WisdomTree U.S. Quality Dividend Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 11.29 M | $1.08 B | -3.57% | 6.56% |
| LPL FINANCIAL LLC | 08/07/2026 | 11.27 M | $1.08 B | -2.26% | 6.54% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 11.10 M | $1.06 B | -5.14% | 6.44% |
| MORGAN STANLEY | 08/13/2026 | 8.71 M | $832.41 M | -3.15% | 5.06% |
| HAMILTON CAPITAL, LLC | 08/17/2026 | 7.20 M | $688.57 M | -0.27% | 4.18% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 6.81 M | $651.21 M | -0.46% | 3.96% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 3.50 M | $334.68 M | 1.73% | 2.03% |
| UBS GROUP AG | 08/13/2026 | 2.79 M | $267.13 M | 0.99% | 1.62% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 2.72 M | $259.86 M | -4.04% | 1.58% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 2.64 M | $252.46 M | 1.94% | 1.53% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 1.97 M | $188.06 M | -8.83% | 1.11% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.63 M | $156.06 M | -1.33% | 0.95% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.53 M | $145.99 M | 1.26% | 0.89% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 1.45 M | $138.75 M | 19.34% | 0.84% |
| FOCUS PARTNERS WEALTH | 08/12/2026 | 1.29 M | $123.50 M | -2.09% | 0.75% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 1.18 M | $112.99 M | -16.05% | 0.69% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 1.14 M | $109.37 M | -0.47% | 0.66% |
| BLUESPRING WEALTH MANAGEMENT, LLC | 08/11/2026 | 1.09 M | $104.11 M | 51.85% | 0.63% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1.08 M | $103.31 M | -1.69% | 0.63% |
| WADDELL & ASSOCIATES, LLC | 07/15/2026 | 1.04 M | $99.21 M | 1.08% | 0.60% |
| STRATOS INVESTMENT MANAGEMENT, LLC | 08/11/2026 | 971.77 K | $92.92 M | 3.31% | 0.56% |
| CLEARWATER CAPITAL ADVISORS, LLC | 08/06/2026 | 938.49 K | $89.74 M | 0.89% | 0.55% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 887.18 K | $84.83 M | -4.32% | 0.52% |
| BOUCHEY FINANCIAL GROUP, LTD. | 07/27/2026 | 885.30 K | $84.65 M | 1.23% | 0.51% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 856.12 K | $81.86 M | 12.38% | 0.50% |
| RVW WEALTH, LLC | 07/08/2026 | 842.31 K | $80.54 M | 1.49% | 0.49% |
| GLASSMAN WEALTH SERVICES | 08/05/2026 | 827.49 K | $79.12 M | 1.77% | 0.48% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 768.17 K | $70.41 M | 96.76% | 0.45% |
| LEGACY FINANCIAL ADVISORS, INC. | 08/05/2026 | 732.66 K | $70.06 M | 1.42% | 0.43% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 727.47 K | $70.62 M | 1.49% | 0.42% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 725.74 K | $69.41 M | 21.44% | 0.42% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 694.99 K | $66.45 M | -9.79% | 0.40% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 694.88 K | $66.44 M | -3.97% | 0.40% |
| IAM ADVISORY, LLC | 07/14/2026 | 668.55 K | $63.93 M | 0.72% | 0.39% |
| SPINNAKER INVESTMENT GROUP, LLC | 07/10/2026 | 642.34 K | $61.42 M | 12.99% | 0.37% |
| SCHORN WEALTH LLC | 07/31/2026 | 622.50 K | $59.52 M | 21.34% | 0.36% |
| HIGHPOINT ADVISOR GROUP LLC | 08/05/2026 | 616.36 K | $58.94 M | 8.47% | 0.36% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 08/14/2026 | 605.90 K | $57.94 M | 0.38% | 0.35% |
| BEACON FINANCIAL GROUP | 07/16/2026 | 580.50 K | $55.51 M | 1.01% | 0.34% |
| JPMORGAN CHASE & CO | 08/12/2026 | 565.23 K | $53.92 M | -14.07% | 0.33% |
| GLEN EAGLE ADVISORS, LLC | 08/14/2026 | 540.01 K | $51.64 M | 5.87% | 0.31% |
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 07/22/2026 | 533.74 K | $51.04 M | 5.11% | 0.31% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 533.21 K | $50.99 M | -4.99% | 0.31% |
| CONNABLE OFFICE INC | 08/03/2026 | 530.32 K | $50.71 M | 1.59% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 514.53 K | $49.20 M | -1.10% | 0.30% |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 08/07/2026 | 514.24 K | $49.17 M | 0.87% | 0.30% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 506.72 K | $48.45 M | 3.23% | 0.29% |
| ONE CAPITAL MANAGEMENT, LLC | 08/13/2026 | 498.70 K | $43.81 M | 0.00% | 0.29% |
| INTRUA FINANCIAL, LLC | 07/24/2026 | 497.16 K | $47.54 M | -0.15% | 0.29% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 461.54 K | $44.13 M | -24.91% | 0.27% |
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WisdomTree U.S. Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 1059 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Dividend Growth Fund. The most heavily invested institutionals were:
Hamilton Capital, LLC: 7.25 M
COMMONWEALTH EQUITY SERVICES, LLC: 863,380
RVW Wealth, LLC: 833,624
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 724,340
Kestra Advisory Services, LLC: 699,280
Schorn Wealth LLC: 659,242
76.92% of WisdomTree U.S. Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 152.93 M shares in the last 24 months. This purchase volume represents approximately $13.93 B in transactions.