Yates David M
SEC CIK 1916322 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| WT | WisdomTree, Inc. | CIO | 157.5K | — | $346.8K | 13 | 2023-01-25 | 2026-05-05 |
Most active insiders at WT, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Lilien R Jarrett | Pres, COO | — | $2.24M |
| 2 | Ziemba Peter M | Chief Administrative Off | — | $1.93M |
| 3 | Yates David M | CIO | — | $346.8K |
| 4 | Blake Lynn S. | Dir | — | — |
| 5 | Naidoo Shamla | Dir | — | — |
| 6 | Peck William Bradley | Head of Digital Assets | — | — |
| 7 | Marinof Alexis | CEO, Europe | — | — |
| 8 | Frankenthaler Marci | CLO | — | — |
| 9 | Conjeevaram Smita | Dir | — | — |
| 10 | Mielke Daniela | Dir | — | — |
Transactions 13
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 16:56 | 2026-05-05 | WT | WisdomTree, Inc. | Yates David M | CIO | S - Sale | $18.06 | -15.0K | 157.5K | -9% | -$270.9K | |
| D | 2026-01-29 | 2026-01-27 | WT | WisdomTree, Inc. | Yates David M | CIO | F - Tax | $0.00 | -19.8K | 172.5K | -10% | $0 |
| D | 2026-01-29 | 2026-01-27 | WT | WisdomTree, Inc. | Yates David M | CIO | M - OptEx | $0.00 | +38.0K | 192.3K | +25% | $0 |
| D | 2026-01-27 | 2026-01-25 | WT | WisdomTree, Inc. | Yates David M | CIO | A - Grant | $0.00 | +22.7K | 174.8K | +15% | $0 |
| D | 2026-01-27 | 2026-01-25 | WT | WisdomTree, Inc. | Yates David M | CIO | F - Tax | $0.00 | -20.5K | 154.3K | -12% | $0 |
| 2025-12-03 | 2025-12-02 | WT | WisdomTree, Inc. | Yates David M | CIO | S - Sale | $11.13 | -6,820 | 152.1K | -4% | -$75.9K | |
| 2025-12-03 | 2025-12-02 | WT | WisdomTree, Inc. | Yates David M | CIO | G - Gift | $0.00 | -9,100 | 158.9K | -5% | $0 | |
| D | 2025-01-27 | 2025-01-25 | WT | WisdomTree, Inc. | Yates David M | CIO | A - Grant | $0.00 | +34.7K | 189.1K | +22% | $0 |
| D | 2025-01-27 | 2025-01-25 | WT | WisdomTree, Inc. | Yates David M | CIO | F - Tax | $0.00 | -21.1K | 168.0K | -11% | $0 |
| D | 2024-01-29 | 2024-01-25 | WT | WisdomTree, Inc. | Yates David M | CIO | F - Tax | $0.00 | -17.3K | 154.4K | -10% | $0 |
| D | 2024-01-29 | 2024-01-25 | WT | WisdomTree, Inc. | Yates David M | CIO | A - Grant | $0.00 | +50.2K | 171.7K | +41% | $0 |
| D | 2023-01-27 | 2023-01-25 | WT | WisdomTree, Inc. | Yates David M | CIO | F - Tax | $0.00 | -11.1K | 121.5K | -8% | $0 |
| D | 2023-01-27 | 2023-01-25 | WT | WisdomTree, Inc. | Yates David M | CIO | A - Grant | $0.00 | +63.6K | 132.6K | +92% | $0 |
Purchase Sale Sale after option exercise All abbreviations