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sellWeak10b5-1 plan

R Jarrett Lilien sold $333k of WT

President and COO at WisdomTree, Inc.. 25,000 shares at an average of $13.33, traded Aug 12, 2025, filed Aug 13, 2025.

Warning score
15
Value
$333k
25,000 shares
Holdings after
1,048,638
-2% from before
From 52-week low
+78%
low $7.57, close $13.46
From 52-week high
-1%
high $13.58, as of Aug 12, 2025

Score components

  • Role
    President
    +20
  • Trade size
    $333k at market
    +15
  • Share of holdings sold
    Sold 2.3% of holdings
    0
  • Cluster
    No other insider selling within 14 days
    0
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

WTOct 9, 2026 · close 22.61
Since filing Aug 13, 2025: +67.5%SPY +22.4% · excess +45.1%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001664272-25-000370, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 12, 2025SOpen-market sale
Common Stock10b5-1
-25,000$13.33$333k1,048,638Aug 13, 2025

Related signals

Other insiders at WisdomTree, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
21Weak
WTsell10b5-1
WisdomTree, Inc.
R Jarrett Lilien
President and COO
$737k
30,000 shares
-3%
31Weak
WTsell 2
WisdomTree, Inc.
David M Yates
Chief Information Officer
$76k
6,820 shares
-4%
19Weak
WTsell 210b5-1
WisdomTree, Inc.
R Jarrett Lilien
President and COO
$138k
12,500 shares
-1%
14Weak
WTsell10b5-1
WisdomTree, Inc.
R Jarrett Lilien
President and COO
$294k
25,000 shares
-2%
11Weak
WTsell10b5-1
WisdomTree, Inc.
R Jarrett Lilien
President and COO
$165k
12,500 shares
-1%
38Weak
WTsell
WisdomTree, Inc.
ETFS Capital Limited.
other
$34M
3,000,000 shares
-20%
40Moderate
WTsell
WisdomTree, Inc.
Peter M Ziemba
Chief Administrative Officer
$1.1M
100,000 shares
-10%
41Moderate
WTbuy
WisdomTree, Inc.
Jonathan L Steinberg
Chief Executive Officer
$736k
67,869 shares
+1%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

R Jarrett Lilien sold $333k of WT | InsiderTell