MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$394,523,280
-2.2%
6,213,943
+2.7%
0.04%0.0%
Q2 2023$403,369,754
+36.8%
6,051,151
+27.9%
0.04%
+25.0%
Q1 2023$294,882,604
+0.1%
4,730,231
-3.0%
0.03%
-3.0%
Q4 2022$294,474,107
+6.2%
4,878,630
-5.2%
0.03%
-13.2%
Q3 2022$277,377,000
-6.7%
5,145,181
-0.8%
0.04%
-2.6%
Q2 2022$297,386,000
+7.8%
5,189,083
+19.8%
0.04%
+5.4%
Q1 2022$275,762,000
-0.1%
4,331,116
+3.3%
0.04%
+8.8%
Q4 2021$276,167,000
+3.3%
4,193,248
-7.7%
0.03%
-5.6%
Q3 2021$267,246,000
+1.7%
4,541,911
+3.2%
0.04%
+2.9%
Q2 2021$262,667,000
+4.5%
4,401,996
+0.2%
0.04%
-5.4%
Q1 2021$251,334,000
+10.0%
4,394,722
+3.8%
0.04%
+5.7%
Q4 2020$228,415,000
+16.2%
4,233,042
+6.7%
0.04%
-7.9%
Q3 2020$196,590,000
+7.8%
3,965,912
-1.1%
0.04%
-5.0%
Q2 2020$182,329,000
+49.5%
4,008,115
+27.9%
0.04%
+21.2%
Q1 2020$121,922,000
-15.9%
3,133,428
+4.7%
0.03%
-2.9%
Q4 2019$145,056,000
+44.8%
2,992,689
+34.7%
0.03%
+25.9%
Q3 2019$100,180,000
+2.3%
2,221,779
-0.9%
0.03%
+3.8%
Q2 2019$97,888,000
-0.4%
2,242,571
-1.7%
0.03%
-7.1%
Q1 2019$98,262,000
+17.6%
2,281,984
+4.7%
0.03%
+12.0%
Q4 2018$83,522,000
-4.7%
2,179,038
+10.2%
0.02%
+13.6%
Q3 2018$87,683,000
+13.8%
1,977,949
+5.3%
0.02%
+4.8%
Q2 2018$77,032,000
+20.9%
1,878,372
+19.0%
0.02%
+16.7%
Q1 2018$63,724,000
+4.6%
1,578,881
+7.4%
0.02%
+5.9%
Q4 2017$60,920,000
+11.8%
1,470,434
+2.9%
0.02%
+6.2%
Q3 2017$54,511,000
+5.2%
1,428,511
+1.4%
0.02%0.0%
Q2 2017$51,832,000
-46.4%
1,409,228
-48.3%
0.02%
+6.7%
Q1 2017$96,692,000
+0.5%
2,725,224
-5.8%
0.02%
-6.2%
Q4 2016$96,214,000
+115.7%
2,891,898
+109.3%
0.02%
+6.7%
Q3 2016$44,614,000
+36.5%
1,381,677
+33.5%
0.02%
+25.0%
Q2 2016$32,696,000
+19.5%
1,035,351
+18.4%
0.01%
+9.1%
Q1 2016$27,354,000
+7.2%
874,758
+4.1%
0.01%
+22.2%
Q4 2015$25,511,000
+61.0%
840,555
+51.8%
0.01%
+50.0%
Q3 2015$15,843,000
-10.8%
553,588
-3.2%
0.01%0.0%
Q2 2015$17,753,000
+10.7%
572,137
+11.7%
0.01%0.0%
Q1 2015$16,034,000
+23.1%
512,437
+22.3%
0.01%
+20.0%
Q4 2014$13,030,000
+31.5%
419,087
+23.8%
0.01%
+25.0%
Q3 2014$9,906,000
+55.4%
338,559
+54.2%
0.00%
+100.0%
Q2 2014$6,375,000
+24.3%
219,615
+19.9%
0.00%0.0%
Q1 2014$5,127,000
+6.4%
183,177
+5.9%
0.00%0.0%
Q4 2013$4,819,000
+62.4%
172,939
+47.4%
0.00%
+100.0%
Q3 2013$2,967,000
-38.6%
117,301
-41.3%
0.00%
-50.0%
Q2 2013$4,830,000199,8470.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,248,815$460,227,27435.24%
Choice Wealth Advisors, LLC 336,710$21,377,70415.10%
Team Financial Group, LLC 255,381$16,214,12013.39%
Spinnaker Investment Group, LLC 582,453$36,979,93312.43%
Prestige Wealth Management Group LLC 759,025$48,190,47811.88%
Lauer Wealth, LLC 163,976$10,601,03511.44%
PALO ALTO WEALTH ADVISORS, LLC 210,562$13,368,58111.16%
Private Wealth Strategies, L.L.C. 696,124$44,196,88811.03%
Aspire Capital Advisors LLC 373,037$23,684,08810.78%
AVAII WEALTH MANAGEMENT, LLC 205,371$13,039,0189.87%
View complete list of WISDOMTREE TR shareholders