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WisdomTree SmallCap Earnings Fund shares owned by Morgan Stanley

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in WisdomTree SmallCap Earnings Fund

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All positions including WisdomTree SmallCap Earnings 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 SmallCap Earnings Fund by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $57M 815k 70.00
2024-03-31 $81M 908k 89.00
2023-12-31 $85M 898k 95.00
2023-09-30 $38M 878k 43.27
2023-06-30 $39M 859k 44.81
2022-12-31 $32M 751k 42.59
2022-06-30 $35M 841k 41.12
2022-03-31 $45M 928k 47.96
2021-06-30 $30M 712k 41.67
2020-12-31 $22M 632k 34.48
2020-09-30 $25M 723k 34.48
2020-06-30 $21M 732k 28.38
2020-03-31 $29M 1.3M 22.33
2019-12-31 $50M 1.3M 38.33
2019-09-30 $47M 1.3M 35.60
2019-03-31 $47M 1.3M 36.11
2018-12-31 $43M 1.4M 32.04
2018-09-30 $66M 1.7M 39.84
2018-06-30 $0 1.7M 0.00
2018-03-31 $57M 1.5M 37.04
2017-12-31 $0 1.3M 0.00
2017-03-31 $34M 1.0M 32.21
2016-12-31 $33M 338k 97.63
2016-09-30 $27M 317k 84.94
2016-06-30 $24M 304k 79.00
2016-03-31 $27M 346k 76.93
2015-12-31 $25M 328k 75.80
2015-09-30 $30M 405k 73.50
2015-06-30 $40M 471k 84.68
2014-12-31 $12M 198k 62.50
2014-09-30 $12M 149k 81.08
2014-06-30 $17M 199k 83.33
2014-03-31 $18M 214k 83.33
2013-12-31 $17M 214k 81.59
2013-09-30 $7.8M 108k 72.58

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View all positions for Morgan Stanley

Top funds holding WisdomTree SmallCap Earnings Fund

Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Savant Capital Management
Shore Point Advisors
Global Retirement Partners
Linscomb & Williams
Kathleen S. Wright Associates
Commonwealth Equity Services
Invenio Wealth Partners
Envestnet Asset Management
Royal Bank of Canada
9258 Wealth Management
Howard Bailey Securities

View all funds holding WisdomTree SmallCap Earnings Fund