MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$14,115,345
+16.1%
389,978
+18.5%
0.00%0.0%
Q2 2023$12,160,509
-6.5%
329,196
-4.7%
0.00%0.0%
Q1 2023$13,002,315
+13.1%
345,347
+7.8%
0.00%0.0%
Q4 2022$11,496,084
+47.9%
320,493
+25.0%
0.00%0.0%
Q3 2022$7,771,000
-32.8%
256,394
-23.3%
0.00%0.0%
Q2 2022$11,556,000
+32.7%
334,264
+52.7%
0.00%0.0%
Q1 2022$8,707,000
+14.2%
218,924
+11.1%
0.00%0.0%
Q4 2021$7,626,000
+1.7%
197,004
-0.4%
0.00%0.0%
Q3 2021$7,497,000
-1.9%
197,850
+2.5%
0.00%0.0%
Q2 2021$7,643,000
-35.0%
192,957
-35.5%
0.00%
-50.0%
Q1 2021$11,760,000
+3.6%
299,177
-1.3%
0.00%0.0%
Q4 2020$11,350,000
+7.0%
303,153
-6.0%
0.00%0.0%
Q3 2020$10,609,000
+4.0%
322,449
+4.1%
0.00%0.0%
Q2 2020$10,205,000
+14.3%
309,612
+2.3%
0.00%0.0%
Q1 2020$8,926,000
-20.5%
302,775
+13.4%
0.00%
-33.3%
Q4 2019$11,226,000
+30.0%
267,032
+20.7%
0.00%
+50.0%
Q3 2019$8,634,000
-7.8%
221,269
-4.5%
0.00%0.0%
Q2 2019$9,360,000
+14.3%
231,733
+14.0%
0.00%0.0%
Q1 2019$8,186,000
+7.3%
203,274
-1.1%
0.00%0.0%
Q4 2018$7,626,000
+42.8%
205,485
+60.7%
0.00%
+100.0%
Q3 2018$5,341,000
-6.9%
127,836
-7.8%
0.00%
-50.0%
Q2 2018$5,739,000
-9.6%
138,636
-4.8%
0.00%0.0%
Q1 2018$6,347,000
-0.6%
145,672
+1.3%
0.00%0.0%
Q4 2017$6,384,000
-8.4%
143,809
-9.7%
0.00%0.0%
Q3 2017$6,972,000
-9.9%
159,293
-14.0%
0.00%0.0%
Q2 2017$7,736,000
-42.0%
185,291
-43.6%
0.00%0.0%
Q1 2017$13,348,000
+8.2%
328,772
+1.6%
0.00%0.0%
Q4 2016$12,334,000
+90.7%
323,648
+91.4%
0.00%0.0%
Q3 2016$6,468,000
+9.1%
169,108
+3.9%
0.00%0.0%
Q2 2016$5,929,000
-18.5%
162,767
-16.4%
0.00%
-33.3%
Q1 2016$7,274,000
-23.7%
194,799
-22.9%
0.00%0.0%
Q4 2015$9,532,000
-7.5%
252,553
-8.2%
0.00%
-25.0%
Q3 2015$10,303,000
-4.7%
275,259
+7.4%
0.00%0.0%
Q2 2015$10,815,000
+4.0%
256,228
+6.5%
0.00%0.0%
Q1 2015$10,401,000
+1.0%
240,591
-1.2%
0.00%0.0%
Q4 2014$10,297,000
-8.8%
243,392
-2.0%
0.00%0.0%
Q3 2014$11,293,000
+0.5%
248,358
+8.4%
0.00%0.0%
Q2 2014$11,240,000
-4.7%
229,019
-7.3%
0.00%
-20.0%
Q1 2014$11,794,000
+15.8%
247,012
+15.0%
0.01%
+25.0%
Q4 2013$10,187,000
+25.5%
214,770
+18.9%
0.00%0.0%
Q3 2013$8,119,000
+19.6%
180,565
+6.4%
0.00%
+33.3%
Q2 2013$6,791,000169,7220.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 159,355$6,218,0001.28%
Providence Wealth Advisors, LLC 33,820$1,320,0001.18%
Beacon Pointe Advisors, LLC 25,159$984,0000.42%
Beacon Pointe Wealth Advisors, LLC 43,463$1,698,0000.36%
WealthPLAN Partners, LLC 58,300$2,378,0000.32%
LVM CAPITAL MANAGEMENT LTD/MI 38,983$1,521,0000.32%
MADRONA FUNDS, LLC 9,293$363,0000.27%
Madrona Financial Services, LLC 9,293$363,0000.27%
Linscomb & Williams, Inc. 78,048$3,045,0000.24%
PrairieView Partners, LLC 24,765$966,0000.22%
View complete list of WISDOMTREE TR shareholders