MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 134 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$70,305,030
+98.2%
1,912,541
+87.6%
0.01%
+133.3%
Q2 2023$35,477,993
+4.5%
1,019,482
-5.3%
0.00%
-25.0%
Q1 2023$33,948,741
-0.6%
1,076,371
+2.7%
0.00%0.0%
Q4 2022$34,142,945
+27.2%
1,047,651
+19.2%
0.00%0.0%
Q3 2022$26,849,000
-2.1%
879,130
-5.0%
0.00%0.0%
Q2 2022$27,438,000
-18.7%
925,086
-1.3%
0.00%
-20.0%
Q1 2022$33,745,000
-7.3%
937,098
-6.1%
0.01%
+25.0%
Q4 2021$36,397,000
-8.5%
997,706
-6.2%
0.00%
-20.0%
Q3 2021$39,764,000
+8.6%
1,063,220
-1.6%
0.01%0.0%
Q2 2021$36,600,000
+10.9%
1,080,922
+3.2%
0.01%0.0%
Q1 2021$33,017,000
+4.9%
1,047,524
-2.8%
0.01%0.0%
Q4 2020$31,482,000
+14.1%
1,077,783
-7.8%
0.01%0.0%
Q3 2020$27,594,000
-2.9%
1,169,231
-17.6%
0.01%
-16.7%
Q2 2020$28,428,000
-12.6%
1,419,286
-29.3%
0.01%
-33.3%
Q1 2020$32,514,000
-56.0%
2,007,062
-32.3%
0.01%
-47.1%
Q4 2019$73,818,000
-0.9%
2,965,776
-5.1%
0.02%
-15.0%
Q3 2019$74,512,000
-14.5%
3,124,195
-6.5%
0.02%
-13.0%
Q2 2019$87,100,000
+5.1%
3,342,278
+6.2%
0.02%0.0%
Q1 2019$82,881,000
+3.0%
3,147,755
-2.9%
0.02%
-4.2%
Q4 2018$80,435,000
-21.5%
3,243,366
-23.6%
0.02%
-7.7%
Q3 2018$102,407,000
+4.6%
4,247,495
+9.2%
0.03%0.0%
Q2 2018$97,860,000
-14.4%
3,887,907
-10.8%
0.03%
-18.8%
Q1 2018$114,280,000
+6.8%
4,358,500
+13.4%
0.03%
+10.3%
Q4 2017$106,987,000
+31.1%
3,842,865
+18.5%
0.03%
+20.8%
Q3 2017$81,599,000
-1.4%
3,241,907
-4.0%
0.02%
-4.0%
Q2 2017$82,750,000
-55.7%
3,376,141
-56.3%
0.02%
-13.8%
Q1 2017$186,616,000
+9.2%
7,733,784
-8.6%
0.03%
+3.6%
Q4 2016$170,836,000
+91.0%
8,457,290
+104.5%
0.03%
-9.7%
Q3 2016$89,426,000
+5.0%
4,136,267
-1.9%
0.03%0.0%
Q2 2016$85,128,000
-8.4%
4,216,281
-11.5%
0.03%
-13.9%
Q1 2016$92,901,000
-28.6%
4,761,706
-27.3%
0.04%
-23.4%
Q4 2015$130,032,000
-26.5%
6,547,457
-26.2%
0.05%
-27.7%
Q3 2015$176,831,000
-17.9%
8,877,003
-10.7%
0.06%
-13.3%
Q2 2015$215,484,000
+27.1%
9,943,853
+33.7%
0.08%
+21.0%
Q1 2015$169,547,000
+56.2%
7,436,259
+51.1%
0.06%
+55.0%
Q4 2014$108,549,000
+91.1%
4,922,837
+89.9%
0.04%
+81.8%
Q3 2014$56,810,000
+12.9%
2,592,852
+15.8%
0.02%
+10.0%
Q2 2014$50,308,000
+112.7%
2,238,894
+79.5%
0.02%
+100.0%
Q1 2014$23,648,000
-48.7%
1,247,252
-52.8%
0.01%
-50.0%
Q4 2013$46,097,000
-48.7%
2,643,172
-54.9%
0.02%
-52.4%
Q3 2013$89,874,000
+30.9%
5,866,426
+38.4%
0.04%
+20.0%
Q2 2013$68,661,0004,238,4000.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$19,529,0005.11%
Meditor Group Ltd 670,000$13,534,0003.34%
Barry Investment Advisors, LLC 461,931$9,331,0003.26%
Bedell Frazier Investment Counselling, LLC 255,510$5,161,0002.03%
GLOBEFLEX CAPITAL L P 388,754$7,853,0001.96%
Migdal Insurance & Financial Holdings Ltd. 3,585,369$72,424,0001.84%
CUMBERLAND ADVISORS INC 91,320$1,845,0001.32%
One Capital Management, LLC 172,571$3,486,0001.11%
CAUSEWAY CAPITAL MANAGEMENT LLC 2,963,297$59,859,0001.05%
Richard Bernstein Advisors LLC 536,100$10,829,0000.91%
View complete list of WISDOMTREE TR shareholders