WisdomTree, Inc.·4

Mar 9, 8:58 AM ET

PANKOPF TONIA L 4

4 · WisdomTree, Inc. · Filed Mar 9, 2026

Research Summary

AI-generated summary of this filing

Updated

WisdomTree (WT) Director Tonia L. Pankopf Buys Shares

What Happened

  • Tonia L. Pankopf, a director of WisdomTree, reported six purchases of WisdomTree common stock (code P = purchase) executed between 2024-11-20 and 2026-02-25. The trades were small dollar purchases via open market or dividend reinvestment, totaling roughly 277.01 shares for about $3,267 overall.
  • Individual transactions reported:
    • 2024-11-20: 38.183 sh @ $11.52 ≈ $440
    • 2025-02-26: 47.626 sh @ $9.26 ≈ $441
    • 2025-05-28: 46.007 sh @ $9.62 ≈ $442
    • 2025-08-27: 33.059 sh @ $13.43 ≈ $444
    • 2025-11-26: 67.787 sh @ $11.05 ≈ $749
    • 2026-02-25: 44.344 sh @ $16.94 ≈ $751
  • These are purchases (a buying activity), which some investors view as a modest positive signal; the trades are small and appear to be routine dividend reinvestment/open-market buys rather than large insider accumulation.

Key Details

  • Transaction dates & prices: see list above (Nov 20, 2024 → Feb 25, 2026).
  • Total acquired: ~277.01 shares for ~ $3,267 aggregate.
  • Footnotes: F1 indicates shares were acquired via a dividend reinvestment plan sponsored by a broker-dealer. F2 notes holdings include restricted stock awards that vest as to 9,871 shares on June 17, 2026.
  • Shares owned after transaction: the filing does not state a consolidated post-transaction total in the summary provided; see footnote F2 for restricted-award detail.
  • Filing timeliness: the Form 4 was filed on 2026-03-09 covering transactions beginning 2024-11-20 — this filing appears late relative to the typical two-business-day SEC deadline for Form 4s.

Context

  • These transactions are straightforward purchases (not option exercises, gifts, or sales). Several purchases were through dividend reinvestment (F1), which is a common, routine way insiders increase holdings modestly.
  • Small-dollar, periodic buys like these are generally routine and do not by themselves indicate a major change in insider conviction; note the late filing, which affects timeliness of the disclosure for investors.

Insider Transaction Report

Form 4
Period: 2024-11-20
Transactions
  • Purchase

    Common Stock

    [F1][F2]
    2024-11-20$11.52/sh+38.183$44034,723.183 total
  • Purchase

    Common Stock

    [F1][F2]
    2025-02-26$9.26/sh+47.626$44134,770.808 total
  • Purchase

    Common Stock

    [F1][F2]
    2025-05-28$9.62/sh+46.007$44234,816.816 total
  • Purchase

    Common Stock

    [F1][F2]
    2025-08-27$13.43/sh+33.059$44434,849.874 total
  • Purchase

    Common Stock

    [F1][F2]
    2025-11-26$11.05/sh+67.787$74934,917.661 total
  • Purchase

    Common Stock

    [F1][F2]
    2026-02-25$16.94/sh+44.344$75134,962.005 total
Footnotes (2)
  • [F1]Represents shares acquired via dividend reinvestment pursuant to a dividend reinvestment plan sponsored by a broker-dealer.
  • [F2]Includes restricted stock awards which vests as to 9,871 shares on June 17, 2026.
Signature
/s/ Marci Frankenthaler, Attorney-in-Fact|2026-03-09

Documents

1 file
  • 4
    f4_a1eus000008alwdmaw-live.xmlPrimary

    PRIMARY DOCUMENT