Morgan Stanley’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.3M | Buy |
2,374,546
+210,381
| +10% | +$2.42M | ﹤0.01% | 2496 |
|
2025
Q1 | $19.3M | Sell |
2,164,165
-51,960
| -2% | -$463K | ﹤0.01% | 2730 |
|
2024
Q4 | $23.3M | Buy |
2,216,125
+546,123
| +33% | +$5.73M | ﹤0.01% | 2607 |
|
2024
Q3 | $16.7M | Buy |
1,670,002
+32,843
| +2% | +$328K | ﹤0.01% | 2970 |
|
2024
Q2 | $16.2M | Sell |
1,637,159
-194,192
| -11% | -$1.92M | ﹤0.01% | 2887 |
|
2024
Q1 | $16.8M | Sell |
1,831,351
-1,857,177
| -50% | -$17.1M | ﹤0.01% | 2883 |
|
2023
Q4 | $25.6M | Buy |
3,688,528
+2,240,785
| +155% | +$15.5M | ﹤0.01% | 3123 |
|
2023
Q3 | $10.1M | Sell |
1,447,743
-27,351
| -2% | -$191K | ﹤0.01% | 3120 |
|
2023
Q2 | $10.1M | Buy |
1,475,094
+40,718
| +3% | +$279K | ﹤0.01% | 3150 |
|
2023
Q1 | $8.41M | Sell |
1,434,376
-31,289
| -2% | -$183K | ﹤0.01% | 3303 |
|
2022
Q4 | $7.99M | Sell |
1,465,665
-127,653
| -8% | -$696K | ﹤0.01% | 3295 |
|
2022
Q3 | $7.46M | Buy |
1,593,318
+118,036
| +8% | +$552K | ﹤0.01% | 3276 |
|
2022
Q2 | $7.48M | Buy |
1,475,282
+253,660
| +21% | +$1.29M | ﹤0.01% | 3377 |
|
2022
Q1 | $7.17M | Sell |
1,221,622
-1,007,087
| -45% | -$5.91M | ﹤0.01% | 3287 |
|
2021
Q4 | $13.6M | Buy |
2,228,709
+752,352
| +51% | +$4.6M | ﹤0.01% | 2576 |
|
2021
Q3 | $8.37M | Sell |
1,476,357
-224,027
| -13% | -$1.27M | ﹤0.01% | 3102 |
|
2021
Q2 | $10.5M | Buy |
1,700,384
+578,514
| +52% | +$3.59M | ﹤0.01% | 2914 |
|
2021
Q1 | $7.01M | Sell |
1,121,870
-685,627
| -38% | -$4.28M | ﹤0.01% | 3048 |
|
2020
Q4 | $9.67M | Buy |
1,807,497
+501,843
| +38% | +$2.69M | ﹤0.01% | 2538 |
|
2020
Q3 | $4.18M | Buy |
1,305,654
+104,237
| +9% | +$334K | ﹤0.01% | 2883 |
|
2020
Q2 | $4.17M | Buy |
1,201,417
+449,481
| +60% | +$1.56M | ﹤0.01% | 2856 |
|
2020
Q1 | $1.75M | Sell |
751,936
-533,315
| -41% | -$1.24M | ﹤0.01% | 3477 |
|
2019
Q4 | $6.22M | Buy |
1,285,251
+449,071
| +54% | +$2.17M | ﹤0.01% | 2948 |
|
2019
Q3 | $4.37M | Sell |
836,180
-233,656
| -22% | -$1.22M | ﹤0.01% | 3002 |
|
2019
Q2 | $6.6M | Sell |
1,069,836
-665,573
| -38% | -$4.11M | ﹤0.01% | 2618 |
|
2019
Q1 | $12.3M | Buy |
1,735,409
+252,805
| +17% | +$1.78M | ﹤0.01% | 1831 |
|
2018
Q4 | $9.86M | Buy |
1,482,604
+707,576
| +91% | +$4.71M | ﹤0.01% | 2149 |
|
2018
Q3 | $6.57M | Sell |
775,028
-1,045,407
| -57% | -$8.86M | ﹤0.01% | 2886 |
|
2018
Q2 | $16.5M | Sell |
1,820,435
-442,067
| -20% | -$4.01M | ﹤0.01% | 1832 |
|
2018
Q1 | $20.7M | Buy |
2,262,502
+147,508
| +7% | +$1.35M | 0.01% | 1632 |
|
2017
Q4 | $26.5M | Sell |
2,114,994
-4,924
| -0.2% | -$61.8K | 0.01% | 1427 |
|
2017
Q3 | $21.6M | Buy |
2,119,918
+53,310
| +3% | +$543K | 0.01% | 1514 |
|
2017
Q2 | $21M | Sell |
2,066,608
-4,862,262
| -70% | -$49.5M | 0.01% | 1484 |
|
2017
Q1 | $62.9M | Buy |
6,928,870
+432,552
| +7% | +$3.93M | 0.02% | 780 |
|
2016
Q4 | $72.4M | Buy |
6,496,318
+601,538
| +10% | +$6.7M | 0.02% | 679 |
|
2016
Q3 | $60.7M | Buy |
5,894,780
+588,813
| +11% | +$6.06M | 0.02% | 750 |
|
2016
Q2 | $51.9M | Buy |
5,305,967
+688,136
| +15% | +$6.74M | 0.02% | 772 |
|
2016
Q1 | $52.8M | Buy |
4,617,831
+211,463
| +5% | +$2.42M | 0.02% | 724 |
|
2015
Q4 | $69.1M | Sell |
4,406,368
-3,164,296
| -42% | -$49.6M | 0.03% | 637 |
|
2015
Q3 | $122M | Sell |
7,570,664
-45,383
| -0.6% | -$732K | 0.05% | 408 |
|
2015
Q2 | $167M | Sell |
7,616,047
-2,015,333
| -21% | -$44.3M | 0.06% | 354 |
|
2015
Q1 | $207M | Sell |
9,631,380
-80,582
| -0.8% | -$1.73M | 0.08% | 290 |
|
2014
Q4 | $152M | Sell |
9,711,962
-583,630
| -6% | -$9.15M | 0.06% | 376 |
|
2014
Q3 | $117M | Buy |
10,295,592
+1,065,339
| +12% | +$12.1M | 0.05% | 456 |
|
2014
Q2 | $114M | Buy |
9,230,253
+1,722,178
| +23% | +$21.3M | 0.04% | 466 |
|
2014
Q1 | $98.5M | Buy |
7,508,075
+6,089,823
| +429% | +$79.9M | 0.04% | 484 |
|
2013
Q4 | $25.1M | Buy |
1,418,252
+91,426
| +7% | +$1.62M | 0.01% | 1170 |
|
2013
Q3 | $15.4M | Buy |
1,326,826
+466,541
| +54% | +$5.41M | 0.01% | 1438 |
|
2013
Q2 | $9.95M | Buy |
+860,285
| New | +$9.95M | 0.01% | 1710 |
|