MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 48 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$49,655,005
+4.9%
1,410,240
+4.2%
0.01%0.0%
Q2 2023$47,355,987
+6.4%
1,353,569
+2.1%
0.01%0.0%
Q1 2023$44,507,339
+1.5%
1,326,273
-4.7%
0.01%0.0%
Q4 2022$43,867,361
-10.3%
1,391,069
-2.1%
0.01%
-28.6%
Q3 2022$48,899,000
-9.9%
1,420,374
-8.2%
0.01%0.0%
Q2 2022$54,298,000
+1.9%
1,546,513
+4.4%
0.01%0.0%
Q1 2022$53,260,000
+9.8%
1,481,236
+8.2%
0.01%
+16.7%
Q4 2021$48,515,000
-12.2%
1,368,944
+1.5%
0.01%
-14.3%
Q3 2021$55,286,000
+10.4%
1,348,754
+11.6%
0.01%0.0%
Q2 2021$50,076,000
+39.3%
1,208,991
+31.0%
0.01%
+40.0%
Q1 2021$35,954,000
+2.5%
922,647
-2.4%
0.01%0.0%
Q4 2020$35,071,000
-10.9%
945,528
-15.9%
0.01%
-37.5%
Q3 2020$39,345,000
+48.6%
1,123,716
+48.6%
0.01%
+33.3%
Q2 2020$26,469,000
-13.3%
756,267
-10.2%
0.01%
-25.0%
Q1 2020$30,532,000
+23.3%
842,263
+26.2%
0.01%
+33.3%
Q4 2019$24,761,000
-16.0%
667,591
-13.8%
0.01%
-25.0%
Q3 2019$29,466,000
-3.6%
774,189
-4.3%
0.01%0.0%
Q2 2019$30,579,000
-28.4%
809,202
-26.3%
0.01%
-33.3%
Q1 2019$42,721,000
-33.0%
1,098,645
-33.2%
0.01%
-36.8%
Q4 2018$63,779,000
+27.2%
1,645,474
+33.7%
0.02%
+46.2%
Q3 2018$50,146,000
+7.2%
1,230,261
+4.8%
0.01%0.0%
Q2 2018$46,762,000
-6.5%
1,173,827
-7.2%
0.01%
-7.1%
Q1 2018$50,028,000
-12.4%
1,265,249
-11.3%
0.01%
-12.5%
Q4 2017$57,106,000
+9.3%
1,425,870
+5.8%
0.02%0.0%
Q3 2017$52,266,000
+13.4%
1,347,763
+14.1%
0.02%
+14.3%
Q2 2017$46,077,000
-50.5%
1,181,151
-49.5%
0.01%0.0%
Q1 2017$93,122,000
-10.6%
2,339,738
-6.8%
0.01%
-17.6%
Q4 2016$104,116,000
+103.6%
2,511,218
+106.6%
0.02%0.0%
Q3 2016$51,144,000
+1.3%
1,215,682
+2.4%
0.02%
-5.6%
Q2 2016$50,489,000
+6.8%
1,187,605
+5.2%
0.02%0.0%
Q1 2016$47,271,000
-4.5%
1,128,986
-4.7%
0.02%0.0%
Q4 2015$49,489,000
-7.9%
1,184,229
-8.6%
0.02%
-10.0%
Q3 2015$53,720,000
-5.8%
1,296,319
-2.9%
0.02%0.0%
Q2 2015$57,009,000
-11.1%
1,335,418
-7.8%
0.02%
-16.7%
Q1 2015$64,113,000
+3.3%
1,447,914
+1.6%
0.02%
+4.3%
Q4 2014$62,067,000
+3.1%
1,424,526
+3.2%
0.02%0.0%
Q3 2014$60,196,000
+5.8%
1,380,491
+1.3%
0.02%
+4.5%
Q2 2014$56,920,000
+11.3%
1,362,692
+9.4%
0.02%
+4.8%
Q1 2014$51,152,000
-3.8%
1,245,479
-2.8%
0.02%
-8.7%
Q4 2013$53,148,000
+10.7%
1,280,974
+10.6%
0.02%0.0%
Q3 2013$48,026,000
-3.4%
1,158,363
-2.4%
0.02%
-8.0%
Q2 2013$49,705,0001,187,1390.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
FOCUS Wealth Advisors, LLC 121,367$3,827,3082.65%
Empirical Asset Management, LLC 57,141$1,801,9531.90%
O'Dell Group, LLC 133,738$4,217,4251.49%
Cardinal Point Capital Management ULC 127,532$4,021,7221.39%
KLR INVESTMENT ADVISORS, LLC 30,674$967,3170.80%
Twelve Points Wealth Management LLC 31,854$1,004,5130.68%
Endowment Wealth Management, Inc. 18,217$574,4720.63%
Efficient Advisors, LLC 135,830$4,283,4060.44%
Cambria Investment Management, L.P. 92,365$2,913,1970.24%
Truadvice, LLC 11,724$373,4090.20%
View complete list of WISDOMTREE TR shareholders