MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$59,814,116
+3.7%
994,084
+7.1%
0.01%0.0%
Q2 2023$57,652,960
-3.9%
928,538
-6.3%
0.01%0.0%
Q1 2023$60,018,661
+6.7%
990,569
+6.8%
0.01%0.0%
Q4 2022$56,237,346
+23.0%
927,243
+10.0%
0.01%0.0%
Q3 2022$45,718,000
+5.9%
842,577
+13.1%
0.01%0.0%
Q2 2022$43,154,000
+15.3%
745,188
+28.6%
0.01%
+20.0%
Q1 2022$37,415,000
+14.0%
579,536
+14.4%
0.01%
+25.0%
Q4 2021$32,809,000
+113.1%
506,780
+286.5%
0.00%
+100.0%
Q3 2021$15,397,000
+3.5%
131,130
+4.4%
0.00%0.0%
Q2 2021$14,879,000
+8.2%
125,582
+3.2%
0.00%0.0%
Q1 2021$13,755,000
+4.6%
121,676
-3.0%
0.00%0.0%
Q4 2020$13,155,000
+8.7%
125,461
-2.6%
0.00%0.0%
Q3 2020$12,099,000
-12.0%
128,775
-15.6%
0.00%
-33.3%
Q2 2020$13,747,000
-0.5%
152,561
-13.5%
0.00%
-25.0%
Q1 2020$13,810,000
-28.5%
176,328
-3.7%
0.00%0.0%
Q4 2019$19,325,000
+11.7%
183,053
+4.9%
0.00%
-20.0%
Q3 2019$17,296,000
+21.0%
174,511
+18.6%
0.01%
+25.0%
Q2 2019$14,293,000
-0.5%
147,095
-3.1%
0.00%0.0%
Q1 2019$14,361,000
+22.8%
151,760
+9.8%
0.00%
+33.3%
Q4 2018$11,691,000
-14.1%
138,160
-2.5%
0.00%0.0%
Q3 2018$13,613,000
+7.6%
141,743
+2.1%
0.00%0.0%
Q2 2018$12,653,000
-0.8%
138,830
-3.0%
0.00%
-25.0%
Q1 2018$12,754,000
-4.7%
143,093
-0.6%
0.00%0.0%
Q4 2017$13,380,000
+2.6%
143,932
-3.1%
0.00%0.0%
Q3 2017$13,042,000
-2.1%
148,611
-5.1%
0.00%0.0%
Q2 2017$13,325,000
-49.5%
156,654
-50.1%
0.00%0.0%
Q1 2017$26,384,000
+9.5%
314,158
+5.9%
0.00%0.0%
Q4 2016$24,092,000
+70.2%
296,516
+63.6%
0.00%
-20.0%
Q3 2016$14,155,000
-11.5%
181,200
-13.0%
0.01%
-16.7%
Q2 2016$15,988,000
-5.1%
208,345
-8.2%
0.01%0.0%
Q1 2016$16,852,000
+19.3%
227,034
+15.2%
0.01%
+20.0%
Q4 2015$14,127,000
+5.3%
197,130
-0.2%
0.01%0.0%
Q3 2015$13,412,000
-22.1%
197,555
-16.0%
0.01%
-16.7%
Q2 2015$17,215,000
+12.4%
235,205
+14.1%
0.01%0.0%
Q1 2015$15,312,000
-58.1%
206,210
-57.8%
0.01%
-53.8%
Q4 2014$36,511,000
+42.1%
488,405
+35.7%
0.01%
+30.0%
Q3 2014$25,686,000
+219.0%
359,799
+219.7%
0.01%
+233.3%
Q2 2014$8,052,000
+5.4%
112,546
+0.6%
0.00%0.0%
Q1 2014$7,641,000
+1.3%
111,925
-0.4%
0.00%0.0%
Q4 2013$7,544,000
-19.2%
112,388
-25.6%
0.00%
-25.0%
Q3 2013$9,333,000
+7.7%
151,077
+5.2%
0.00%0.0%
Q2 2013$8,664,000143,5620.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 280,938$16,269,00013.87%
626 Financial, LLC 309,238$17,901,00013.57%
Melone Private Wealth, LLC 100,550$5,893,0004.99%
Arrow Investment Advisors, LLC 95,427$5,527,0004.42%
Connecticut Wealth Management, LLC 539,572$31,247,0002.73%
Avant Capital LLC 23,431$1,357,0001.76%
Capital Advisory Group Advisory Services, LLC 32,872$1,994,0001.19%
S.C. Financial Services, Inc. 11,254$652,0001.00%
CHERRYDALE WEALTH MANAGEMENT, LLC 17,344$1,004,0000.92%
Dorsey Wright & Associates 49,019$2,839,0000.83%
View complete list of WISDOMTREE TR shareholders