MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 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$17,077,839
-3.3%
297,159
+0.0%
0.00%0.0%
Q2 2023$17,664,527
+1.1%
297,082
+3.6%
0.00%0.0%
Q1 2023$17,474,666
+7.9%
286,751
+2.7%
0.00%0.0%
Q4 2022$16,189,445
+31.8%
279,321
+17.0%
0.00%0.0%
Q3 2022$12,281,000
-17.2%
238,749
-6.0%
0.00%0.0%
Q2 2022$14,834,000
-10.9%
254,101
+4.8%
0.00%0.0%
Q1 2022$16,643,000
-4.8%
242,466
+2.1%
0.00%0.0%
Q4 2021$17,488,000
-1.1%
237,444
-0.3%
0.00%0.0%
Q3 2021$17,678,000
+1.2%
238,116
+1.8%
0.00%0.0%
Q2 2021$17,465,000
+6.1%
233,858
+2.6%
0.00%0.0%
Q1 2021$16,461,000
-7.2%
227,893
-12.5%
0.00%
-33.3%
Q4 2020$17,735,000
+0.7%
260,391
-11.5%
0.00%0.0%
Q3 2020$17,616,000
-0.0%
294,098
-7.2%
0.00%
-25.0%
Q2 2020$17,622,000
-12.9%
316,786
-24.8%
0.00%
-20.0%
Q1 2020$20,239,000
-32.7%
421,208
-0.4%
0.01%
-28.6%
Q4 2019$30,086,000
-38.6%
423,055
-45.2%
0.01%
-46.2%
Q3 2019$49,011,000
-3.6%
771,581
-1.3%
0.01%
-7.1%
Q2 2019$50,833,000
-5.2%
781,809
-4.0%
0.01%
-6.7%
Q1 2019$53,608,000
+4.8%
814,590
-4.0%
0.02%0.0%
Q4 2018$51,172,000
-12.1%
848,334
+3.7%
0.02%0.0%
Q3 2018$58,189,000
-8.4%
817,950
-7.3%
0.02%
-11.8%
Q2 2018$63,510,000
-8.6%
882,701
-2.9%
0.02%
-10.5%
Q1 2018$69,466,000
+8.9%
908,889
+9.4%
0.02%
+11.8%
Q4 2017$63,796,000
+74.7%
830,679
+68.2%
0.02%
+54.5%
Q3 2017$36,523,000
+15.9%
493,903
+9.0%
0.01%
+10.0%
Q2 2017$31,504,000
-42.8%
453,098
-46.1%
0.01%
+25.0%
Q1 2017$55,064,000
+40.2%
841,058
+28.5%
0.01%
+33.3%
Q4 2016$39,272,000
+107.0%
654,308
+111.7%
0.01%0.0%
Q3 2016$18,973,000
-38.9%
309,145
-44.1%
0.01%
-45.5%
Q2 2016$31,032,000
-6.3%
553,049
-1.6%
0.01%
-15.4%
Q1 2016$33,104,000
-7.9%
562,037
-9.2%
0.01%0.0%
Q4 2015$35,950,000
+10.9%
618,749
+5.4%
0.01%
+8.3%
Q3 2015$32,402,000
-15.9%
587,325
-8.0%
0.01%
-7.7%
Q2 2015$38,532,000
+14.0%
638,573
+11.9%
0.01%
+8.3%
Q1 2015$33,809,000
+3.7%
570,532
-2.8%
0.01%0.0%
Q4 2014$32,601,000
-5.6%
587,195
+0.6%
0.01%
-7.7%
Q3 2014$34,546,000
-26.1%
583,731
-19.1%
0.01%
-27.8%
Q2 2014$46,766,000
+5.4%
721,910
+5.8%
0.02%
-5.3%
Q1 2014$44,352,000
+12.6%
682,035
+9.1%
0.02%
+11.8%
Q4 2013$39,403,000
+16.3%
625,345
+10.9%
0.02%
+6.2%
Q3 2013$33,884,000
+102.2%
563,900
+75.8%
0.02%
+100.0%
Q2 2013$16,760,000320,8180.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 227,049$13,048,4964.57%
3D/L Capital Management, LLC 240,789$13,838,1714.50%
O'Connor Financial Group LLC 65,958$3,790,5912.60%
FFG RETIREMENT ADVISORS LLC 38,276$2,199,7221.82%
Neumann Capital Management, LLC 64,898$3,729,6881.63%
KLR INVESTMENT ADVISORS, LLC 27,713$1,688,8261.54%
Kathleen S. Wright Associates Inc. 47,675$2,739,0581.53%
Great Point Wealth Advisors, LLC 86,762$4,986,1971.50%
WESCAP Management Group, Inc. 69,288$3,981,9881.42%
Sharper & Granite LLC 38,855$2,232,9971.30%
View complete list of WISDOMTREE TR shareholders