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 18, 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 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 650,898 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 5,509 · Balance 650,898 F1: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of his annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2027, and is payable on a one-for-one basis (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 (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of his annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2027, and is payable on a one-for-one basis (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 (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A).
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 18, 2026 20:21 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 5,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001526062-26-000002 · f4_a1eus0000096qmjmaa-live.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650,898 F1 · shares: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of his annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2027, and is payable on a one-for-one basis (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 (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 19:45 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 9,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000355 · f4_a1eus000005xy2xmas-live.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 645,389 F1 · shares: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of his annual restricted stock award, the common stock underlying the RSUs will vest on June 17, 2026, and is payable on a one-for-one basis (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 (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 20:41 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 10,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000296 · f4_a1edp0000016qgnma2-live.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635,518 F1 · shares: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of his annual restricted stock award, the common stock underlying the RSUs will vest on June 12, 2025, and is payable on a one-for-one basis (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 (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). Read SEC document |
| June 26, 2023 Filed Jun 27, 2023 20:32 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 14,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000384 · f4_a1e2k00000tmg27uah-live.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625,366 F1 · shares: Restricted stock units ("RSUs") issued to the Reporting Person pursuant to the Non-Employee Directors' Deferred Compensation Program under the 2022 Equity Plan. In accordance with an election made by the Reporting Person to defer receipt of his annual restricted stock award, the common stock underlying the RSUs will vest on June 26, 2024, and are payable on a one-for-one basis (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 (Code)) and (ii) a Sale Event (as defined in the 2022 Equity Plan) so long as such Sale Event also constitutes a "change in the ownership or effective control" or a "change in the ownership of a substantial portion of the assets" of the Issuer (as such terms are defined in Code Section 409A). Read SEC document |
| July 25, 2022 Filed Jul 26, 2022 18:32 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 19,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043194 · doc4.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,704 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 |
| June 17, 2021 Filed Jun 21, 2021 21:09 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042117 · doc4.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 590,942 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 |
| June 18, 2020 Filed Jun 19, 2020 18:01 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon | 27,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037835 · doc4.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,317 F1 · balance_after: Includes restricted stock award which vests as to 27,247 shares on June 18, 2021. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 15:37 UTC | WisdomTree, Inc. WETF · Entity 4093 | PurchaseCommon Stock | 100,000 | $3.00 | $300,000.00 |
DisclosureSEC source: 0001209191-20-018357 · doc4.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,070 F1 · price: The price included in Column 4 is an average weighted price. These shares were purchased in multiple transactions at prices ranging from $2.995 to $3.00, 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 purchased 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 |
| March 02, 2020 Filed Mar 3, 2020 14:29 UTC | WisdomTree, Inc. WETF · Entity 4093 | PurchaseCommon Stock | 16,200 | $3.89 | $63,018.00 |
DisclosureSEC source: 0001209191-20-014872 · doc4.xml · nonDerivative · entry 2 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,070 F2 · balance_after: Includes restricted stock award which vests as to 15,948 shares on June 18, 2020. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 14:29 UTC | WisdomTree, Inc. WETF · Entity 4093 | PurchaseCommon Stock | 83,800 | $3.90 | $326,476.42 |
DisclosureSEC source: 0001209191-20-014872 · doc4.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,870 F1 · price: The price included in Column 4 is an average weighted price. These shares were purchased in multiple transactions at prices ranging from $3.89 to $3.90, 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 purchased 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 |
| November 14, 2019 Filed Nov 15, 2019 16:24 UTC | WisdomTree, Inc. WETF · Entity 4093 | PurchaseCommon Stock | 100,000 | $4.99 | $499,430.00 |
DisclosureSEC source: 0001209191-19-056663 · doc4.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,070 F1 · price: The price included in Column 4 is an average weighted price. These shares were purchased in multiple transactions at prices ranging from $4.975 to $5.00, 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 purchased 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 20:03 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon | 15,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038207 · doc4.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,070 F1 · balance_after: Includes restricted stock award which vests as to 15,948 shares on June 18, 2020. Read SEC document |
| February 04, 2019 Filed Feb 5, 2019 13:20 UTC | WisdomTree, Inc. WETF · Entity 4093 | PurchaseCommon Stock | 50,000 | $5.92 | $295,965.00 |
DisclosureSEC source: 0001209191-19-007159 · doc4.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,122 F1 · price: The price included in Column 4 is an average weighted price. These shares were purchased in multiple transactions at prices ranging from $5.91 to $5.93, 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 purchased 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 8,936 shares on June 19, 2019. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 22:19 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon | 8,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038863 · doc4.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,122 F1 · balance_after: Includes restricted stock award which vests as to 8,936 shares on June 19, 2019. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 15:59 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon | 10,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041168 · doc4.xml · nonDerivative · entry 1 Bossone Anthony · CIK 0001526062 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,186 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.