MORGAN STANLEY - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. 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$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 Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 192,409$11,086,0002.78%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 75,517$4,742,0002.12%
ALBION FINANCIAL GROUP /UT 409,138$23,575,0002.06%
NORTHSTAR ASSET MANAGEMENT Co LLC 133,071$7,668,0002.01%
Orca Investment Management, LLC 39,431$2,272,0001.99%
Clarity Wealth Advisors, LLC 69,796$4,021,0001.98%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$22,189,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 52,563$3,029,0001.57%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,276,0001.51%
Joseph P. Lucia & Associates, LLC 44,016$2,536,0001.50%
View complete list of WISDOMTREE TR shareholders