WisdomTree (NYSE:WT – Get Free Report) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Monday.
Several other equities research analysts have also commented on WT. Oppenheimer lifted their price target on shares of WisdomTree from $20.00 to $21.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Raymond James Financial initiated coverage on shares of WisdomTree in a research note on Tuesday, April 21st. They set an “outperform” rating and a $20.00 price target on the stock. Morgan Stanley set a $18.00 price objective on shares of WisdomTree in a research note on Thursday, April 30th. Zacks Research lowered shares of WisdomTree from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 31st. Finally, Weiss Ratings lowered shares of WisdomTree from a “buy (b)” rating to a “hold (c)” rating in a research note on Friday. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, WisdomTree presently has a consensus rating of “Moderate Buy” and an average price target of $18.47.
Get Our Latest Stock Report on WisdomTree
WisdomTree Price Performance
Shares of WT opened at $19.11 on Monday. WisdomTree has a twelve month low of $9.24 and a twelve month high of $19.29. The firm’s fifty day simple moving average is $16.03 and its 200-day simple moving average is $14.25. The firm has a market capitalization of $2.92 billion, a price-to-earnings ratio of 46.61 and a beta of 1.13. The company has a current ratio of 4.57, a quick ratio of 4.18 and a debt-to-equity ratio of 2.37.
WisdomTree (NYSE:WT – Get Free Report) last announced its quarterly earnings data on Friday, May 1st. The company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.02. WisdomTree had a net margin of 11.26% and a return on equity of 33.31%. The business had revenue of $159.50 million for the quarter, compared to analyst estimates of $156.96 million. During the same period last year, the business earned $0.16 EPS. The company’s revenue was up 47.5% on a year-over-year basis. Equities analysts forecast that WisdomTree will post 1.11 EPS for the current fiscal year.
Insider Activity
In other news, COO R Jarrett Lilien sold 30,000 shares of WisdomTree stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $16.84, for a total value of $505,200.00. Following the sale, the chief operating officer owned 1,140,245 shares of the company’s stock, valued at $19,201,725.80. The trade was a 2.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David M. Yates sold 15,000 shares of WisdomTree stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $18.06, for a total transaction of $270,900.00. Following the completion of the sale, the insider directly owned 157,499 shares in the company, valued at approximately $2,844,431.94. The trade was a 8.70% decrease in their position. The SEC filing for this sale provides additional information. 10.10% of the stock is owned by insiders.
Institutional Trading of WisdomTree
Several hedge funds and other institutional investors have recently made changes to their positions in WT. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of WisdomTree by 2.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 456,990 shares of the company’s stock valued at $4,076,000 after acquiring an additional 12,402 shares in the last quarter. Jane Street Group LLC boosted its holdings in shares of WisdomTree by 379.3% in the first quarter. Jane Street Group LLC now owns 880,977 shares of the company’s stock valued at $7,858,000 after acquiring an additional 697,156 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of WisdomTree by 35.5% in the second quarter. Arrowstreet Capital Limited Partnership now owns 301,138 shares of the company’s stock valued at $3,466,000 after acquiring an additional 78,837 shares in the last quarter. Sei Investments Co. boosted its holdings in shares of WisdomTree by 722.3% in the second quarter. Sei Investments Co. now owns 93,039 shares of the company’s stock valued at $1,071,000 after acquiring an additional 81,725 shares in the last quarter. Finally, AQR Capital Management LLC boosted its holdings in shares of WisdomTree by 20.0% in the second quarter. AQR Capital Management LLC now owns 482,313 shares of the company’s stock valued at $5,551,000 after acquiring an additional 80,361 shares in the last quarter. Hedge funds and other institutional investors own 78.64% of the company’s stock.
WisdomTree Company Profile
(Get Free Report)
WisdomTree Investments, Inc NYSE: WT is a U.S.-based asset management firm specializing in exchange-traded funds (ETFs) and exchange-traded products (ETPs). Founded in 2006 by Jonathan Steinberg and headquartered in New York City, WisdomTree has developed a reputation for pioneering smart-beta and fundamentally weighted indexing approaches. The company designs strategies that seek to enhance returns and reduce volatility by weighting constituents based on dividends, earnings or other financial metrics rather than relying solely on market capitalization.
WisdomTree offers a broad suite of investment products covering equities, fixed income, currencies, commodities and digital assets.
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