MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 42 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,210,946
-39.1%
72,585
-37.5%
0.00%
Q2 2023$3,629,466
+0.1%
116,142
-1.0%
0.00%
Q1 2023$3,625,352
+34.2%
117,291
+27.0%
0.00%
Q4 2022$2,701,706
+81.2%
92,366
+61.3%
0.00%
Q3 2022$1,491,000
-4.4%
57,278
+2.6%
0.00%
Q2 2022$1,560,000
-7.5%
55,814
+1.5%
0.00%
Q1 2022$1,687,000
-34.2%
54,970
-34.0%
0.00%
Q4 2021$2,565,000
-0.1%
83,259
-3.2%
0.00%
Q3 2021$2,567,000
-4.2%
86,004
-1.5%
0.00%
Q2 2021$2,680,000
+2.8%
87,309
-0.3%
0.00%
Q1 2021$2,606,000
+3.4%
87,562
-3.3%
0.00%
Q4 2020$2,521,000
+4.4%
90,528
-4.6%
0.00%
Q3 2020$2,414,000
-3.6%
94,941
-3.9%
0.00%
-100.0%
Q2 2020$2,505,000
+0.9%
98,817
-9.0%
0.00%0.0%
Q1 2020$2,483,000
-60.9%
108,576
-48.2%
0.00%0.0%
Q4 2019$6,357,000
+20.1%
209,788
+14.3%
0.00%0.0%
Q3 2019$5,292,000
-8.4%
183,611
-7.8%
0.00%
-50.0%
Q2 2019$5,777,000
+6.8%
199,123
+5.0%
0.00%0.0%
Q1 2019$5,407,000
+39.0%
189,657
+26.3%
0.00%
+100.0%
Q4 2018$3,890,000
-18.9%
150,125
-7.3%
0.00%0.0%
Q3 2018$4,797,000
-10.5%
161,952
-12.6%
0.00%0.0%
Q2 2018$5,362,000
-11.3%
185,338
-8.9%
0.00%
-50.0%
Q1 2018$6,044,000
-67.4%
203,418
-66.5%
0.00%
-60.0%
Q4 2017$18,521,000
+7.6%
606,469
+4.8%
0.01%0.0%
Q3 2017$17,206,000
-12.0%
578,728
-15.8%
0.01%
-16.7%
Q2 2017$19,556,000
-43.0%
687,371
-44.4%
0.01%
+20.0%
Q1 2017$34,292,000
+26.2%
1,235,348
+20.2%
0.01%
+25.0%
Q4 2016$27,170,000
+441.1%
1,027,616
+430.9%
0.00%
+100.0%
Q3 2016$5,021,000193,5460.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
FFG RETIREMENT ADVISORS LLC 116,182$3,538,9042.94%
Exchange Capital Management, Inc. 479,374$14,601,7232.76%
Stratos Investment Management, LLC 430,424$13,110,7211.96%
Kure Advisory, LLC 90,519$2,757,2201.56%
Rooted Wealth Advisors, Inc. 73,810$2,2951.41%
Harvest Investment Services, LLC 54,401$1,657,0541.07%
Atomi Financial Group, Inc. 56,505$1,721,1420.58%
Occidental Asset Management, LLC 68,868$2,097,7290.49%
MARIPAU WEALTH MANAGEMENT LLC 16,731$509,6260.47%
MOODY NATIONAL BANK TRUST DIVISION 223,038$6,793,7370.44%
View complete list of WISDOMTREE TR shareholders