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 | 05/06/2026 | 558.86 K | $29.60 M | 2.14% | 8.22% |
| MORGAN STANLEY | 05/15/2026 | 521.24 K | $27.60 M | 16.74% | 7.67% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 04/08/2026 | 281.58 K | $14.91 M | 8.05% | 4.14% |
| LIDO ADVISORS, LLC | 05/13/2026 | 235.59 K | $12.48 M | -6.26% | 3.47% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 226.96 K | $12.02 M | -45.73% | 3.34% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 180.50 K | $9.56 M | -2.99% | 2.66% |
| LVM CAPITAL MANAGEMENT LTD/MI | 04/02/2026 | 144.09 K | $7.63 M | 4.81% | 2.12% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 124.67 K | $6.60 M | 2.57% | 1.83% |
| UBS GROUP AG | 05/05/2026 | 106.27 K | $5.63 M | 6.40% | 1.56% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 104.91 K | $5.56 M | 3.58% | 1.54% |
| XML FINANCIAL, LLC | 04/16/2026 | 103.18 K | $5.46 M | 10.21% | 1.52% |
| LINSCOMB & WILLIAMS, INC. | 05/11/2026 | 100.69 K | $5.33 M | -14.07% | 1.48% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 95.25 K | $5.04 M | 2.57% | 1.40% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 94.03 K | $5.01 M | 23.23% | 1.38% |
| ROYAL BANK OF CANADA | 05/15/2026 | 89.73 K | $4.75 M | -3.24% | 1.32% |
| BANK OF NOVA SCOTIA | 05/14/2026 | 84.43 K | $4.47 M | 100.00% | 1.24% |
| COLUMBIA ADVISORY PARTNERS LLC | 04/23/2026 | 78.68 K | $4.17 M | -0.87% | 1.16% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 04/17/2026 | 66.29 K | $3.51 M | -11.56% | 0.98% |
| PHILIP JAMES WEALTH MANGEMENT, LLC | 04/28/2026 | 55.20 K | $2.92 M | -28.44% | 0.81% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 54.36 K | $2.88 M | 22.89% | 0.80% |
| CWM, LLC | 05/14/2026 | 48.26 K | $2.56 M | -4.25% | 0.71% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 46.73 K | $2.47 M | -11.49% | 0.69% |
| 05/13/2026 | 42.32 K | $2.24 M | 100.00% | 0.62% | |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 05/13/2026 | 36.92 K | $1.96 M | 100.00% | 0.54% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 36.01 K | $1.91 M | 6.22% | 0.53% |
| CERTUITY, LLC | 05/11/2026 | 35.51 K | $1.88 M | -21.20% | 0.52% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 33.31 K | $1.76 M | -8.39% | 0.49% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 29.50 K | $1.56 M | 0.46% | 0.43% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 29.10 K | $1.54 M | 100.00% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 28.67 K | $1.52 M | 11.13% | 0.42% |
| LIFEWEALTH INVESTMENTS, LLC | 04/21/2026 | 28.33 K | $1.50 M | 19.48% | 0.42% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 25.80 K | $1.37 M | 4.31% | 0.38% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 20.70 K | $1.10 M | 6.25% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 18.66 K | $988.15 K | 113.49% | 0.27% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 18.23 K | $965.59 K | -1.67% | 0.27% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 16.49 K | $873.50 K | -18.03% | 0.24% |
| PRECEDENT WEALTH PARTNERS, LLC | 04/14/2026 | 16.23 K | $859.24 K | 1.25% | 0.24% |
| JPMORGAN CHASE & CO | 05/13/2026 | 15.99 K | $835.61 K | 9.56% | 0.24% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 14.91 K | $789.45 K | 100.00% | 0.22% |
| HARBOR INVESTMENT ADVISORY, LLC | 04/23/2026 | 14.19 K | $751.21 K | 23.33% | 0.21% |
| CREATIVE PLANNING | 05/12/2026 | 13.43 K | $711.21 K | -1.05% | 0.20% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 13.14 K | $696.07 K | 100.00% | 0.19% |
| OPPENHEIMER & CO INC | 04/24/2026 | 12.32 K | $652.23 K | 6.62% | 0.18% |
| SOVRAN ADVISORS, LLC | 05/01/2026 | 11.71 K | $667.53 K | 2.42% | 0.17% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 10.23 K | $541.49 K | 2.20% | 0.15% |
| TEAM FINANCIAL GROUP, LLC | 05/04/2026 | 10.01 K | $530.06 K | -9.67% | 0.15% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 9.83 K | $520.38 K | 100.00% | 0.14% |
| 06/26/2026 | 9.80 K | $519.15 K | 6.65% | 0.14% | |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 9.79 K | $518.54 K | -10.29% | 0.14% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 04/22/2026 | 9.42 K | $498.97 K | -48.39% | 0.14% |
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WisdomTree U.S. SmallCap Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 170 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Quality Dividend Growth Fund. The most heavily invested institutionals were:
Stonebridge Financial Group, LLC: 289,800
LVM CAPITAL MANAGEMENT LTD/MI: 148,480
United Advisor Group, LLC: 127,703
COMMONWEALTH EQUITY SERVICES, LLC: 101,805
XML Financial, LLC: 97,128
Linscomb & Williams, Inc.: 96,203
62.53% of WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.39 M shares in the last 24 months. This purchase volume represents approximately $289.12 M in transactions.