Yates David M

Track

Insider profile

Performance

Overall performance
0.9
Performance over holding periods
0.9
30 days 90 days 120 days
Average return -7% 8.2% 15.1%
Success rate 0% 68% 82%
Transactions
2 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Yates David M's trades of WisdomTree Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
343.20
Quantity 13,840 -15.2%
Value US$3,293,790
Transaction date
Proposed sale
Price
494.91
Quantity 1,889
Value US$3,459,551
Transaction date
Sale
Price
212.29
Quantity 51,666 +41.9%
Value US$2,843,911
Transaction date
Proposed sale
Price
11.12
Quantity 6,820
Value US$75,870
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-05-06 2026-05-05
S Sale
13,840 -15.2%
343.20
US$3,293,790 		13,840 -15.2% 343.20 US$3,293,790
2026-05-05 2026-05-05
PrS Proposed sale
1,889
494.91
US$3,459,551 		1,889 494.91 US$3,459,551
2025-12-03 2025-12-02
S Sale
51,666 +41.9%
212.29
US$2,843,911 		51,666 +41.9% 212.29 US$2,843,911
2025-12-02 2025-12-02
PrS Proposed sale
6,820
11.12
US$75,870 		6,820 11.12 US$75,870