MarketPeel
Insider Trading Intelligence
DY

David M. Yates

WT
CHIEF INFORMATION OFFICER · WISDOMTREE, INC. · CIK 0001916322
FILING MIX · LIFETIME61%/39%
BUYS
14
SELLS
9
TOTAL VALUE
$346.8K
COMPANIES
1
ACTIVE SINCE
Jan 2023
HOLDINGS NOW
157,499
AVG SELL PX
$15.89
TRADE KIND
SHOWING 23 / 23
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
2 backtested trades · 8 horizons · 5 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by David M. Yates, 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
7d2+0.00%+5.44%+1.11%+4.33%+4.33%
14d2+0.00%+6.64%-0.39%+7.26%+7.26%
30d2+0.00%+7.81%+0.06%+11.68%+11.68%
60d2+50.00%+23.70%+2.22%+21.48%+21.48%
90d2+0.00%+33.39%+1.96%+31.43%+31.43%
180d2(1 pending)+0.00%+74.61%
1y2(2 pending)
2y2(2 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 · 157,499 shares · as of May 5, 2026
048,07996,158144,236192,315202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 14 buys / 9 sellsCOVERAGE · 14 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
WT
WISDOMTREE, INC.
SALE
Chief Information Officer
15,000$18.06$270.9K157,499May 5, 2026May 6, 2026View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
2,6732,673Feb 23, 2026Feb 25, 2026View →
WT
WISDOMTREE, INC.
SALE
Chief Information Officer
37,9970Jan 27, 2026Jan 29, 2026View →
WT
WISDOMTREE, INC.
PURCHASE
Chief Information Officer
37,997192,315Jan 27, 2026Jan 29, 2026View →
WT
WISDOMTREE, INC.
SALE
Chief Information Officer
19,816172,499Jan 27, 2026Jan 29, 2026View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
7,5627,562Jan 25, 2026Jan 27, 2026View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
4,8894,889Jan 25, 2026Feb 24, 2026View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
22,688174,811Jan 25, 2026Jan 27, 2026View →
WT
WISDOMTREE, INC.
SALE
Chief Information Officer
20,493154,318Jan 25, 2026Jan 27, 2026View →
WT
WISDOMTREE, INC.
SALEGRANT
Gift
9,100158,943Dec 2, 2025Dec 3, 2025View →
WT
WISDOMTREE, INC.
SALE
Chief Information Officer
6,820$11.13$75.9K152,123Dec 2, 2025Dec 3, 2025View →
WT
WISDOMTREE, INC.
SALE
Chief Information Officer
21,052168,043Jan 25, 2025Jan 27, 2025View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
10,51710,517Jan 25, 2025Feb 12, 2025View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
34,662189,095Jan 25, 2025Jan 27, 2025View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
11,55411,554Jan 25, 2025Jan 27, 2025View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
50,227171,711Jan 25, 2024Jan 29, 2024View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
16,74216,742Jan 25, 2024Jan 29, 2024View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
13,84813,848Jan 25, 2024Feb 23, 2024View →
WT
WISDOMTREE, INC.
SALE
Chief Information Officer
17,278154,433Jan 25, 2024Jan 29, 2024View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
21,20521,205Jan 25, 2023Jan 27, 2023View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
63,616132,608Jan 25, 2023Jan 27, 2023View →
WT
WISDOMTREE, INC.
PURCHASEGRANT
Stock grant
18,29718,297Jan 25, 2023Mar 3, 2023View →
WT
WISDOMTREE, INC.
SALE
Chief Information Officer
11,124121,484Jan 25, 2023Jan 27, 2023View →
Other insiders · WT
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About this filer
CIK 0001916322
ROLE
Chief Information Officer
PRIMARY
WT
COMPANIES
1
ACTIVE SINCE
Jan 2023
MARKETPEEL · /INSIDER/0001916322DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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