Morgan Stanley »

WisdomTree LargeCap Dividend Fund shares owned by Morgan Stanley

Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in WisdomTree LargeCap Dividend Fund

201420162018202020222024050M100M150M200M1M1.5M2M2.5M3M
Value ($)Share countHistorical DLN position of Morgan Stanley Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-12-31 $227M 2.9M 77.79
2024-09-30 $225M 2.9M 78.56
2024-06-30 $204M 2.8M 72.75
2024-03-31 $199M 2.8M 72.19
2023-12-31 $184M 2.8M 66.38
2023-09-30 $164M 2.7M 61.00
2023-06-30 $178M 2.8M 63.60
2022-12-31 $181M 2.9M 61.95
2022-06-30 $172M 2.9M 59.10
2022-03-31 $192M 2.9M 65.72
2021-06-30 $138M 1.4M 100.00
2020-12-31 $143M 1.3M 107.50
2020-09-30 $132M 1.4M 96.67
2020-06-30 $130M 1.4M 92.88
2020-03-31 $117M 1.4M 80.94
2019-12-31 $113M 1.1M 105.93
2019-09-30 $100M 1.0M 99.07
2019-03-31 $109M 1.2M 94.22
2018-12-31 $106M 1.3M 84.45
2018-09-30 $117M 1.2M 95.41
2018-06-30 $114M 1.3M 89.59
2018-03-31 $118M 1.3M 88.49
2017-12-31 $127M 1.4M 92.22
2017-03-31 $137M 1.6M 83.33
2016-12-31 $135M 1.7M 80.43
2016-09-30 $117M 1.5M 76.99
2016-06-30 $117M 1.5M 76.39
2016-03-31 $92M 1.4M 66.67
2015-12-31 $90M 1.3M 70.50
2015-09-30 $83M 1.2M 67.88
2015-06-30 $93M 1.3M 71.43
2014-12-31 $89M 1.3M 66.67
2014-09-30 $85M 1.2M 70.65
2014-06-30 $84M 1.2M 70.65
2014-03-31 $72M 1.1M 67.32
2013-12-31 $69M 1.0M 66.58
2013-09-30 $0 949k 0.00

More positions owned by Morgan Stanley

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Visa Com Cl A (V)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Morgan Stanley

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
LPL Financial
Morgan Stanley
Colony
Ameriprise Financial
Bank of America Corporation
Creative Planning
UBS Group
Evercore Wealth Management
Great Valley Advisor Group
Commonwealth Equity Services
Cetera Investment Advisers
Hartland & Co
Wells Fargo & Company
Advisors Capital Management

View all funds holding WisdomTree LargeCap Dividend Fund