MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$10,360,234
+23.8%
251,523
+27.5%
0.00%0.0%
Q2 2023$8,367,845
+15.5%
197,215
+13.1%
0.00%0.0%
Q1 2023$7,245,981
+14.0%
174,307
+10.3%
0.00%0.0%
Q4 2022$6,353,341
-23.4%
158,004
-31.5%
0.00%0.0%
Q3 2022$8,296,000
-36.4%
230,769
-29.7%
0.00%
-50.0%
Q2 2022$13,034,000
-1.8%
328,406
+10.4%
0.00%0.0%
Q1 2022$13,270,000
+22.9%
297,395
+31.1%
0.00%
+100.0%
Q4 2021$10,797,000
+22.2%
226,827
+13.9%
0.00%0.0%
Q3 2021$8,837,000
+14.4%
199,157
+19.8%
0.00%0.0%
Q2 2021$7,728,000
-2.2%
166,309
-3.1%
0.00%0.0%
Q1 2021$7,902,000
+70.7%
171,624
+46.6%
0.00%0.0%
Q4 2020$4,629,000
+39.3%
117,035
+8.1%
0.00%0.0%
Q3 2020$3,324,000
-33.2%
108,254
-34.6%
0.00%0.0%
Q2 2020$4,974,000
+75.4%
165,642
+46.8%
0.00%0.0%
Q1 2020$2,836,000
-56.1%
112,856
-34.1%
0.00%
-50.0%
Q4 2019$6,458,000
+15.8%
171,267
+9.3%
0.00%
+100.0%
Q3 2019$5,575,000
+2.2%
156,695
+2.0%
0.00%0.0%
Q2 2019$5,457,000
+3.9%
153,580
+1.4%
0.00%0.0%
Q1 2019$5,253,000
+1.4%
151,490
-8.9%
0.00%
-50.0%
Q4 2018$5,178,000
-23.0%
166,245
-6.8%
0.00%0.0%
Q3 2018$6,724,000
+6.3%
178,379
+3.5%
0.00%0.0%
Q2 2018$6,325,000
+9.5%
172,391
+2.5%
0.00%0.0%
Q1 2018$5,778,000
-36.7%
168,176
-34.2%
0.00%0.0%
Q4 2017$9,124,000
+17.7%
255,399
+13.7%
0.00%0.0%
Q3 2017$7,749,000
-27.5%
224,587
-30.1%
0.00%
-33.3%
Q2 2017$10,681,000
-51.1%
321,233
-51.4%
0.00%0.0%
Q1 2017$21,842,000
+38.2%
660,468
+42.0%
0.00%0.0%
Q4 2016$15,806,000
+173.1%
465,008
+147.9%
0.00%
+50.0%
Q3 2016$5,787,000
+129.3%
187,616
+113.0%
0.00%
+100.0%
Q2 2016$2,524,000
+3.3%
88,076
+1.8%
0.00%0.0%
Q1 2016$2,444,000
-24.6%
86,550
-29.2%
0.00%0.0%
Q4 2015$3,242,000
+578.2%
122,195
+564.0%
0.00%
Q3 2015$478,000
+19.2%
18,402
+35.3%
0.00%
Q2 2015$401,000
-17.1%
13,602
-15.4%
0.00%
Q1 2015$484,000
-45.2%
16,073
-46.8%
0.00%
Q4 2014$884,000
-43.0%
30,208
-47.4%
0.00%
-100.0%
Q3 2014$1,550,000
-41.2%
57,387
-37.3%
0.00%0.0%
Q2 2014$2,636,000
+24.4%
91,552
+22.8%
0.00%0.0%
Q1 2014$2,119,000
+20.8%
74,536
+21.6%
0.00%0.0%
Q4 2013$1,754,000
+179.3%
61,302
+153.8%
0.00%
Q3 2013$628,00024,1570.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 471,320$18,693,0005.21%
Joseph Group Capital Management 31,150$1,236,0001.24%
Venturi Wealth Management, LLC 233,587$9,271,0000.83%
CERTUITY, LLC 50,650$2,010,0000.52%
Collaborative Wealth Managment Inc. 18,986$754,0000.50%
XML Financial, LLC 53,509$2,124,0000.48%
Linscomb & Williams, Inc. 198,945$7,896,0000.45%
Avant Capital LLC 5,476$217,0000.28%
LVM CAPITAL MANAGEMENT LTD/MI 46,983$1,865,0000.27%
Truadvice, LLC 11,163$474,0000.25%
View complete list of WISDOMTREE TR shareholders