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 | 02/11/2026 | 547.13 K | $27.15 M | -1.04% | 8.48% |
| MORGAN STANLEY | 02/13/2026 | 446.51 K | $22.16 M | 5.67% | 6.88% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 418.23 K | $20.75 M | 0.28% | 6.38% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 01/21/2026 | 260.60 K | $12.93 M | 3.13% | 4.16% |
| LIDO ADVISORS, LLC | 02/10/2026 | 251.33 K | $12.56 M | -0.19% | 3.89% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 186.07 K | $9.23 M | -50.82% | 2.87% |
| LVM CAPITAL MANAGEMENT LTD/MI | 01/12/2026 | 137.49 K | $6.82 M | -0.17% | 2.12% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 121.55 K | $6.03 M | 15.83% | 1.94% |
| LINSCOMB & WILLIAMS, INC. | 02/10/2026 | 117.18 K | $5.81 M | -0.76% | 1.82% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 101.29 K | $5.03 M | -7.39% | 1.56% |
| UBS GROUP AG | 01/29/2026 | 99.88 K | $4.96 M | 6.66% | 1.54% |
| XML FINANCIAL, LLC | 02/11/2026 | 93.62 K | $4.65 M | 1.27% | 1.45% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 92.86 K | $4.61 M | 1.03% | 1.44% |
| ROYAL BANK OF CANADA | 02/17/2026 | 92.73 K | $4.60 M | -4.80% | 1.43% |
| IFG ADVISORY, LLC | 02/10/2026 | 87.04 K | $4.32 M | 4.46% | 1.35% |
| COLUMBIA ADVISORY PARTNERS LLC | 01/22/2026 | 79.37 K | $3.94 M | 1.16% | 1.27% |
| PHILIP JAMES WEALTH MANGEMENT, LLC | 01/20/2026 | 77.14 K | $3.83 M | 2.71% | 1.23% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 01/07/2026 | 74.95 K | $3.72 M | -7.75% | 1.20% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 76.30 K | $3.79 M | 63.87% | 1.18% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 52.80 K | $2.62 M | -11.00% | 0.84% |
| CWM, LLC | 01/26/2026 | 50.41 K | $2.50 M | -9.31% | 0.78% |
| CERTUITY, LLC | 01/30/2026 | 45.07 K | $2.24 M | -3.80% | 0.72% |
| INDEPENDENT ADVISOR ALLIANCE | 02/04/2026 | 44.23 K | $2.19 M | 2.90% | 0.71% |
| MARSHALL & STERLING WEALTH ADVISORS INC. | 02/10/2026 | 41.38 K | $2.05 M | 39.41% | 0.66% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 36.36 K | $1.80 M | -3.74% | 0.56% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 33.91 K | $1.68 M | 7.08% | 0.53% |
| CAPITAL ADVISORS, LTD. LLC | 01/21/2026 | 32.16 K | $1.66 M | 1,136.96% | 0.51% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 29.36 K | $1.46 M | 5.18% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 25.80 K | $1.28 M | 13.72% | 0.40% |
| EVERSTAR ASSET MANAGEMENT, LLC | 02/05/2026 | 24.74 K | $1.24 M | -47.43% | 0.40% |
| LIFEWEALTH INVESTMENTS, LLC | 01/26/2026 | 23.71 K | $1.18 M | 31.99% | 0.38% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 19.49 K | $967.00 K | -2.05% | 0.31% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 20.12 K | $998.37 K | -15.72% | 0.31% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 18.54 K | $920.10 K | -2.02% | 0.30% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 01/20/2026 | 18.26 K | $905.87 K | -6.69% | 0.29% |
| PRECEDENT WEALTH PARTNERS, LLC | 01/07/2026 | 16.02 K | $795.09 K | -6.87% | 0.26% |
| JPMORGAN CHASE & CO | 02/11/2026 | 14.60 K | $724.38 K | 12.06% | 0.23% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 14.00 K | $717.43 K | -7.70% | 0.22% |
| CITADEL ADVISORS LLC | 02/17/2026 | 13.53 K | $671.24 K | -54.66% | 0.21% |
| CREATIVE PLANNING | 02/17/2026 | 13.57 K | $673.49 K | -3.49% | 0.21% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 13.31 K | $660.62 K | 215.20% | 0.21% |
| OPPENHEIMER & CO INC | 02/02/2026 | 11.55 K | $573.14 K | 2.67% | 0.18% |
| SOVRAN ADVISORS, LLC | 01/20/2026 | 11.43 K | $607.61 K | -9.89% | 0.18% |
| HARBOR INVESTMENT ADVISORY, LLC | 01/07/2026 | 11.50 K | $570.71 K | -1.71% | 0.18% |
| TEAM FINANCIAL GROUP, LLC | 01/13/2026 | 11.08 K | $549.75 K | -5.31% | 0.18% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 10.92 K | $541.57 K | -14.21% | 0.17% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 10.01 K | $496.43 K | 3.54% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 9.68 K | $480.46 K | 21.37% | 0.15% |
| VENTURI WEALTH MANAGEMENT, LLC | 01/22/2026 | 9.18 K | $455.67 K | 0.00% | 0.15% |
| CAPITAL MANAGEMENT CORP /VA | 02/02/2026 | 9.00 K | $446.57 K | 0.00% | 0.14% |
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WisdomTree U.S. SmallCap Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 157 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: 281,579
LVM CAPITAL MANAGEMENT LTD/MI: 144,094
United Advisor Group, LLC: 124,667
COMMONWEALTH EQUITY SERVICES, LLC: 104,912
XML Financial, LLC: 103,184
COLUMBIA ADVISORY PARTNERS LLC: 78,681
69.07% of WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.61 M shares in the last 24 months. This purchase volume represents approximately $300.43 M in transactions.