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/ | 05/18/2026 | 11.70 M | $1.03 B | -1.80% | 6.88% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 11.70 M | $1.03 B | -4.97% | 6.88% |
| LPL FINANCIAL LLC | 05/06/2026 | 11.53 M | $1.01 B | -5.67% | 6.78% |
| MORGAN STANLEY | 05/15/2026 | 8.99 M | $789.57 M | 5.60% | 5.29% |
| HAMILTON CAPITAL, LLC | 05/15/2026 | 7.22 M | $634.26 M | 4.48% | 4.25% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 6.84 M | $600.99 M | -2.81% | 4.02% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 3.44 M | $302.21 M | 0.78% | 2.02% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 2.83 M | $248.77 M | -1.29% | 1.67% |
| UBS GROUP AG | 05/05/2026 | 2.77 M | $243.00 M | 3.28% | 1.63% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 2.59 M | $227.50 M | 5.68% | 1.52% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 2.16 M | $189.49 M | -8.18% | 1.27% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.65 M | $145.29 M | -1.74% | 0.97% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.51 M | $132.44 M | -6.85% | 0.89% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 1.41 M | $123.64 M | -0.84% | 0.83% |
| COLONY GROUP, LLC | 05/15/2026 | 1.32 M | $115.88 M | -2.91% | 0.78% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 1.22 M | $106.80 M | 19.64% | 0.72% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 1.15 M | $100.94 M | 5.95% | 0.68% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 1.10 M | $96.53 M | -7.37% | 0.65% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 05/08/2026 | 1.08 M | $94.80 M | -29.70% | 0.63% |
| WADDELL & ASSOCIATES, LLC | 05/11/2026 | 1.03 M | $90.16 M | 3.58% | 0.60% |
| FUNDAMENTUM, LLC | 04/28/2026 | 940.63 K | $82.62 M | 1.55% | 0.55% |
| CLEARWATER CAPITAL ADVISORS, LLC | 05/13/2026 | 930.17 K | $81.71 M | 3.38% | 0.55% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 927.28 K | $81.45 M | -10.02% | 0.55% |
| BOUCHEY FINANCIAL GROUP LTD | 04/13/2026 | 874.52 K | $79.39 M | 0.22% | 0.51% |
| FIFTH THIRD BANCORP | 05/01/2026 | 856.69 K | $75.25 M | 12,667.39% | 0.50% |
| RVW WEALTH, LLC | 04/08/2026 | 829.96 K | $72.90 M | 0.84% | 0.49% |
| GLASSMAN WEALTH SERVICES | 05/04/2026 | 813.13 K | $71.43 M | -3.35% | 0.48% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 770.42 K | $67.67 M | 0.50% | 0.45% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 761.83 K | $66.90 M | -0.09% | 0.45% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 723.63 K | $63.56 M | -35.24% | 0.43% |
| LEGACY FINANCIAL ADVISORS, INC. | 04/30/2026 | 722.42 K | $63.46 M | -11.72% | 0.42% |
| SNS FINANCIAL GROUP, LLC | 04/14/2026 | 717.04 K | $62.98 M | 1.88% | 0.42% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 716.77 K | $63.12 M | -41.53% | 0.42% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 664.88 K | $58.40 M | 13,651.38% | 0.39% |
| IAM ADVISORY, LLC | 04/10/2026 | 663.75 K | $58.30 M | 0.29% | 0.39% |
| JPMORGAN CHASE & CO | 05/13/2026 | 657.80 K | $56.34 M | 3.52% | 0.39% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 614.69 K | $54.97 M | -24.07% | 0.36% |
| LIDO ADVISORS, LLC | 05/13/2026 | 606.43 K | $53.27 M | -3.68% | 0.36% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 05/13/2026 | 603.63 K | $53.02 M | -3.16% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 597.61 K | $52.50 M | -8.93% | 0.35% |
| MARINER, LLC | 05/13/2026 | 581.22 K | $51.05 M | 3.04% | 0.34% |
| BEACON FINANCIAL GROUP | 04/30/2026 | 574.69 K | $50.48 M | -0.60% | 0.34% |
| SPINNAKER INVESTMENT GROUP, LLC | 04/08/2026 | 568.47 K | $49.93 M | -7.80% | 0.33% |
| HIGHPOINT ADVISOR GROUP LLC | 05/14/2026 | 568.24 K | $49.91 M | 23.71% | 0.33% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 561.24 K | $49.30 M | 6.59% | 0.33% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 05/15/2026 | 533.93 K | $46.90 M | 1.15% | 0.31% |
| CWM, LLC | 05/14/2026 | 527.29 K | $46.32 M | -2.18% | 0.31% |
| CONNABLE OFFICE INC | 04/29/2026 | 522.04 K | $45.86 M | 12.74% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 520.24 K | $45.70 M | 27.91% | 0.31% |
| FIDUCIARY PLANNING LLC | 04/27/2026 | 513.03 K | $45.06 M | -8.31% | 0.30% |
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WisdomTree U.S. Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 938 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Dividend Growth Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 11.7 M
PNC FINANCIAL SERVICES GROUP, INC.: 11.7 M
LPL Financial LLC: 11.53 M
MORGAN STANLEY: 8.99 M
Hamilton Capital, LLC: 7.22 M
AMERIPRISE FINANCIAL INC: 6.84 M
80.38% of WisdomTree U.S. Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 153.69 M shares in the last 24 months. This purchase volume represents approximately $14.00 B in transactions.