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 | 05/15/2026 | 2.76 M | $99.32 M | 2.31% | 5.36% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.46 M | $88.33 M | 0.71% | 4.77% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.43 M | $51.23 M | -5.36% | 2.77% |
| UBS GROUP AG | 05/05/2026 | 1.39 M | $49.86 M | -6.80% | 2.69% |
| CREATIVE PLANNING | 05/12/2026 | 1.35 M | $48.42 M | -1.12% | 2.62% |
| M&T BANK CORP | 05/12/2026 | 1.03 M | $37.08 M | -2.39% | 2.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 850.32 K | $30.56 M | -7.12% | 1.65% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 811.49 K | $29.16 M | 11.25% | 1.58% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 762.07 K | $27.00 M | 11.88% | 1.48% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 747.67 K | $26.87 M | -3.61% | 1.45% |
| KEYBANK NATIONAL ASSOCIATION/OH | 04/24/2026 | 717.66 K | $25.79 M | 0.91% | 1.39% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 699.26 K | $25.13 M | 0.93% | 1.36% |
| ROYAL BANK OF CANADA | 05/15/2026 | 681.58 K | $24.50 M | -10.78% | 1.32% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 417.60 K | $15.01 M | 2.30% | 0.81% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 348.80 K | $12.54 M | 4.70% | 0.68% |
| DESTINATION WEALTH MANAGEMENT | 05/15/2026 | 329.25 K | $11.83 M | -0.77% | 0.64% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 320.54 K | $11.52 M | 0.40% | 0.62% |
| ALLEN INVESTMENT MANAGEMENT LLC | 05/07/2026 | 293.48 K | $10.54 M | 0.00% | 0.57% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 274.01 K | $9.85 M | 16.56% | 0.53% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 251.34 K | $9.03 M | 19.63% | 0.49% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 240.30 K | $8.64 M | -1.96% | 0.47% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 239.20 K | $8.60 M | 2.18% | 0.46% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 222.17 K | $7.98 M | 3.37% | 0.43% |
| ASSETMARK, INC | 05/06/2026 | 217.76 K | $7.83 M | -2.18% | 0.42% |
| BIP WEALTH, LLC | 04/27/2026 | 213.77 K | $7.68 M | -5.95% | 0.41% |
| DEL-SETTE CAPITAL MANAGEMENT, LLC | 05/04/2026 | 212.23 K | $7.63 M | 12.11% | 0.41% |
| HC ADVISORS, LLC | 05/05/2026 | 206.53 K | $7.42 M | 0.78% | 0.40% |
| H&H RETIREMENT DESIGN & MANAGEMENT INC | 05/04/2026 | 183.61 K | $7.09 M | -2.36% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 176.86 K | $6.36 M | 2.13% | 0.34% |
| JPMORGAN CHASE & CO | 05/13/2026 | 175.72 K | $6.22 M | -9.52% | 0.34% |
| MELONE PRIVATE WEALTH, LLC | 04/08/2026 | 172.17 K | $6.19 M | 7.80% | 0.33% |
| LEE-KELLEHER WEALTH MANAGEMENT | 04/14/2026 | 162.74 K | $5.85 M | 5.79% | 0.32% |
| CASCADE FINANCIAL PARTNERS, LLC | 05/12/2026 | 159.82 K | $5.74 M | -1.06% | 0.31% |
| KEY FINANCIAL INC | 04/24/2026 | 158.70 K | $5.70 M | -1.91% | 0.31% |
| PROSPERITY CONSULTING GROUP, LLC | 05/05/2026 | 152.82 K | $5.49 M | -7.21% | 0.30% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 149.26 K | $5.36 M | 0.08% | 0.29% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 146.73 K | $5.27 M | 7.36% | 0.28% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 145.33 K | $5.22 M | 0.50% | 0.28% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 04/17/2026 | 140.62 K | $5.05 M | -4.10% | 0.27% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 05/04/2026 | 132.14 K | $4.75 M | 2.68% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 130.30 K | $4.68 M | 100.00% | 0.25% |
| 06/11/2026 | 128.60 K | $4.62 M | 0.47% | 0.25% | |
| PARCION PRIVATE WEALTH LLC | 04/22/2026 | 128.50 K | $4.62 M | 0.00% | 0.25% |
| CROBAN | 05/13/2026 | 126.97 K | $4.56 M | 4.11% | 0.25% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 124.84 K | $4.49 M | -2.32% | 0.24% |
| FRAZIER FINANCIAL ADVISORS, LLC | 05/05/2026 | 118.71 K | $4.27 M | 0.19% | 0.23% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 114.54 K | $4.15 M | -19.72% | 0.22% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 100.16 K | $3.60 M | -2.71% | 0.19% |
| ADVISORNET FINANCIAL, INC | 04/17/2026 | 95.62 K | $3.44 M | 16.36% | 0.19% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 92.36 K | $3.32 M | 22.63% | 0.18% |
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WisdomTree U.S. SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 500 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Dividend Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.76 M
BANK OF AMERICA CORP /DE/: 2.46 M
LPL Financial LLC: 1.43 M
UBS Group AG: 1.39 M
Creative Planning: 1.35 M
M&T BANK CORP: 1.03 M
55.10% of WisdomTree U.S. SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 34.53 M shares in the last 24 months. This purchase volume represents approximately $1.24 B in transactions.