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. 935,332$42,642,00021.06%
BlackDiamond Wealth Management, LLC 60,694$2,785,0003.47%
Tower Wealth Partners, Inc. 41,852$1,908,0002.54%
Barber Financial Group, Inc. 310,833$14,171,0002.32%
SILVER OAK SECURITIES, Inc 179,571$8,221,0001.84%
WealthShield Partners, LLC 169,480$7,727,0001.53%
Trilogy Capital Inc. 363,508$16,572,0001.44%
Freedom Investment Management, Inc. 108,972$4,968,024,0000.53%
Main Street Financial Solutions, LLC 75,699$3,445,0000.44%
PACIFIC CAPITAL WEALTH ADVISORS, INC 28,212$1,286,0000.36%
View complete list of WISDOMTREE TR shareholders