MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 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$24,235,461
-5.6%
477,640
-1.5%
0.00%
-33.3%
Q2 2023$25,675,895
-7.0%
484,999
-12.7%
0.00%0.0%
Q1 2023$27,619,439
+19.5%
555,276
+16.9%
0.00%0.0%
Q4 2022$23,104,127
+10.8%
475,198
+0.2%
0.00%0.0%
Q3 2022$20,852,000
-23.9%
474,123
-20.5%
0.00%
-25.0%
Q2 2022$27,405,000
-24.9%
596,156
-10.7%
0.00%
-20.0%
Q1 2022$36,491,000
+0.4%
667,349
+3.3%
0.01%
+25.0%
Q4 2021$36,359,000
+7.9%
646,038
-0.3%
0.00%
-20.0%
Q3 2021$33,699,000
+0.6%
647,930
+1.3%
0.01%
+25.0%
Q2 2021$33,501,000
+5.0%
639,448
+2.0%
0.00%
-20.0%
Q1 2021$31,919,000
+19.6%
626,723
+2.0%
0.01%
+25.0%
Q4 2020$26,697,000
+26.9%
614,278
-0.2%
0.00%0.0%
Q3 2020$21,041,000
-21.0%
615,428
-24.7%
0.00%
-33.3%
Q2 2020$26,622,000
-30.1%
817,135
-43.3%
0.01%
-40.0%
Q1 2020$38,060,000
-51.3%
1,440,580
-22.5%
0.01%
-44.4%
Q4 2019$78,212,000
-0.2%
1,858,214
-6.5%
0.02%
-14.3%
Q3 2019$78,355,000
-2.6%
1,986,679
-1.3%
0.02%0.0%
Q2 2019$80,486,000
-3.9%
2,012,160
-5.5%
0.02%
-12.5%
Q1 2019$83,743,000
+14.3%
2,128,699
-0.4%
0.02%
+9.1%
Q4 2018$73,288,000
-22.0%
2,137,286
-6.0%
0.02%
-8.3%
Q3 2018$94,017,000
+3.0%
2,273,159
+0.1%
0.02%
-4.0%
Q2 2018$91,247,000
+5.0%
2,271,499
+1.1%
0.02%
+4.2%
Q1 2018$86,910,000
-7.2%
2,246,871
-4.8%
0.02%
-7.7%
Q4 2017$93,653,000
+23.0%
2,360,234
+15.4%
0.03%
+13.0%
Q3 2017$76,141,000
+7.3%
2,044,618
+3.1%
0.02%
+9.5%
Q2 2017$70,964,000
-45.9%
1,982,231
-46.7%
0.02%
+5.0%
Q1 2017$131,212,000
+5.6%
3,720,222
+207.4%
0.02%0.0%
Q4 2016$124,260,000
+112.1%
1,210,276
+97.6%
0.02%0.0%
Q3 2016$58,595,000
+4.2%
612,473
-0.6%
0.02%0.0%
Q2 2016$56,256,000
+2.4%
616,169
+1.1%
0.02%
-4.8%
Q1 2016$54,937,000
+5.5%
609,729
+2.0%
0.02%
+10.5%
Q4 2015$52,096,000
-11.8%
597,845
-13.0%
0.02%
-13.6%
Q3 2015$59,070,000
-12.2%
687,491
-2.9%
0.02%
-4.3%
Q2 2015$67,301,000
+2.5%
708,363
+4.2%
0.02%
-4.2%
Q1 2015$65,633,000
+44.0%
679,987
+38.2%
0.02%
+41.2%
Q4 2014$45,591,000
+51.9%
492,082
+43.6%
0.02%
+41.7%
Q3 2014$30,004,000
+39.5%
342,789
+47.3%
0.01%
+50.0%
Q2 2014$21,515,000
+24.6%
232,713
+19.7%
0.01%
+14.3%
Q1 2014$17,274,000
+49.0%
194,409
+45.1%
0.01%
+40.0%
Q4 2013$11,594,000
+58.2%
134,025
+44.1%
0.01%
+66.7%
Q3 2013$7,330,000
+29.2%
93,029
+18.0%
0.00%0.0%
Q2 2013$5,672,00078,8050.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders