MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 55 filers reported holding WISDOMTREE TR in Q3 2023. 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
Q2 2023$440.0%10.0%0.00%
Q1 2023$44
-99.6%
1
-99.5%
0.00%
Q1 2022$10,000
+400.0%
211
+520.6%
0.00%
Q4 2021$2,000
-92.9%
34
-94.3%
0.00%
Q2 2020$28,000
+12.0%
600
+14.5%
0.00%
Q3 2015$25,0005240.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
SimpliFi, Inc. 934,476$43,397,00019.73%
BlackDiamond Wealth Management, LLC 44,160$2,051,0002.45%
WealthShield Partners, LLC 179,974$8,358,0001.34%
Trilogy Capital Inc. 391,183$18,167,0001.30%
SILVER OAK SECURITIES, INCORPORATED 119,479$5,555,0001.13%
Golden State Equity Partners 23,294$1,082,0000.54%
Freedom Investment Management, Inc. 117,643$5,463,0000.49%
PACIFIC CAPITAL WEALTH ADVISORS, INC 33,917$1,575,0000.45%
IFP Advisors, Inc 430,191$20,625,0000.26%
Mengis Capital Management, Inc. 28,469$1,322,0000.25%
View complete list of WISDOMTREE TR shareholders