MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HYZD and the CUSIP is 97717W430. A total of 62 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$10,406,318
-2.3%
492,723
-2.8%
0.00%0.0%
Q2 2023$10,652,685
-8.5%
506,788
-9.6%
0.00%0.0%
Q1 2023$11,639,591
-0.9%
560,404
-1.4%
0.00%0.0%
Q4 2022$11,747,815
-1.2%
568,351
-3.9%
0.00%
-50.0%
Q3 2022$11,895,000
-23.4%
591,209
-24.3%
0.00%0.0%
Q2 2022$15,532,000
+10.5%
780,512
+21.7%
0.00%0.0%
Q1 2022$14,053,000
-5.4%
641,111
-3.9%
0.00%0.0%
Q4 2021$14,855,000
+12.7%
667,044
+12.5%
0.00%0.0%
Q3 2021$13,185,000
+40.7%
593,128
+40.9%
0.00%
+100.0%
Q2 2021$9,371,000
+268.4%
420,870
+266.0%
0.00%
Q1 2021$2,544,000
+125.3%
115,002
+122.3%
0.00%
Q4 2020$1,129,000
-12.2%
51,730
-16.5%
0.00%
Q3 2020$1,286,000
+50.9%
61,931
+46.4%
0.00%
Q2 2020$852,000
-64.7%
42,302
-67.3%
0.00%
-100.0%
Q1 2020$2,413,000
+201.2%
129,252
+274.1%
0.00%
Q4 2019$801,000
-14.7%
34,552
-15.3%
0.00%
Q3 2019$939,000
+9.1%
40,813
+10.5%
0.00%
Q2 2019$861,000
+0.6%
36,949
+0.3%
0.00%
Q1 2019$856,000
-20.9%
36,829
-23.7%
0.00%
Q4 2018$1,082,000
-47.1%
48,240
-42.9%
0.00%
-100.0%
Q3 2018$2,045,000
-8.6%
84,459
-9.7%
0.00%0.0%
Q2 2018$2,238,000
-5.4%
93,557
-5.5%
0.00%0.0%
Q1 2018$2,367,000
+135.8%
99,044
+138.3%
0.00%
Q4 2017$1,004,000
+114.1%
41,562
+113.8%
0.00%
Q3 2017$469,000
+9280.0%
19,437
+8695.0%
0.00%
Q3 2014$5,0002210.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 61,728$1,282,0961.23%
VISTA INVESTMENT MANAGEMENT 77,105$1,601,4740.85%
KCS Wealth Advisory 57,788$1,200,2460.45%
B. Riley Wealth Advisors, Inc. 796,588$16,545,1240.44%
McAdam, LLC 90,740$1,884,6730.17%
VERUS CAPITAL PARTNERS, LLC 39,103$812,1590.13%
Aprio Wealth Management, LLC 19,303$400,9230.12%
Avestar Capital, LLC 30,929$642,3950.12%
HCR Wealth Advisors 21,000$436,1700.09%
Robertson Stephens Wealth Management, LLC 43,909$911,9900.07%
View complete list of WISDOMTREE TR shareholders