Morgan Stanley Wisdom Tree Investments, Inc. Transaction History

Morgan Stanley

$1.39 Trillion
Q4 2024

A detailed history of Morgan Stanley transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Morgan Stanley holds 2,216,125 shares of WETF stock, worth $12.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,216,125

Previous 1,670,002 32.7%

Holding current value

$12.1 Million

Previous $9.12 Million 32.7%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	N/A	546,123 Added 32.7%	2,216,125 $12.1 Million
Q3 2024 Nov 14, 2024	BUY	N/A	32,843 Added 2.01%	1,670,002 $9.12 Million
Q2 2024 Oct 17, 2024	SELL	N/A	-194,192 Reduced 10.6%	1,637,159 $8.94 Million
Q2 2024 Aug 14, 2024	SELL	N/A	-194,192 Reduced 10.6%	1,637,159 $8.94 Million
Q1 2024 Oct 17, 2024	BUY	N/A	194,192 Added 11.86%	1,831,351 $10 Million
Q1 2024 Aug 16, 2024	SELL	N/A	-12,913 Reduced 0.7%	1,831,351 $10 Million
Q1 2024 May 15, 2024	SELL	N/A	-12,913 Reduced 0.7%	1,831,351 $10 Million
Q4 2023 Aug 16, 2024	BUY	N/A	207,105 Added 12.65%	1,844,264 $10.1 Million
Q4 2023 Feb 13, 2024	BUY	N/A	396,521 Added 27.39%	1,844,264 $10.1 Million
Q3 2023 Nov 15, 2023	SELL	N/A	-27,351 Reduced 1.85%	1,447,743 $7.9 Million
Q2 2023 Aug 14, 2023	BUY	N/A	40,718 Added 2.84%	1,475,094 $8.05 Million
Q1 2023 May 15, 2023	SELL	$5.46 - $5.57 $170,837 - $174,279	-31,289 Reduced 2.13%	1,434,376 $7.83 Million
Q4 2022 Feb 14, 2023	SELL	$0.0 - $5.54 $0 - $707,197	-127,653 Reduced 8.01%	1,465,665 $7.99 Million
Q3 2022 Nov 14, 2022	BUY	$4.68 - $5.46 $552,408 - $644,476	118,036 Added 8.0%	1,593,318 $7.46 Million
Q2 2022 Oct 27, 2022	BUY	$4.98 - $6.29 $1.26 Million - $1.6 Million	253,660 Added 20.76%	1,475,282 $7.48 Million
Q2 2022 Aug 15, 2022	BUY	$4.98 - $6.29 $1.26 Million - $1.6 Million	253,660 Added 20.76%	1,475,282 $7.48 Million
Q1 2022 Oct 27, 2022	SELL	$5.16 - $6.49 $1.31 Million - $1.65 Million	-253,660 Reduced 17.19%	1,221,622 $7.17 Million
Q1 2022 May 13, 2022	SELL	$5.16 - $6.49 $5.2 Million - $6.54 Million	-1,007,087 Reduced 45.19%	1,221,622 $7.17 Million
Q4 2021 Feb 14, 2022	BUY	$5.42 - $6.86 $4.08 Million - $5.16 Million	752,352 Added 50.96%	2,228,709 $13.6 Million
Q3 2021 Nov 15, 2021	BUY	$5.55 - $6.55 $8.19 Million - $9.67 Million	1,476,357 New	1,476,357 $8.37 Million

Others Institutions Holding WETF

# of Institutions

277

Shares Held

127M

Call Options Held

127K

Put Options Held

89.2K

View Full List

About WisdomTree Investments, Inc.

Ticker WETF
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 146,584,992
Market Cap $800M
Description
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...

More about WETF

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