MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 94 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$56,597,363
-6.6%
1,237,100
-4.7%
0.01%0.0%
Q2 2023$60,621,646
-1.7%
1,297,830
-8.0%
0.01%
-14.3%
Q1 2023$61,699,950
+3.2%
1,411,252
-1.9%
0.01%0.0%
Q4 2022$59,797,736
+61.0%
1,438,137
+48.7%
0.01%
+40.0%
Q3 2022$37,132,000
-2.4%
967,222
+3.7%
0.01%0.0%
Q2 2022$38,051,000
-11.3%
932,628
+5.1%
0.01%
-16.7%
Q1 2022$42,901,000
+2.2%
887,110
+6.4%
0.01%
+20.0%
Q4 2021$41,983,000
+11.6%
833,657
+1.9%
0.01%0.0%
Q3 2021$37,617,000
+5.3%
817,929
+5.8%
0.01%0.0%
Q2 2021$35,710,000
+3.9%
772,782
-2.6%
0.01%0.0%
Q1 2021$34,383,000
+6.6%
793,125
-1.2%
0.01%0.0%
Q4 2020$32,242,000
+16.9%
802,845
+3.1%
0.01%0.0%
Q3 2020$27,571,000
+8.5%
778,399
+1.6%
0.01%
-16.7%
Q2 2020$25,419,000
+20.5%
766,332
+2.2%
0.01%0.0%
Q1 2020$21,087,000
-27.1%
750,151
-4.8%
0.01%
-14.3%
Q4 2019$28,915,000
+9.2%
788,103
-0.2%
0.01%0.0%
Q3 2019$26,482,000
+1.9%
789,551
-0.1%
0.01%0.0%
Q2 2019$25,986,000
+1.5%
790,316
-1.8%
0.01%0.0%
Q1 2019$25,590,000
+17.7%
804,966
+4.4%
0.01%0.0%
Q4 2018$21,736,000
-21.8%
770,804
-9.4%
0.01%0.0%
Q3 2018$27,795,000
+5.9%
851,049
-0.6%
0.01%0.0%
Q2 2018$26,256,000
-2.6%
855,808
-3.6%
0.01%0.0%
Q1 2018$26,964,000
-0.8%
887,856
+1.4%
0.01%0.0%
Q4 2017$27,194,000
+20.4%
875,242
+237.2%
0.01%0.0%
Q3 2017$22,590,000
+4.3%
259,524
-0.1%
0.01%0.0%
Q2 2017$21,655,000
-48.0%
259,876
-49.2%
0.01%
+16.7%
Q1 2017$41,676,000
+41.0%
511,546
+33.7%
0.01%
+20.0%
Q4 2016$29,550,000
+99.9%
382,466
+88.4%
0.01%0.0%
Q3 2016$14,785,000
+4.7%
202,957
+0.1%
0.01%0.0%
Q2 2016$14,126,000
-3.1%
202,834
-3.0%
0.01%
-16.7%
Q1 2016$14,573,000
-22.2%
209,080
-22.6%
0.01%
-14.3%
Q4 2015$18,742,000
+87.8%
270,222
+77.3%
0.01%
+75.0%
Q3 2015$9,980,000
-5.3%
152,441
+3.3%
0.00%0.0%
Q2 2015$10,536,000
-10.4%
147,636
-10.1%
0.00%0.0%
Q1 2015$11,753,000
+36.0%
164,196
+36.7%
0.00%
+33.3%
Q4 2014$8,643,000
+45.1%
120,087
+38.8%
0.00%
+50.0%
Q3 2014$5,957,000
+6.5%
86,508
+5.5%
0.00%0.0%
Q2 2014$5,596,000
+9.3%
82,025
+5.0%
0.00%0.0%
Q1 2014$5,120,000
+58.8%
78,106
+56.1%
0.00%
+100.0%
Q4 2013$3,225,000
+16.6%
50,021
+6.0%
0.00%0.0%
Q3 2013$2,766,000
+7.3%
47,205
+3.0%
0.00%0.0%
Q2 2013$2,579,00045,8510.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,622,884$74,634,00018.70%
JD Financial Services Inc. 271,736$12,497,00011.40%
BEACON FINANCIAL GROUP 654,339$30,512,0004.09%
DAIDO LIFE INSURANCE CO 549,372$25,266,0001.53%
Financial Gravity Asset Management, Inc. 54,157$2,491,0001.17%
CGN Advisors LLC 77,979$3,586,0001.17%
Truadvice, LLC 22,961$1,135,0001.04%
Marietta Wealth Management, LLC 87,374$4,018,0000.88%
Relative Value Partners Group, LLC 217,946$10,023,0000.75%
Insight Advisors, LLC/ PA 47,649$2,345,0000.70%
View complete list of WISDOMTREE TR shareholders