WisdomTree U.S. SmallCap Quality Dividend Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 617.51 K | $36.65 M | 10.50% | 9.23% |
| MORGAN STANLEY | 08/13/2026 | 535.10 K | $31.76 M | 2.66% | 7.99% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 07/06/2026 | 289.80 K | $17.20 M | 2.92% | 4.33% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 167.79 K | $9.96 M | -7.04% | 2.51% |
| LVM CAPITAL MANAGEMENT LTD/MI | 07/09/2026 | 148.48 K | $8.81 M | 3.04% | 2.22% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 141.71 K | $8.41 M | -37.56% | 2.12% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 127.70 K | $7.58 M | 2.44% | 1.91% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 116.62 K | $6.92 M | 525.00% | 1.74% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 101.81 K | $6.04 M | -2.96% | 1.52% |
| UBS GROUP AG | 08/13/2026 | 99.72 K | $5.92 M | -6.16% | 1.49% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 97.43 K | $5.78 M | 3.62% | 1.46% |
| XML FINANCIAL, LLC | 07/24/2026 | 97.13 K | $5.76 M | -5.87% | 1.45% |
| LINSCOMB & WILLIAMS, INC. | 07/31/2026 | 96.20 K | $5.71 M | -4.46% | 1.44% |
| ROYAL BANK OF CANADA | 08/14/2026 | 83.92 K | $4.98 M | -6.48% | 1.25% |
| COLUMBIA ADVISORY PARTNERS LLC | 07/23/2026 | 79.48 K | $4.72 M | 1.02% | 1.19% |
| IFG ADVISORY, LLC | 08/14/2026 | 75.78 K | $4.50 M | 100.00% | 1.13% |
| BANK OF NOVA SCOTIA | 08/12/2026 | 63.28 K | $3.76 M | -25.05% | 0.95% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 07/17/2026 | 61.14 K | $3.63 M | -7.76% | 0.91% |
| PHILIP JAMES WEALTH MANGEMENT, LLC | 07/27/2026 | 52.79 K | $3.13 M | -4.37% | 0.79% |
| INDEPENDENT ADVISOR ALLIANCE | 08/12/2026 | 48.38 K | $2.87 M | -11.00% | 0.72% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 44.87 K | $2.66 M | -3.99% | 0.67% |
| DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC. | 07/23/2026 | 43.21 K | $2.56 M | 2.10% | 0.65% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 07/28/2026 | 40.18 K | $2.39 M | 8.85% | 0.60% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 36.01 K | $2.14 M | 0.00% | 0.54% |
| CERTUITY, LLC | 07/28/2026 | 35.51 K | $2.11 M | -0.01% | 0.53% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 33.30 K | $1.98 M | -0.03% | 0.50% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 32.26 K | $1.91 M | 9.36% | 0.48% |
| LIFEWEALTH INVESTMENTS, LLC | 07/16/2026 | 31.83 K | $1.89 M | 12.37% | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 30.50 K | $1.81 M | 6.40% | 0.46% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 30.02 K | $1.78 M | 16.33% | 0.45% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 26.86 K | $1.59 M | 29.75% | 0.40% |
| HARBOR INVESTMENT ADVISORY, LLC | 07/07/2026 | 20.30 K | $1.20 M | 43.11% | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 18.50 K | $1.10 M | -36.43% | 0.28% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 17.94 K | $1.06 M | -1.61% | 0.27% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 16.33 K | $969.08 K | -1.01% | 0.24% |
| JPMORGAN CHASE & CO | 08/12/2026 | 16.27 K | $960.98 K | 1.74% | 0.24% |
| PRECEDENT WEALTH PARTNERS, LLC | 07/21/2026 | 15.68 K | $930.73 K | -3.35% | 0.23% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 14.91 K | $884.79 K | 0.00% | 0.22% |
| CREATIVE PLANNING | 08/13/2026 | 13.44 K | $797.81 K | 0.09% | 0.20% |
| OPPENHEIMER & CO INC | 08/03/2026 | 12.68 K | $752.43 K | 2.93% | 0.19% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 11.26 K | $681.23 K | -3.87% | 0.17% |
| TEAM FINANCIAL GROUP, LLC | 07/13/2026 | 10.04 K | $596.14 K | 0.35% | 0.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 9.98 K | $592.32 K | -2.41% | 0.15% |
| WEALTHPOINT FINANCIAL, LLC | 08/06/2026 | 9.97 K | $591.76 K | 1.70% | 0.15% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 9.59 K | $569.03 K | -2.43% | 0.14% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 07/16/2026 | 9.18 K | $544.81 K | -2.58% | 0.14% |
| FIRST NATIONAL BANK SIOUX FALLS | 07/24/2026 | 9.05 K | $500.52 K | 0.00% | 0.14% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 8.92 K | $529.43 K | 8.34% | 0.13% |
| WEALTHCARE CAPITAL PARTNERS, LLC | 07/09/2026 | 8.92 K | $529.38 K | 3.93% | 0.13% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 07/24/2026 | 8.87 K | $526.16 K | -2.59% | 0.13% |
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WisdomTree U.S. SmallCap Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 172 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Quality Dividend Growth Fund. The most heavily invested institutionals were:
LPL Financial LLC: 617,509
MORGAN STANLEY: 535,104
Stonebridge Financial Group, LLC: 289,800
BANK OF AMERICA CORP /DE/: 167,788
LVM CAPITAL MANAGEMENT LTD/MI: 148,480
RAYMOND JAMES FINANCIAL INC: 141,714
59.85% of WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.36 M shares in the last 24 months. This purchase volume represents approximately $287.47 M in transactions.