Morgan Stanley
DWM icon

Morgan Stanley’s WisdomTree International Equity Fund DWM Stock Holding History

Morgan Stanley’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.4M Sell
950,131
-15,668
-2% -$1.12M ﹤0.01% 1823
2025
Q4 		$66.4M Sell
965,799
-40,922
-4% -$2.75M ﹤0.01% 1817
2025
Q3 		$66.7M Sell
1,006,721
-19,064
-2% -$1.24M ﹤0.01% 1769
2025
Q2 		$65.2M Sell
1,025,785
-19,865
-2% -$1.21M ﹤0.01% 1667
2025
Q1 		$60.8M Sell
1,045,650
-22,241
-2% -$1.25M ﹤0.01% 1641
2024
Q4 		$56.3M Sell
1,067,891
-9,878
-0.9% -$542K ﹤0.01% 1733
2024
Q3 		$62M Buy
1,077,769
+46,060
+4% +$2.56M ﹤0.01% 1633
2024
Q2 		$55.4M Buy
1,031,709
+1,595
+0.2% +$87.3K ﹤0.01% 1662
2024
Q1 		$56.5M Sell
1,030,114
-1,086,330
-51% -$57.4M ﹤0.01% 1645
2023
Q4 		$111M Buy
2,116,444
+1,037,526
+96% +$51.2M ﹤0.01% 1622
2023
Q3 		$52.2M Sell
1,078,918
-55,072
-5% -$2.75M 0.01% 1536
2023
Q2 		$56.7M Sell
1,133,990
-175,924
-13% -$8.89M 0.01% 1476
2023
Q1 		$65.1M Sell
1,309,914
-46,253
-3% -$2.29M 0.01% 1318
2022
Q4 		$63.8M Buy
1,356,167
+179,593
+15% +$8.02M 0.01% 1308
2022
Q3 		$47.2M Buy
1,176,574
+274,786
+30% +$12.3M 0.01% 1352
2022
Q2 		$41M Buy
901,788
+60,849
+7% +$3.02M 0.01% 1546
2022
Q1 		$44.4M Buy
840,939
+9,011
+1% +$480K 0.01% 1379
2021
Q4 		$45M Buy
831,928
+14,209
+2% +$761K 0.01% 1415
2021
Q3 		$43.2M Buy
817,719
+65,742
+9% +$3.62M 0.01% 1402
2021
Q2 		$41M Sell
751,977
-16,610
-2% -$913K 0.01% 1472
2021
Q1 		$40.4M Sell
768,587
-9,726
-1% -$508K 0.01% 1330
2020
Q4 		$39.4M Sell
778,313
-20,748
-3% -$994K 0.01% 1266
2020
Q3 		$36.3M Sell
799,061
-38,278
-5% -$1.77M 0.01% 1079
2020
Q2 		$37.1M Sell
837,339
-35,918
-4% -$1.52M 0.01% 1013
2020
Q1 		$34.5M Buy
873,257
+282,881
+48% +$13.6M 0.01% 929
2019
Q4 		$31.6M Buy
590,376
+18,238
+3% +$941K 0.01% 1258
2019
Q3 		$28.4M Sell
572,138
-117,646
-17% -$5.83M 0.01% 1226
2019
Q2 		$35.2M Sell
689,784
-289,447
-30% -$14.7M 0.01% 1060
2019
Q1 		$49.6M Sell
979,231
-59,684
-6% -$2.97M 0.01% 839
2018
Q4 		$48.4M Buy
1,038,915
+95,588
+10% +$4.71M 0.01% 831
2018
Q3 		$50.1M Buy
943,327
+1,778
+0.2% +$94.5K 0.01% 963
2018
Q2 		$49.7M Buy
941,549
+7,966
+0.9% +$441K 0.01% 917
2018
Q1 		$51.2M Sell
933,583
-37,791
-4% -$2.13M 0.01% 900
2017
Q4 		$54.2M Buy
971,374
+4,468
+0.5% +$246K 0.01% 899
2017
Q3 		$52.7M Buy
966,906
+72,352
+8% +$3.86M 0.02% 872
2017
Q2 		$46.4M Buy
894,554
+41,865
+5% +$2.16M 0.01% 948
2017
Q1 		$42.4M Buy
852,689
+91,274
+12% +$4.43M 0.01% 1006
2016
Q4 		$35.3M Sell
761,415
-49,589
-6% -$2.29M 0.01% 1090
2016
Q3 		$38.2M Buy
811,004
+79,754
+11% +$3.7M 0.01% 1010
2016
Q2 		$32.7M Sell
731,250
-30,144
-4% -$1.39M 0.01% 1059
2016
Q1 		$34.9M Sell
761,394
-135,636
-15% -$5.99M 0.01% 969
2015
Q4 		$41.8M Buy
897,030
+43,693
+5% +$2.09M 0.02% 894
2015
Q3 		$38.8M Sell
853,337
-77,690
-8% -$3.83M 0.01% 940
2015
Q2 		$47.5M Sell
931,027
-297,706
-24% -$15.9M 0.02% 887
2015
Q1 		$63.6M Buy
1,228,733
+74,078
+6% +$3.79M 0.02% 714
2014
Q4 		$57.3M Buy
1,154,655
+98,814
+9% +$5.03M 0.02% 780
2014
Q3 		$55.2M Buy
1,055,841
+33,382
+3% +$1.83M 0.02% 777
2014
Q2 		$57.2M Buy
1,022,459
+22,653
+2% +$1.27M 0.02% 733
2014
Q1 		$54.7M Buy
999,806
+33,140
+3% +$1.78M 0.02% 710
2013
Q4 		$52.6M Buy
966,666
+7,122
+0.7% +$378K 0.02% 704
2013
Q3 		$49.6M Sell
959,544
-13,353
-1% -$660K 0.02% 689
2013
Q2 		$44.8M Buy
+972,897
New +$47.5M 0.02% 694

Other funds holding DWM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Morgan Stanley's DWM Position: Q1 2026 in Review

Morgan Stanley reduced its WisdomTree International Equity Fund (DWM) stake by 1.6% in Q1 2026, selling an estimated $1.12M and leaving 950,131 shares worth $66.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Morgan Stanley first reported a position in DWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $111M in Q4 2023. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Morgan Stanley held 950,131 shares of WisdomTree International Equity Fund worth $66.4M as of Q1 2026.
  • Morgan Stanley sold 15,668 WisdomTree International Equity Fund shares in Q1 2026, an estimated $1.12M.
  • WisdomTree International Equity Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1823 holding.
  • Morgan Stanley first reported a position in WisdomTree International Equity Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's WisdomTree International Equity Fund position peaked at $111M in Q4 2023.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.