MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 51 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$11,668,842
+4.4%
169,211
+0.8%
0.00%0.0%
Q2 2023$11,180,937
-0.7%
167,856
-0.4%
0.00%0.0%
Q1 2023$11,259,181
+7.0%
168,449
+1.1%
0.00%0.0%
Q4 2022$10,521,302
+18.5%
166,582
+6.8%
0.00%0.0%
Q3 2022$8,878,000
-1.8%
155,980
+2.3%
0.00%0.0%
Q2 2022$9,044,000
-11.5%
152,408
-1.7%
0.00%0.0%
Q1 2022$10,217,000
-13.0%
155,007
-5.8%
0.00%0.0%
Q4 2021$11,739,000
+23.4%
164,549
+32.9%
0.00%0.0%
Q3 2021$9,516,000
+28.0%
123,835
+23.0%
0.00%0.0%
Q2 2021$7,436,000
+13.8%
100,719
+17.5%
0.00%0.0%
Q1 2021$6,536,000
+14.1%
85,693
+8.5%
0.00%0.0%
Q4 2020$5,730,000
+28.2%
79,006
+23.7%
0.00%0.0%
Q3 2020$4,470,000
+9.3%
63,859
-0.1%
0.00%0.0%
Q2 2020$4,091,000
-24.9%
63,954
-31.7%
0.00%0.0%
Q1 2020$5,445,000
-46.2%
93,651
-31.9%
0.00%
-50.0%
Q4 2019$10,112,000
+11.7%
137,428
+4.4%
0.00%0.0%
Q3 2019$9,052,000
+0.2%
131,628
-3.7%
0.00%0.0%
Q2 2019$9,033,000
-27.8%
136,632
-25.6%
0.00%
-50.0%
Q1 2019$12,519,000
-2.3%
183,565
-7.8%
0.00%0.0%
Q4 2018$12,815,000
-56.4%
199,024
-47.6%
0.00%
-42.9%
Q3 2018$29,396,000
-7.9%
379,987
-8.3%
0.01%
-22.2%
Q2 2018$31,908,000
+1.0%
414,443
+6.7%
0.01%0.0%
Q1 2018$31,603,000
+130.4%
388,575
+127.9%
0.01%
+125.0%
Q4 2017$13,716,000
+9.9%
170,521
+2.5%
0.00%0.0%
Q3 2017$12,480,000
+36.6%
166,358
+27.7%
0.00%
+33.3%
Q2 2017$9,136,000
-38.3%
130,310
-41.3%
0.00%
+50.0%
Q1 2017$14,806,000
-20.9%
221,998
-26.6%
0.00%
-33.3%
Q4 2016$18,728,000
+167.9%
302,452
+166.1%
0.00%
+50.0%
Q3 2016$6,990,000
-0.7%
113,651
-10.1%
0.00%
-33.3%
Q2 2016$7,039,000
-11.8%
126,452
-12.8%
0.00%0.0%
Q1 2016$7,983,000
-44.7%
144,962
-43.2%
0.00%
-40.0%
Q4 2015$14,445,000
+54.0%
255,376
+45.4%
0.01%
+66.7%
Q3 2015$9,377,000
+13.7%
175,589
+20.3%
0.00%0.0%
Q2 2015$8,250,000
+101.8%
145,906
+93.3%
0.00%
+50.0%
Q1 2015$4,088,000
-32.0%
75,499
-39.1%
0.00%0.0%
Q4 2014$6,015,000
-51.0%
123,954
-48.0%
0.00%
-60.0%
Q3 2014$12,268,000
+3.6%
238,443
+7.9%
0.01%0.0%
Q2 2014$11,839,000
+32.4%
220,962
+23.6%
0.01%
+25.0%
Q1 2014$8,942,000
+30.2%
178,726
+32.8%
0.00%
+33.3%
Q4 2013$6,866,000
-5.9%
134,608
-5.5%
0.00%0.0%
Q3 2013$7,299,000
+19.3%
142,505
+10.2%
0.00%0.0%
Q2 2013$6,118,000129,2600.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Schoolcraft Capital LLC 123,876$7,051,0432.39%
Motley Fool Wealth Management, LLC 297,914$16,957,0001.11%
Barry Investment Advisors, LLC 50,078$2,850,0000.98%
ROBERTS GLORE & CO INC /IL/ 7,789$443,0000.16%
3EDGE Asset Management, LP 24,925$1,419,0000.11%
Lansing Street Advisors 2,305$131,0000.10%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,693$324,0000.10%
E&G Advisors, LP 3,661$208,0000.08%
Paragon Capital Management Ltd 4,200$239,0000.07%
Vontobel Holding Ltd. 84,267$4,796,0000.06%
View complete list of WISDOMTREE TR shareholders