WisdomTree Ownership
| WT Stock | 9.90 0.03 0.30% |
Shares in Circulation | First Issued 2000-03-31 | Previous Quarter 171.7 M | Current Value 165.3 M | Avarage Shares Outstanding 118.7 M | Quarterly Volatility 56.7 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
WisdomTree |
WisdomTree Stock Ownership Analysis
About 12.0% of the company outstanding shares are owned by insiders. The book value of WisdomTree was at this time reported as 2.88. The company last dividend was issued on the 7th of May 2024. For more information please call Jonathan Steinberg at 212-801-2080 or visit https://www.wisdomtree.com.Besides selling stocks to institutional investors, WisdomTree also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different WisdomTree's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align WisdomTree's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
WisdomTree Quarterly Liabilities And Stockholders Equity |
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WisdomTree Insider Trades History
About 12.0% of WisdomTree are currently held by insiders. Unlike WisdomTree's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against WisdomTree's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of WisdomTree's insider trades
WisdomTree Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as WisdomTree is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WisdomTree backward and forwards among themselves. WisdomTree's institutional investor refers to the entity that pools money to purchase WisdomTree's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Amvescap Plc. | 2024-03-31 | 2.2 M | Tidal Investments Llc. | 2023-12-31 | 2.1 M | Renaissance Technologies Corp | 2023-12-31 | 1.9 M | Morgan Stanley - Brokerage Accounts | 2024-03-31 | 1.8 M | Two Sigma Investments Llc | 2024-03-31 | 1.5 M | Northern Trust Corp | 2024-03-31 | 1.5 M | Two Sigma Advisers, Llc | 2024-03-31 | 1.3 M | Phase 2 Partners, Llc | 2024-03-31 | 1.2 M | Simcoe Capital Management, Llc | 2024-03-31 | 1.2 M | Blackrock Inc | 2024-03-31 | 18.2 M | Vanguard Group Inc | 2024-03-31 | 14.5 M |
WisdomTree Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WisdomTree insiders, such as employees or executives, is commonly permitted as long as it does not rely on WisdomTree's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases WisdomTree insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Peter Ziemba over a year ago Acquisition by Peter Ziemba of 29372 shares of WisdomTree subject to Rule 16b-3 |
WisdomTree Corporate Filings
| 3rd of June 2024 Other Reports | ViewVerify | |
| 28th of May 2024 Other Reports | ViewVerify | |
10Q | 7th of May 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
| 3rd of May 2024 Other Reports | ViewVerify |
Pair Trading with WisdomTree
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if WisdomTree position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in WisdomTree will appreciate offsetting losses from the drop in the long position's value.Moving together with WisdomTree Stock
| 0.79 | C | Citigroup Financial Report 12th of July 2024 | PairCorr |
Moving against WisdomTree Stock
| 0.49 | AMK | AssetMark Financial | PairCorr |
| 0.46 | MA | Mastercard | PairCorr |
| 0.41 | CG | Carlyle Group | PairCorr |
| 0.41 | GL | Globe Life | PairCorr |
The ability to find closely correlated positions to WisdomTree could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace WisdomTree when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back WisdomTree - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling WisdomTree to buy it.
The correlation of WisdomTree is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as WisdomTree moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if WisdomTree moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for WisdomTree can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for WisdomTree Stock Analysis
When running WisdomTree's price analysis, check to measure WisdomTree's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WisdomTree is operating at the current time. Most of WisdomTree's value examination focuses on studying past and present price action to predict the probability of WisdomTree's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree's price. Additionally, you may evaluate how the addition of WisdomTree to your portfolios can decrease your overall portfolio volatility.