MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 35 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$846,866
-5.7%
37,959
-3.8%
0.00%
Q2 2023$898,443
+5.8%
39,440
+5.1%
0.00%
Q1 2023$849,155
+23.5%
37,540
+16.0%
0.00%
Q4 2022$687,416
-13.3%
32,349
-21.8%
0.00%
Q3 2022$793,000
-17.4%
41,344
-4.4%
0.00%
Q2 2022$960,000
-13.0%
43,245
+2.0%
0.00%
Q1 2022$1,103,000
-56.0%
42,379
-52.0%
0.00%
Q4 2021$2,504,000
+0.1%
88,214
-1.1%
0.00%
Q3 2021$2,501,000
-6.3%
89,215
+0.4%
0.00%
Q2 2021$2,668,000
+4.9%
88,891
+3.9%
0.00%
Q1 2021$2,543,000
+116.2%
85,551
+106.4%
0.00%
Q4 2020$1,176,000
-14.5%
41,452
-27.1%
0.00%
Q3 2020$1,376,000
-6.8%
56,843
-12.6%
0.00%
Q2 2020$1,477,000
-42.2%
65,047
-51.0%
0.00%
-100.0%
Q1 2020$2,554,000
-53.1%
132,768
-36.0%
0.00%0.0%
Q4 2019$5,442,000
-9.1%
207,298
-18.9%
0.00%
-50.0%
Q3 2019$5,990,000
-19.2%
255,560
-14.6%
0.00%0.0%
Q2 2019$7,410,000
+0.5%
299,257
+0.4%
0.00%0.0%
Q1 2019$7,374,000
+19.3%
297,920
+7.1%
0.00%0.0%
Q4 2018$6,182,000
-9.2%
278,240
-2.1%
0.00%0.0%
Q3 2018$6,805,000
+3.1%
284,268
+7.0%
0.00%0.0%
Q2 2018$6,602,000
-17.8%
265,659
-10.5%
0.00%0.0%
Q1 2018$8,032,000
+4.5%
296,960
+5.3%
0.00%0.0%
Q4 2017$7,683,000
+57.8%
281,924
+48.2%
0.00%
+100.0%
Q3 2017$4,870,000
+10.6%
190,249
+3.8%
0.00%0.0%
Q2 2017$4,403,000
-42.7%
183,281
-44.6%
0.00%0.0%
Q1 2017$7,690,000
+32.9%
331,082
+20.8%
0.00%0.0%
Q4 2016$5,786,000
+94.4%
274,106
+112.9%
0.00%0.0%
Q3 2016$2,977,000
+58.7%
128,771
+49.2%
0.00%0.0%
Q2 2016$1,876,000
-0.2%
86,311
-3.6%
0.00%0.0%
Q1 2016$1,880,000
-35.0%
89,579
-40.0%
0.00%0.0%
Q4 2015$2,891,000
+83.7%
149,315
+84.2%
0.00%0.0%
Q3 2015$1,574,000
-66.4%
81,060
-58.6%
0.00%
-50.0%
Q2 2015$4,683,000
+1.6%
195,867
+2.1%
0.00%0.0%
Q1 2015$4,607,000
-0.0%
191,754
+1.6%
0.00%0.0%
Q4 2014$4,609,000
+130.4%
188,675
+142.6%
0.00%
+100.0%
Q3 2014$2,000,000
+166.3%
77,765
+175.7%
0.00%
Q2 2014$751,000
+4317.6%
28,210
+4148.5%
0.00%
Q1 2014$17,000
-97.3%
664
-97.4%
0.00%
Q4 2013$636,000
+36.2%
25,469
+35.3%
0.00%
Q3 2013$467,00018,8180.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 50,054$1,354,0000.28%
Windsor Wealth Management, Inc. 8,450$229,0000.19%
Capital Advisors, Ltd. LLC 21,114$571,0000.18%
RITHOLTZ WEALTH MANAGEMENT 18,116$490,0000.14%
AdvisorNet Financial, Inc 33,768$913,0000.13%
Well Done, LLC 14,951$404,0000.12%
CAPITAL MANAGEMENT CORP /VA 13,743$372,0000.10%
Clal Insurance Enterprises Holdings Ltd 91,940$2,487,0000.07%
Advisory Alpha, LLC 6,276$165,0000.06%
Carroll Financial Associates, Inc. 4,837$130,0000.01%
View complete list of WISDOMTREE TR shareholders