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this Form 4. F2 · balance_after: Includes restricted stock award which vests as to 27,247 shares on June 18, 2021. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 18:09 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 27,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037840 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,195 F1 · balance_after: Includes restricted stock award which vests as to 27,247 shares on June 18, 2021. Read SEC document |
| November 11, 2019 Filed Nov 12, 2019 21:40 UTC | WisdomTree, Inc. WETF · Entity 4093 | SaleCommon Stock | 6,672 | $5.34 | $35,601.12 |
DisclosureSEC source: 0001209191-19-056044 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,948 F1 · price: The price included in Column 4 is an average weighted price. These shares were sold in multiple transactions at prices ranging from $5.31 to $5.365, inclusive. The reporting person undertakes to provide to WisdomTree Investments, Inc., any security holder of WisdomTree Investments, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this Form 4. F2 · balance_after: Includes restricted stock award which vests as to 15,948 shares on June 18, 2020. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 20:14 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 15,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038216 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,620 F1 · balance_after: Includes restricted stock award which vests as to 15,948 shares on June 18, 2020. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 22:21 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 8,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038866 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,672 F1 · balance_after: Includes restricted stock award which vests as to 8,936 shares on June 19, 2018. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 20:39 UTC | WisdomTree, Inc. WETF · Entity 4093 | Exercise / conversionStock Option (right to buy) · Derivative | 122,426 | $0.00 Strike: $2.15 | $0.00 |
DisclosureSEC source: 0001209191-18-008778 · doc4.xml · derivative · entry 3 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 122,426 shares Expires 2018-08-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Exercisable as to 61,476 shares on August 25, 2009 and 61,475 shares on each of August 25, 2010 and 2011. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 20:39 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 25,480 | $10.33 | $263,208.40 |
DisclosureSEC source: 0001209191-18-008778 · doc4.xml · nonDerivative · entry 2 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,917 F1 · balance_after: Includes restricted stock award which vests as to 10,214 shares on June 20, 2018. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 20:39 UTC | WisdomTree, Inc. WETF · Entity 4093 | Exercise / conversionCommon Stock | 122,426 | $2.15 | $263,215.90 |
DisclosureSEC source: 0001209191-18-008778 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes restricted stock award which vests as to 10,214 shares on June 20, 2018. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 17:44 UTC | WisdomTree, Inc. WETF · Entity 4093 | SaleCommon Stock | 50,000 | $11.71 | $585,370.00 |
DisclosureSEC source: 0001209191-17-066264 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,971 F1 · price: The price included in Column 4 is an average weighted price. These shares were sold in multiple transactions at prices ranging from $11.55 to $11.81, inclusive. The reporting person undertakes to provide to WisdomTree Investments, Inc., any security holder of WisdomTree Investments, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this Form 4. F2 · balance_after: Includes restricted stock award which vests as to 10,214 shares on June 20, 2018. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 19:56 UTC | WisdomTree, Inc. WETF · Entity 4093 | Exercise / conversionStock Option (right to buy) · Derivative | 62,000 | $0.00 Strike: $2.15 | $0.00 |
DisclosureSEC source: 0001209191-17-060842 · doc4.xml · derivative · entry 3 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,426 Underlying: Common Stock · 62,000 shares Expires 2018-08-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Exercisable as to 61,476 shares on August 25, 2009 and 61,475 shares on each of August 25, 2010 and 2011. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 19:56 UTC | WisdomTree, Inc. WETF · Entity 4093 | Tax withholdingCommon Stock | 11,976 | $11.13 | $133,292.88 |
DisclosureSEC source: 0001209191-17-060842 · doc4.xml · nonDerivative · entry 2 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,971 F1 · balance_after: Includes restricted stock award which vests as to 10,214 shares on June 20, 2018. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 19:56 UTC | WisdomTree, Inc. WETF · Entity 4093 | Exercise / conversionCommon Stock | 62,000 | $2.15 | $133,300.00 |
DisclosureSEC source: 0001209191-17-060842 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,947 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes restricted stock award which vests as to 10,214 shares on June 20, 2018. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 16:02 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 10,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041172 · doc4.xml · nonDerivative · entry 1 SALERNO FRANK · CIK 0001237844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,947 F1 · balance_after: Includes restricted stock award which vests as to 10,214 shares on June 20, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.