MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 120 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$38,008,203
-1.3%
878,396
+2.2%
0.00%0.0%
Q2 2023$38,498,253
+7.1%
859,144
+3.3%
0.00%0.0%
Q1 2023$35,940,499
+12.3%
831,571
+10.7%
0.00%0.0%
Q4 2022$32,003,234
-2.8%
751,426
-10.6%
0.00%0.0%
Q3 2022$32,925,000
-4.8%
840,569
-0.0%
0.00%0.0%
Q2 2022$34,578,000
-22.3%
840,885
-9.4%
0.00%
-33.3%
Q1 2022$44,527,000
+18.3%
928,412
+26.7%
0.01%
+20.0%
Q4 2021$37,653,000
+14.4%
732,542
+7.6%
0.01%
+25.0%
Q3 2021$32,904,000
-6.4%
680,828
-4.4%
0.00%
-20.0%
Q2 2021$35,160,000
+6.2%
711,898
+1.9%
0.01%0.0%
Q1 2021$33,092,000
+34.7%
698,443
+10.6%
0.01%
+25.0%
Q4 2020$24,576,000
+13.7%
631,453
-12.7%
0.00%0.0%
Q3 2020$21,610,000
+4.0%
723,443
-1.2%
0.00%
-20.0%
Q2 2020$20,771,000
-29.2%
731,885
-44.3%
0.01%
-37.5%
Q1 2020$29,331,000
-41.8%
1,313,510
+0.2%
0.01%
-33.3%
Q4 2019$50,383,000
+7.5%
1,310,347
-0.4%
0.01%0.0%
Q3 2019$46,856,000
-2.3%
1,316,191
-1.6%
0.01%
-7.7%
Q2 2019$47,977,000
+1.9%
1,337,159
+2.6%
0.01%0.0%
Q1 2019$47,082,000
+8.7%
1,303,838
-3.6%
0.01%0.0%
Q4 2018$43,314,000
-34.7%
1,351,859
-18.8%
0.01%
-23.5%
Q3 2018$66,340,000
+3.2%
1,665,160
+0.2%
0.02%0.0%
Q2 2018$64,271,000
+16.2%
1,661,199
+7.3%
0.02%
+13.3%
Q1 2018$55,321,000
+18.5%
1,548,312
+20.1%
0.02%
+15.4%
Q4 2017$46,686,000
+11.6%
1,288,950
+7.7%
0.01%0.0%
Q3 2017$41,847,000
+15.2%
1,196,657
+8.2%
0.01%
+18.2%
Q2 2017$36,324,000
-46.0%
1,106,072
-47.1%
0.01%
+10.0%
Q1 2017$67,286,000
+2.0%
2,088,988
+209.3%
0.01%
-9.1%
Q4 2016$65,940,000
+145.1%
675,402
+113.3%
0.01%
+22.2%
Q3 2016$26,900,000
+12.1%
316,701
+4.2%
0.01%0.0%
Q2 2016$24,001,000
-9.7%
303,806
-12.1%
0.01%
-10.0%
Q1 2016$26,576,000
+7.0%
345,463
+5.5%
0.01%
+11.1%
Q4 2015$24,831,000
-16.6%
327,584
-19.1%
0.01%
-18.2%
Q3 2015$29,779,000
-25.3%
405,165
-14.0%
0.01%
-21.4%
Q2 2015$39,878,000
+8.7%
470,918
+8.5%
0.01%0.0%
Q1 2015$36,672,000
+124.0%
433,959
+119.2%
0.01%
+133.3%
Q4 2014$16,375,000
+44.7%
197,940
+33.1%
0.01%
+50.0%
Q3 2014$11,316,000
-31.2%
148,759
-25.3%
0.00%
-33.3%
Q2 2014$16,447,000
-5.8%
199,044
-7.0%
0.01%
-14.3%
Q1 2014$17,455,000
+0.1%
213,992
+0.2%
0.01%0.0%
Q4 2013$17,435,000
+118.2%
213,595
+97.8%
0.01%
+75.0%
Q3 2013$7,989,000
+161.9%
108,012
+136.6%
0.00%
+100.0%
Q2 2013$3,050,00045,6450.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 450,142$13,446,0003.74%
Forefront Analytics, LLC 175,807$5,253,0002.45%
PSI Advisors, LLC 72,466$2,164,0001.65%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 100,353$2,998,0001.55%
Savant Capital, LLC 599,055$17,894,0001.22%
9258 Wealth Management, LLC 96,365$2,959,0001.12%
Linscomb & Williams, Inc. 494,862$14,782,0001.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 37,310$1,114,0000.90%
ACG Wealth 180,171$5,382,0000.81%
Tennessee Valley Asset Management Partners 44,382$1,326,0000.78%
View complete list of WISDOMTREE TR shareholders