WisdomTree U.S. SmallCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 2.83 M | $115.05 M | 2.34% | 5.26% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.44 M | $99.41 M | -0.58% | 4.55% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.40 M | $56.87 M | -1.94% | 2.60% |
| UBS GROUP AG | 08/13/2026 | 1.34 M | $54.67 M | -3.12% | 2.50% |
| CREATIVE PLANNING | 08/13/2026 | 1.34 M | $54.50 M | -0.57% | 2.49% |
| M&T BANK CORP | 08/04/2026 | 1.05 M | $42.52 M | 0.36% | 1.94% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 870.70 K | $35.42 M | 2.40% | 1.62% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 854.63 K | $34.87 M | 12.14% | 1.59% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 822.70 K | $33.47 M | 1.38% | 1.53% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 748.43 K | $30.45 M | 0.10% | 1.39% |
| KEYBANK NATIONAL ASSOCIATION/OH | 07/28/2026 | 741.28 K | $30.16 M | 3.29% | 1.38% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 712.90 K | $29.00 M | 1.95% | 1.33% |
| ROYAL BANK OF CANADA | 08/14/2026 | 686.60 K | $27.93 M | 0.74% | 1.28% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 419.46 K | $17.07 M | 0.44% | 0.78% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 334.79 K | $13.62 M | -4.02% | 0.62% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 327.59 K | $13.33 M | 2.20% | 0.61% |
| DESTINATION WEALTH MANAGEMENT | 08/14/2026 | 324.02 K | $13.18 M | -1.59% | 0.60% |
| ALLEN INVESTMENT MANAGEMENT LLC | 08/05/2026 | 293.48 K | $11.93 M | 0.00% | 0.55% |
| ASSETMARK, INC | 07/30/2026 | 286.50 K | $11.65 M | 31.57% | 0.53% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 281.37 K | $11.45 M | 11.95% | 0.52% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 268.65 K | $10.93 M | -1.96% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 249.76 K | $10.16 M | 4.41% | 0.46% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 234.96 K | $9.56 M | -2.22% | 0.44% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 224.12 K | $9.12 M | 0.88% | 0.42% |
| BIP WEALTH, LLC | 08/03/2026 | 212.27 K | $8.63 M | -0.70% | 0.39% |
| DEL-SETTE CAPITAL MANAGEMENT, LLC | 07/30/2026 | 210.23 K | $8.55 M | -0.94% | 0.39% |
| HC ADVISORS, LLC | 08/07/2026 | 206.34 K | $8.39 M | -0.10% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 202.26 K | $8.23 M | 14.36% | 0.38% |
| H&H RETIREMENT DESIGN & MANAGEMENT INC | 07/31/2026 | 189.51 K | $7.72 M | 3.21% | 0.35% |
| MELONE PRIVATE WEALTH, LLC | 07/09/2026 | 173.36 K | $7.05 M | 0.69% | 0.32% |
| JPMORGAN CHASE & CO | 08/12/2026 | 168.38 K | $6.84 M | -4.17% | 0.31% |
| LEE-KELLEHER WEALTH MANAGEMENT | 07/10/2026 | 162.15 K | $6.60 M | -0.36% | 0.30% |
| CASCADE FINANCIAL PARTNERS, LLC | 08/04/2026 | 157.67 K | $6.41 M | -1.34% | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 156.00 K | $6.35 M | 19.72% | 0.29% |
| KEY FINANCIAL INC | 07/24/2026 | 155.42 K | $6.32 M | -2.07% | 0.29% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 150.82 K | $6.14 M | 2.79% | 0.28% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 149.20 K | $6.07 M | -0.04% | 0.28% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 07/17/2026 | 146.67 K | $5.97 M | 4.30% | 0.27% |
| PROSPERITY CONSULTING GROUP, LLC | 08/13/2026 | 140.98 K | $5.74 M | -7.74% | 0.26% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 139.85 K | $5.69 M | -3.78% | 0.26% |
| CROBAN | 08/03/2026 | 129.62 K | $5.27 M | 2.08% | 0.24% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 128.97 K | $5.25 M | 3.31% | 0.24% |
| PARCION PRIVATE WEALTH LLC | 07/27/2026 | 128.50 K | $5.23 M | 0.00% | 0.24% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 07/15/2026 | 128.21 K | $5.22 M | -2.97% | 0.24% |
| THREE BEARINGS FIDUCIARY ADVISORS, INC. | 07/09/2026 | 124.23 K | $5.05 M | -3.40% | 0.23% |
| FRAZIER FINANCIAL ADVISORS, LLC | 08/10/2026 | 121.74 K | $4.95 M | 2.55% | 0.23% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 113.23 K | $4.55 M | -1.15% | 0.21% |
| ADVISORNET FINANCIAL, INC | 07/23/2026 | 103.83 K | $4.22 M | 8.58% | 0.19% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 100.52 K | $4.09 M | 0.36% | 0.19% |
| EVANSON FINANCIAL, LLC | 07/07/2026 | 91.18 K | $3.71 M | 100.00% | 0.17% |
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WisdomTree U.S. SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 543 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Dividend Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.83 M
BANK OF AMERICA CORP /DE/: 2.44 M
LPL Financial LLC: 1.4 M
UBS Group AG: 1.34 M
Creative Planning: 1.34 M
M&T BANK CORP: 1.05 M
53.46% of WisdomTree U.S. SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 35.42 M shares in the last 24 months. This purchase volume represents approximately $1.27 B in transactions.