Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WisdomTree, Inc.WT · Entity 4093 | Director | June 17, 2025 | June 18, 2025 |
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, 2025 · Filed June 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 158,205 |
Reported balance
After 2025-06-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-17 · Grant · Acquired 9,871 · Balance 158,205 F1: Includes restricted stock award that vests as to 9,871 shares on June 17, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock award that vests as to 9,871 shares on June 17, 2026.
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, 2025 Filed Jun 18, 2025 19:50 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 9,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-25-000359 · f4_a1eus000005xztfma0-live.xml · nonDerivative · entry 1 NEUGER WIN J · CIK 0001236606 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,205 F1 · balance_after: Includes restricted stock award that vests as to 9,871 shares on June 17, 2026. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 20:43 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 10,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-24-000298 · f4_a1edp0000016qgcmam-live.xml · nonDerivative · entry 1 NEUGER WIN J · CIK 0001236606 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,334 F1 · balance_after: Includes restricted stock awards which vest as to (i) 14,662 shares on June 26, 2024 and (ii) 10,152 shares on June 12, 2025. Read SEC document |
| June 26, 2023 Filed Jun 27, 2023 20:28 UTC | WisdomTree, Inc. WT · Entity 4093 | GrantCommon Stock | 14,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001664272-23-000382 · f4_a1e2k00000tmg2guah-live.xml · nonDerivative · entry 1 NEUGER WIN J · CIK 0001236606 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,182 F1 · balance_after: Includes restricted stock awards which vest as to (i) 19,762 shares on July 15, 2023 and (ii) 14,662 shares on June 26, 2024. Read SEC document |
| July 25, 2022 Filed Jul 26, 2022 18:35 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 19,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043198 · doc4.xml · nonDerivative · entry 1 NEUGER WIN J · CIK 0001236606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,520 F1 · balance_after: Includes restricted stock award which vests as to 19,762 shares on July 15, 2023. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 21:12 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042126 · doc4.xml · nonDerivative · entry 1 NEUGER WIN J · CIK 0001236606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,758 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 18:06 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 27,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037838 · doc4.xml · nonDerivative · entry 1 NEUGER WIN J · CIK 0001236606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,133 F1 · balance_after: Includes restricted stock award which vests as to 27,247 shares on June 18, 2021. Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 20:11 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 15,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038211 · doc4.xml · nonDerivative · entry 1 NEUGER WIN J · CIK 0001236606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,886 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: 0001209191-18-038865 · doc4.xml · nonDerivative · entry 1 NEUGER WIN J · CIK 0001236606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,938 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 16:01 UTC | WisdomTree, Inc. WETF · Entity 4093 | GrantCommon Stock | 10,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041171 · doc4.xml · nonDerivative · entry 1 NEUGER WIN J · CIK 0001236606 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,002 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.