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R. Jarrett Lilien

WT
PRESIDENT AND COO · WISDOMTREE, INC. · CIK 0001197950
FILING MIX · LIFETIME49%/51%
BUYS
17
SELLS
18
TOTAL VALUE
$2.01M
COMPANIES
1
ACTIVE SINCE
Jan 2023
HOLDINGS NOW
1,110,245
AVG SELL PX
$14.85
TRADE KIND
SHOWING 35 / 35
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
5 backtested trades · 8 horizons · 11 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by R. Jarrett Lilien, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d5+60.00%-1.14%-0.89%-0.25%-0.80%—
14d5+60.00%-1.43%-0.12%-1.31%-1.86%—
30d5+20.00%+1.16%-0.43%+1.59%+2.22%—
60d5+60.00%+9.67%+2.72%+6.95%-5.65%—
90d5+40.00%+14.14%+3.01%+12.10%+9.47%—
180d5(1 pending)+0.00%+45.79%+7.31%+29.26%+19.10%—
1y5(5 pending)——————
2y5(5 pending)——————
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
WT · 1,110,245 shares · as of May 20, 2026
0337,363674,7261,012,0891,349,452202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 17 buys / 18 sellsCOVERAGE · 14 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
WT
WISDOMTREE, INC.
SALE10b5-1
10b5-1 plan
30,000$18.99$569.7K1,110,245May 20, 2026May 21, 2026 ↗View →
WT
WISDOMTREE, INC.
SALE10b5-1
10b5-1 plan
30,000$16.84$505.2K1,140,245Feb 25, 2026Feb 26, 2026 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
25,220——25,220Feb 23, 2026Feb 25, 2026 ↗View →
WT
WISDOMTREE, INC.
PURCHASE
President and COO
350,395——1,349,452Jan 27, 2026Jan 29, 2026 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
350,395——0Jan 27, 2026Jan 29, 2026 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
179,207——1,170,245Jan 27, 2026Jan 29, 2026 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
46,131——46,131Jan 25, 2026Feb 24, 2026 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
71,351——1,069,989Jan 25, 2026Jan 27, 2026 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
71,351——71,351Jan 25, 2026Jan 27, 2026 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
70,932——999,057Jan 25, 2026Jan 27, 2026 ↗View →
WT
WISDOMTREE, INC.
SALE10b5-1
10b5-1 plan
12,500$11.01$137.6K998,638Nov 25, 2025Nov 25, 2025 ↗View →
WT
WISDOMTREE, INC.
SALE10b5-1
10b5-1 plan
25,000$11.77$294.3K1,011,138Nov 12, 2025Nov 14, 2025 ↗View →
WT
WISDOMTREE, INC.
SALE10b5-1
10b5-1 plan
12,500$13.21$165.1K1,036,138Aug 26, 2025Aug 27, 2025 ↗View →
WT
WISDOMTREE, INC.
SALE10b5-1
10b5-1 plan
25,000$13.33$333.3K1,048,638Aug 12, 2025Aug 13, 2025 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
81,141——1,073,638Jan 27, 2025Jan 29, 2025 ↗View →
WT
WISDOMTREE, INC.
PURCHASE
President and COO
157,526——1,154,779Jan 27, 2025Jan 29, 2025 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
157,526——0Jan 27, 2025Jan 29, 2025 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
62,296——997,253Jan 25, 2025Jan 27, 2025 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
98,145——98,145Jan 25, 2025Feb 12, 2025 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
107,821——1,059,549Jan 25, 2025Jan 27, 2025 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
107,821——107,821Jan 25, 2025Jan 27, 2025 ↗View →
WT
WISDOMTREE, INC.
PURCHASE
President and COO
143,386——1,027,744Jan 29, 2024Jan 31, 2024 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
143,386——0Jan 29, 2024Jan 31, 2024 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
76,016——951,728Jan 29, 2024Jan 31, 2024 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
164,537——164,537Jan 25, 2024Jan 29, 2024 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
164,537——932,570Jan 25, 2024Jan 29, 2024 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
136,096——136,096Jan 25, 2024Feb 23, 2024 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
48,212——884,358Jan 25, 2024Jan 29, 2024 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
4,366——768,033Jan 30, 2023Feb 1, 2023 ↗View →
WT
WISDOMTREE, INC.
PURCHASE
President and COO
10,830——772,399Jan 30, 2023Feb 1, 2023 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
10,830——0Jan 30, 2023Feb 1, 2023 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
195,495——195,495Jan 25, 2023Jan 27, 2023 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
195,495——790,725Jan 25, 2023Jan 27, 2023 ↗View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
168,686——168,686Jan 25, 2023Mar 3, 2023 ↗View →
WT
WISDOMTREE, INC.
SALE
President and COO
29,156——761,569Jan 25, 2023Jan 27, 2023 ↗View →
Other insiders · WT
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About this filer
CIK 0001197950
ROLE
President and COO
PRIMARY
WT
COMPANIES
1
ACTIVE SINCE
Jan 2023
MARKETPEEL · /INSIDER/0001197950DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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