MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 86 filers reported holding WISDOMTREE TR in Q2 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$41,783,914
-11.6%
1,249,145
-5.3%
0.00%
-20.0%
Q2 2023$47,244,005
+4.6%
1,318,928
+3.6%
0.01%0.0%
Q1 2023$45,156,302
+67.5%
1,273,084
+52.2%
0.01%
+66.7%
Q4 2022$26,962,174
-61.5%
836,685
-67.2%
0.00%
-70.0%
Q3 2022$70,084,000
-21.3%
2,549,418
-9.3%
0.01%
-16.7%
Q2 2022$89,093,000
-25.1%
2,811,391
-6.1%
0.01%
-25.0%
Q1 2022$118,887,000
+67.9%
2,993,084
+84.2%
0.02%
+77.8%
Q4 2021$70,805,000
+13.2%
1,625,084
+5.1%
0.01%
+12.5%
Q3 2021$62,553,000
-0.8%
1,546,048
+2.2%
0.01%0.0%
Q2 2021$63,063,000
+9.2%
1,513,158
+103.3%
0.01%0.0%
Q1 2021$57,776,000
+110.2%
744,245
+106.1%
0.01%
+100.0%
Q4 2020$27,486,000
+95.7%
361,046
+71.3%
0.00%
+33.3%
Q3 2020$14,046,000
-6.1%
210,734
-11.1%
0.00%0.0%
Q2 2020$14,953,000
+103.0%
237,041
+70.1%
0.00%
+50.0%
Q1 2020$7,366,000
+190.9%
139,342
+262.1%
0.00%
+100.0%
Q4 2019$2,532,000
+23.9%
38,480
+9.6%
0.00%0.0%
Q3 2019$2,044,000
-12.8%
35,113
-13.8%
0.00%0.0%
Q2 2019$2,343,000
+0.4%
40,722
-2.6%
0.00%0.0%
Q1 2019$2,333,000
+17.3%
41,809
+3.7%
0.00%0.0%
Q4 2018$1,989,000
-21.2%
40,322
-8.6%
0.00%0.0%
Q3 2018$2,524,000
+17.1%
44,112
+16.8%
0.00%0.0%
Q2 2018$2,156,000
+3.4%
37,763
+7.9%
0.00%0.0%
Q1 2018$2,085,000
-3.0%
34,994
-3.7%
0.00%0.0%
Q4 2017$2,150,000
+5.2%
36,323
+0.4%
0.00%0.0%
Q3 2017$2,044,000
+40.7%
36,179
+32.7%
0.00%
Q2 2017$1,453,000
-49.2%
27,273
-52.1%
0.00%
Q1 2017$2,858,000
-18.7%
56,974
-25.3%
0.00%
-100.0%
Q4 2016$3,514,000
-71.8%
76,298
-69.9%
0.00%
-75.0%
Q3 2016$12,463,000
+14225.3%
253,165
+13525.7%
0.00%
Q2 2016$87,000
-43.9%
1,858
-44.0%
0.00%
Q1 2016$155,000
-22.9%
3,318
-25.3%
0.00%
Q4 2015$201,000
-69.4%
4,443
-70.6%
0.00%
Q3 2015$657,000
-23.8%
15,112
-10.8%
0.00%
Q2 2015$862,000
+20.7%
16,938
+20.8%
0.00%
Q1 2015$714,000
+2.1%
14,024
-0.3%
0.00%
Q4 2014$699,000
-9.0%
14,070
-7.1%
0.00%
Q3 2014$768,000
+4.2%
15,141
+10.0%
0.00%
Q2 2014$737,000
-39.5%
13,762
-41.8%
0.00%
-100.0%
Q1 2014$1,219,000
+14.1%
23,626
+12.4%
0.00%
Q4 2013$1,068,000
+2.6%
21,021
-0.7%
0.00%
Q3 2013$1,041,000
-15.4%
21,165
-18.4%
0.00%
-100.0%
Q2 2013$1,231,00025,9500.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Key FInancial Inc 209,711$6,568,0003.56%
ShoreHaven Wealth Partners, LLC 130,182$4,125,0002.96%
Legacy Financial Advisors, Inc. 317,322$10,056,0002.50%
Systelligence, LLC 270,884$8,584,0002.49%
January Capital Advisors LLC 46,174$1,463,0001.30%
HOWARD WEALTH MANAGEMENT, LLC 32,928$1,043,0001.10%
SENTINEL PENSION ADVISORS INC 71,901$2,279,0000.77%
Quantitative Advantage, LLC 131,791$4,176,0000.72%
Collaborative Wealth Managment Inc. 34,432$1,091,0000.72%
Bridge Advisory, LLC 42,101$1,282,0000.62%
View complete list of WISDOMTREE TR shareholders