MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 83 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$10,438,525
-9.6%
198,942
-3.8%
0.00%0.0%
Q2 2023$11,542,580
-11.6%
206,701
-7.7%
0.00%0.0%
Q1 2023$13,059,705
+69.9%
223,976
+59.5%
0.00%0.0%
Q4 2022$7,685,477
+18.1%
140,462
-2.4%
0.00%0.0%
Q3 2022$6,509,000
-18.8%
143,875
-0.9%
0.00%0.0%
Q2 2022$8,013,000
-25.8%
145,164
-9.6%
0.00%0.0%
Q1 2022$10,797,000
-35.9%
160,650
-28.9%
0.00%
-50.0%
Q4 2021$16,837,000
-4.6%
225,970
-8.0%
0.00%0.0%
Q3 2021$17,642,000
-2.5%
245,596
-0.4%
0.00%0.0%
Q2 2021$18,093,000
+16.9%
246,497
+10.9%
0.00%0.0%
Q1 2021$15,483,000
+5.3%
222,309
-2.4%
0.00%0.0%
Q4 2020$14,706,000
-9.7%
227,775
-25.6%
0.00%
-33.3%
Q3 2020$16,287,000
-8.5%
306,288
-14.8%
0.00%
-25.0%
Q2 2020$17,798,000
-45.2%
359,392
-55.0%
0.00%
-55.6%
Q1 2020$32,505,000
-46.7%
799,239
-14.3%
0.01%
-35.7%
Q4 2019$60,937,000
+14.8%
932,478
-1.7%
0.01%0.0%
Q3 2019$53,061,000
-9.3%
949,043
-5.4%
0.01%
-12.5%
Q2 2019$58,503,000
-15.1%
1,002,798
-14.9%
0.02%
-20.0%
Q1 2019$68,890,000
+5.2%
1,178,943
-4.0%
0.02%0.0%
Q4 2018$65,498,000
-44.9%
1,227,480
-34.6%
0.02%
-33.3%
Q3 2018$118,877,000
-8.9%
1,877,997
-6.1%
0.03%
-14.3%
Q2 2018$130,509,000
-6.6%
1,999,855
+0.0%
0.04%
-10.3%
Q1 2018$139,768,000
+16.8%
1,999,264
+17.9%
0.04%
+18.2%
Q4 2017$119,616,000
+10.0%
1,695,232
+8.3%
0.03%0.0%
Q3 2017$108,727,000
+16.8%
1,565,093
+8.5%
0.03%
+17.9%
Q2 2017$93,079,000
-42.1%
1,442,415
-47.1%
0.03%
+12.0%
Q1 2017$160,892,000
+17.5%
2,724,206
+8.6%
0.02%
+13.6%
Q4 2016$136,980,000
+100.9%
2,507,914
+103.4%
0.02%
-4.3%
Q3 2016$68,195,000
+0.0%
1,232,776
-7.7%
0.02%
-8.0%
Q2 2016$68,169,000
-12.6%
1,335,889
-2.3%
0.02%
-16.7%
Q1 2016$77,998,000
-22.6%
1,367,667
-24.0%
0.03%
-16.7%
Q4 2015$100,756,000
+15.9%
1,799,218
+11.4%
0.04%
+12.5%
Q3 2015$86,924,000
+4.3%
1,614,488
+10.7%
0.03%
+10.3%
Q2 2015$83,345,000
+33.6%
1,458,355
+30.1%
0.03%
+26.1%
Q1 2015$62,390,000
+24.0%
1,121,114
+14.7%
0.02%
+27.8%
Q4 2014$50,329,000
-40.9%
977,813
-39.8%
0.02%
-45.5%
Q3 2014$85,168,000
-33.4%
1,624,409
-23.2%
0.03%
-34.0%
Q2 2014$127,787,000
+32.3%
2,114,961
+36.9%
0.05%
+25.0%
Q1 2014$96,573,000
+144.3%
1,544,419
+126.1%
0.04%
+135.3%
Q4 2013$39,525,000
+173.0%
683,126
+138.2%
0.02%
+142.9%
Q3 2013$14,477,000
+94.2%
286,774
+63.1%
0.01%
+75.0%
Q2 2013$7,454,000175,8750.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 229,063$12,644,0001.48%
Motley Fool Wealth Management, LLC 208,148$11,490,0000.72%
Sovereign Financial Group, Inc. 23,210$1,281,0000.50%
Hedges Asset Management LLC 9,500$525,0000.50%
GARRISON BRADFORD & ASSOCIATES INC 6,500$359,0000.41%
TFG Advisers LLC 7,128$393,0000.21%
Financial Planning & Information Services, Inc. 14,195$784,0000.19%
Intercontinental Wealth Advisors, LLC 8,653$478,0000.13%
Conservest Capital Advisors, Inc. 18,242$1,007,0000.12%
OLD MISSION CAPITAL LLC 49,709$2,744,0000.08%
View complete list of WISDOMTREE TR shareholders