Question 1

How many shares of DOL does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 1.1M shares of DOL (WISDOMTREE TR).

Question 2

What is MORGAN STANLEY's DOL position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's DOL position is worth $83.1M.

Question 3

Is MORGAN STANLEY buying or selling DOL?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their DOL position (+3.0% change in shares).

Question 4

When did MORGAN STANLEY first buy DOL?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in DOL in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.1M	+3.0%	$83.1M	0.0%	$74.36	31
2026-Q1	Increased	1.1M	+5.9%	$73.8M	0.0%	$70.00	31
2025-Q4	Increased	1M	+3.5%	$67.4M	0.0%	$66.12	31
2025-Q3	Increased	990,022	+13.6%	$61.6M	0.0%	$61.53	33
2025-Q2	Increased	871,572	+25.8%	$51.9M	0.0%	$58.80	36
2025-Q1	Increased	692,896	+10.4%	$38.2M	0.0%	$53.93	32
2024-Q4	Increased	627,529	+12.7%	$31M	0.0%	$47.95	32
2024-Q3	Increased	556,681	+4.8%	$30M	0.0%	$52.32	30
2024-Q2	New	531,065	-	$26.9M	0.0%	$48.63	40

DOL9 quarters

DOL
9 quarters