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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

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

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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Morgan Stanley

Quarter filed Position value Share count Share price at filing
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

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View all positions for Morgan Stanley

Top funds holding WisdomTree LargeCap Dividend Fund

Pnc Financial Services
Morgan Stanley
LPL Financial
Creative Planning
Bank of America Corporation
Great Valley Advisor Group
Commonwealth Equity Services
Hartland & Co
Wells Fargo & Company
Cambridge Investment Research Advisors
Royal Bank of Canada
Envestnet Asset Management
Waterway Wealth Management
Cetera Investment Advisers
Raymond James Financial Services Advisors

View all funds holding WisdomTree LargeCap Dividend Fund