MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 76 filers reported holding WISDOMTREE TR in Q2 2020. 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$19,629,141
+103.8%
662,475
+118.0%
0.00%
+100.0%
Q2 2023$9,631,538
+31.2%
303,834
+22.9%
0.00%0.0%
Q1 2023$7,342,909
+18.2%
247,236
-0.1%
0.00%0.0%
Q4 2022$6,209,883
-27.5%
247,603
-23.0%
0.00%0.0%
Q3 2022$8,570,000
-14.5%
321,358
-10.2%
0.00%0.0%
Q2 2022$10,029,000
-40.9%
357,776
-13.8%
0.00%
-50.0%
Q1 2022$16,981,000
-35.0%
415,280
-17.6%
0.00%
-33.3%
Q4 2021$26,142,000
-15.5%
504,092
-6.1%
0.00%
-25.0%
Q3 2021$30,934,000
+7.8%
536,853
+4.6%
0.00%0.0%
Q2 2021$28,685,000
+9.6%
513,233
-5.5%
0.00%0.0%
Q1 2021$26,169,000
-3.9%
543,367
+6.9%
0.00%0.0%
Q4 2020$27,231,000
+76.8%
508,233
+41.0%
0.00%
+33.3%
Q3 2020$15,402,000
+205.4%
360,442
+178.4%
0.00%
+200.0%
Q2 2020$5,044,000129,4770.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Orca Investment Management, LLC 41,499$2,224,0002.33%
NORTHSTAR ASSET MANAGEMENT Co LLC 139,885$7,495,0002.13%
ALBION FINANCIAL GROUP /UT 403,472$21,618,0002.12%
Clarity Wealth Advisors, LLC 61,165$3,277,0001.99%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$20,634,0001.91%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 52,556$2,864,0001.87%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$7,696,0001.71%
Rollins Financial 65,058$3,486,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 48,278$2,587,0001.59%
Joseph P. Lucia & Associates, LLC 42,383$2,271,0001.58%
View complete list of WISDOMTREE TR shareholders