WDNA β€” WISDOMTREE TR

Ownership history in MORGAN STANLEY  Β·  6 quarters on record

AI Ownership Summary

MORGAN STANLEY reported WISDOMTREE TR (WDNA) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows WDNA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WDNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORGAN STANLEY's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WDNA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MORGAN STANLEY held WDNA β€” position size vs. price
% of Fund (quarterly)    WDNA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1 β€” 0% 0.00% $28 2025-11-14 $15.80
2025 Q2 REDUCED 1 -126 -99.2% 0.00% $19 2025-08-14 $13.76
2025 Q1 UNCHANGED 127 β€” 0% 0.00% $2K 2025-05-15 $11.60
2024 Q4 ADDED 127 +2 +1.6% 0.00% $2K 2025-02-14 $14.21
2024 Q3 UNCHANGED 125 β€” 0% 0.00% $2K 2024-11-14 $14.63
2024 Q2 INITIATED 125 β€” β€” 0.00% $2K 2024-08-14 $15.26

🏒 Other funds also holding WDNA

As of 2025 Q4 β€” sorted by position size

FLOW TRADERS U.S. LLC 3Y 7Y 0.01% NBC SECURITIES, INC. 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About MORGAN STANLEY and WDNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MORGAN STANLEY reported owning WDNA?

MORGAN STANLEY reported WDNA across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported WDNA position in MORGAN STANLEY's portfolio?

The largest reported portfolio weight for WDNA was 0.00% in 2024 Q2.

What is the latest reported WDNA position on this page?

The most recent filing on this page is 2025 Q3, when MORGAN STANLEY reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $28.

What does the chart on this WDNA ownership page compare?

The chart compares MORGAN STANLEY's quarterly WDNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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