WisdomTree U.S. Quality Dividend Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 12.31 M | $1.10 B | -21.88% | 7.06% |
| LPL FINANCIAL LLC | 02/11/2026 | 12.22 M | $1.09 B | -1.22% | 7.05% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 11.92 M | $1.07 B | -0.54% | 6.84% |
| MORGAN STANLEY | 02/13/2026 | 8.51 M | $761.24 M | 0.33% | 4.88% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 7.04 M | $629.52 M | -1.19% | 4.06% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 3.41 M | $305.31 M | -0.28% | 1.97% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 2.87 M | $256.58 M | -1.56% | 1.64% |
| UBS GROUP AG | 01/29/2026 | 2.68 M | $239.54 M | 5.47% | 1.54% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 2.45 M | $219.18 M | 0.07% | 1.41% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 2.35 M | $210.12 M | 3.04% | 1.35% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.68 M | $150.54 M | 6.48% | 0.97% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.62 M | $144.75 M | -4.22% | 0.93% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 01/21/2026 | 1.54 M | $137.30 M | 10.15% | 0.89% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 1.42 M | $126.95 M | -5.89% | 0.82% |
| COLONY GROUP, LLC | 02/13/2026 | 1.36 M | $121.51 M | 3,150.98% | 0.78% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 1.23 M | $111.09 M | 0.23% | 0.71% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 1.19 M | $106.10 M | 0.26% | 0.68% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 1.12 M | $99.93 M | 53.80% | 0.65% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 1.08 M | $97.00 M | -1.10% | 0.62% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 1.03 M | $92.16 M | -5.32% | 0.59% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 1.02 M | $90.89 M | 13.59% | 0.58% |
| WADDELL & ASSOCIATES, LLC | 02/11/2026 | 991.00 K | $88.62 M | 1.31% | 0.57% |
| FUNDAMENTUM, LLC | 01/20/2026 | 926.25 K | $82.83 M | 2.64% | 0.54% |
| CLEARWATER CAPITAL ADVISORS, LLC | 02/09/2026 | 899.72 K | $80.46 M | 1.41% | 0.52% |
| BOUCHEY FINANCIAL GROUP LTD | 01/16/2026 | 872.58 K | $78.03 M | 0.81% | 0.50% |
| COMERICA BANK | 01/29/2026 | 854.54 K | $76.42 M | 11.71% | 0.49% |
| GLASSMAN WEALTH SERVICES | 01/28/2026 | 841.30 K | $75.24 M | 0.63% | 0.49% |
| RVW WEALTH, LLC | 01/12/2026 | 823.03 K | $73.60 M | 0.05% | 0.48% |
| LEGACY FINANCIAL ADVISORS, INC. | 02/04/2026 | 818.33 K | $73.18 M | -0.02% | 0.47% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 809.55 K | $72.40 M | 3.09% | 0.46% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 766.56 K | $68.55 M | 34.95% | 0.44% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 762.52 K | $68.19 M | 1.33% | 0.44% |
| SNS FINANCIAL GROUP, LLC | 02/02/2026 | 703.78 K | $62.94 M | 0.57% | 0.41% |
| IAM ADVISORY, LLC | 01/07/2026 | 661.83 K | $59.19 M | -17.41% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 656.18 K | $58.69 M | 17.52% | 0.38% |
| LIDO ADVISORS, LLC | 02/10/2026 | 629.59 K | $56.01 M | 0.49% | 0.36% |
| JPMORGAN CHASE & CO | 02/11/2026 | 635.44 K | $56.83 M | 0.74% | 0.36% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 02/11/2026 | 623.35 K | $55.75 M | -0.34% | 0.36% |
| SPINNAKER INVESTMENT GROUP, LLC | 01/12/2026 | 616.57 K | $55.14 M | 0.20% | 0.36% |
| BEACON FINANCIAL GROUP | 04/01/2026 | 578.14 K | $51.70 M | -2.81% | 0.33% |
| MARINER, LLC | 02/13/2026 | 564.09 K | $50.45 M | 51.78% | 0.33% |
| FIDUCIARY PLANNING LLC | 01/22/2026 | 559.51 K | $50.04 M | 1.49% | 0.32% |
| CWM, LLC | 01/26/2026 | 539.06 K | $48.21 M | 13.76% | 0.31% |
| TAIYO LIFE INSURANCE CO | 01/30/2026 | 525.00 K | $46.95 M | 0.00% | 0.30% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 02/18/2026 | 527.86 K | $47.21 M | -0.23% | 0.30% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 526.56 K | $47.09 M | -11.66% | 0.30% |
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 02/05/2026 | 523.23 K | $48.20 M | 6.72% | 0.30% |
| ONE CAPITAL MANAGEMENT, LLC | 02/10/2026 | 516.72 K | $46.21 M | -19.50% | 0.30% |
| GLEN EAGLE ADVISORS, LLC | 02/13/2026 | 514.98 K | $46.05 M | -5.09% | 0.30% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 509.36 K | $45.55 M | -0.33% | 0.29% |
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WisdomTree U.S. Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 977 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Dividend Growth Fund. The most heavily invested institutionals were:
HighTower Advisors, LLC: 2.83 M
UBS Group AG: 2.77 M
ENVESTNET ASSET MANAGEMENT INC: 2.16 M
Private Advisor Group, LLC: 1.41 M
Fundamentum, LLC: 940,629
COMMONWEALTH EQUITY SERVICES, LLC: 927,276
76.36% of WisdomTree U.S. Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 160.02 M shares in the last 24 months. This purchase volume represents approximately $14.58 B in transactions.