{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-074392","form_type":"8-K","ticker":"WT","cik":"0000880631","company_name":"WisdomTree, Inc.","filed_at":"2023-03-20T23:59:59+00:00","discovered_at":"2026-05-14T18:03:48.367378+00:00","generated_at":"2026-06-17T23:22:40.416254+00:00","sec_items":["1.01","3.03","5.03","8.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"WisdomTree adopts limited-duration stockholder rights plan (poison pill) with 10% trigger","bullets":["Rights plan triggers if any person acquires 10% (20% for passive) or more of common stock.","Dividend of one right per common share and 1,000 rights per Series A preferred share; record date March 28, 2023.","Rights expire day after 2023 annual meeting unless stockholder-approved; if approved, expire March 16, 2024.","Plan includes qualifying offer clause allowing stockholders to call special meeting to exempt a bid.","Exercise price is $32 per unit of Series B Junior Participating Cumulative Preferred Stock."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-074392","json":"https://secwatch.observer/filing/0001193125-23-074392.json","markdown":"https://secwatch.observer/filing/0001193125-23-074392.md","text":"https://secwatch.observer/filing/0001193125-23-074392.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/880631/000119312523074392/0001193125-23-074392-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/880631/000119312523074392/d449509d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-17T23:22:40.416254+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0b7a71a8451c38d08e7636e662f97b460365e4b6","claim":"WisdomTree, Inc.: Adoption of Certificate of Designations for Series B Junior Participating Cumulative Preferred Stock (effective 2023-03-17).","evidence_excerpt":"The Certificate of Designations was filed with the Secretary of State of Delaware on March 17, 2023.","evidence_source":"SEC 8-K Item 5.03/5.05/5.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/880631/000119312523074392/0001193125-23-074392-index.htm","confidence":0.9,"family_label":"Governance Changes","details":[{"label":"Change","value":"charter amendment"},{"label":"Effective","value":"2023-03-17"}],"fact_type":"governance_change"},{"claim_id":"2feb60bbe926e57dcb90250cae20a8fac51de6ac","claim":"WisdomTree, Inc. entered into Rights Agreement with Continental Stock Transfer & Trust Company, as Rights Agent (effective 2023-03-17).","evidence_excerpt":"On March 17, 2023, the Board of Directors of WisdomTree, Inc. (the “Company”) adopted a stockholder rights plan, as set forth in the Stockholder Rights Agreement, dated March 17, 2023, between the Company and Continental Stock Transfer & Trust Company, as Rights Agent (the “Rights Agreement”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/880631/000119312523074392/0001193125-23-074392-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Counterparty","value":"Continental Stock Transfer & Trust Company, as Rights Agent"},{"label":"Effective","value":"2023-03-17"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}