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DWMDWM
9 quarters

Position history for MORGAN STANLEYMORGAN STANLEY's holdings in WISDOMTREE TR

MORGAN STANLEY holds 915,784 shares of DWM (WISDOMTREE TR), worth $67M as of 2026-Q2. The position was decreased (-3.6% shares). DWM represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$67M

Current Shares

915,784

Total Value Change

+$11.6M

Total Shares Change

-115,925

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
915,784
-3.6%
$67M0.0%$73.21
0
2026-Q1
Decreased
950,131
-1.6%
$66.4M0.0%$72.03
0
2025-Q4
Decreased
965,799
-4.1%
$66.4M0.0%$69.06
0
2025-Q3
Decreased
1M
-1.9%
$66.7M0.0%$65.43
0
2025-Q2
Decreased
1M
-1.9%
$65.2M0.0%$62.72
0
2025-Q1
Decreased
1M
-2.1%
$60.8M0.0%$56.73
0
2024-Q4
Decreased
1.1M
-0.9%
$56.3M0.0%$51.08
0
2024-Q3
Increased
1.1M
+4.5%
$62M0.0%$55.61
31
2024-Q2
New
1M
-
$55.4M0.0%$51.34
41

Other major holders of DWM: Steward Partners Investment Advisory, LLC, UBS Group AG, LPL Financial LLC

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