WisdomTree U.S. High Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CWM, LLC | 01/26/2026 | 859.11 K | $87.48 M | 0.00% | 7.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 529.42 K | $53.91 M | -1.06% | 4.33% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 442.93 K | $45.10 M | 4.96% | 3.62% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 402.16 K | $40.95 M | 3.87% | 3.29% |
| LPL FINANCIAL LLC | 02/11/2026 | 400.02 K | $40.73 M | -3.57% | 3.24% |
| LINSCOMB & WILLIAMS, INC. | 02/10/2026 | 337.33 K | $34.35 M | -0.10% | 2.73% |
| MORGAN STANLEY | 02/13/2026 | 319.43 K | $32.52 M | 3.83% | 2.61% |
| INVENIO WEALTH PARTNERS LLC | 02/13/2026 | 184.33 K | $18.77 M | -4.20% | 1.50% |
| MB, LEVIS & ASSOCIATES, LLC | 01/14/2026 | 156.57 K | $15.94 M | -1.62% | 1.31% |
| COLONY GROUP, LLC | 02/13/2026 | 147.78 K | $15.05 M | -15.81% | 1.20% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 116.57 K | $11.87 M | -0.85% | 0.95% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 116.34 K | $11.85 M | 0.36% | 0.95% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 99.78 K | $10.16 M | 6.57% | 0.81% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 99.60 K | $10.14 M | -28.07% | 0.81% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 01/07/2026 | 92.48 K | $9.42 M | -3.81% | 0.77% |
| UBS GROUP AG | 01/29/2026 | 90.01 K | $9.16 M | -4.50% | 0.74% |
| MARINER, LLC | 02/13/2026 | 89.65 K | $9.13 M | 9.32% | 0.73% |
| EVANSON ASSET MANAGEMENT, LLC | 01/12/2026 | 79.66 K | $8.11 M | -0.32% | 0.66% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 74.55 K | $7.59 M | -24.00% | 0.61% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 72.24 K | $7.36 M | 7.20% | 0.59% |
| 1 NORTH WEALTH SERVICES LLC | 02/13/2026 | 65.03 K | $6.62 M | 3.60% | 0.53% |
| ROYAL BANK OF CANADA | 02/17/2026 | 64.17 K | $6.53 M | 7.80% | 0.52% |
| PRECEDENT WEALTH PARTNERS, LLC | 01/07/2026 | 59.01 K | $6.01 M | -1.61% | 0.49% |
| NFP RETIREMENT, INC. | 02/18/2026 | 52.97 K | $5.39 M | 4.60% | 0.43% |
| JPMORGAN CHASE & CO | 02/11/2026 | 52.87 K | $5.38 M | 5.87% | 0.42% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 49.71 K | $5.06 M | 5.24% | 0.40% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 43.41 K | $4.42 M | 0.00% | 0.36% |
| FFG RETIREMENT ADVISORS LLC | 01/12/2026 | 42.65 K | $4.34 M | -0.90% | 0.36% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 39.64 K | $4.04 M | -7.28% | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 35.97 K | $3.66 M | 4.94% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 36.74 K | $3.74 M | 7.90% | 0.29% |
| GTS SECURITIES LLC | 02/13/2026 | 35.84 K | $3.65 M | 18.26% | 0.29% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 34.09 K | $3.47 M | 0.06% | 0.28% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 34.90 K | $3.55 M | 4.81% | 0.28% |
| 02/20/2026 | 33.26 K | $3.39 M | 100.00% | 0.28% | |
| LVM CAPITAL MANAGEMENT LTD/MI | 01/12/2026 | 29.33 K | $2.99 M | -9.08% | 0.24% |
| JT STRATFORD LLC | 02/12/2026 | 29.09 K | $2.96 M | 7.88% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 28.36 K | $2.89 M | 12.78% | 0.23% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 25.42 K | $2.59 M | 1.47% | 0.21% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 23.90 K | $2.43 M | -6.31% | 0.19% |
| COMMERCE BANK | 02/13/2026 | 23.51 K | $2.39 M | -6.41% | 0.19% |
| AVANTAX PLANNING PARTNERS, INC. | 02/05/2026 | 22.58 K | $2.30 M | -1.03% | 0.19% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 21.95 K | $2.23 M | -0.90% | 0.18% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 20.57 K | $2.09 M | -3.76% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 20.63 K | $2.10 M | -5.68% | 0.17% |
| CREATIVE PLANNING | 02/17/2026 | 20.22 K | $2.06 M | 0.37% | 0.16% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 18.76 K | $1.91 M | 13.54% | 0.16% |
| CENTRAL TRUST CO | 02/02/2026 | 18.62 K | $1.90 M | 2.94% | 0.16% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 02/10/2026 | 17.11 K | $1.74 M | -0.27% | 0.14% |
| BARNES WEALTH MANAGEMENT GROUP, INC | 02/24/2026 | 16.17 K | $1.65 M | -2.84% | 0.13% |
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WisdomTree U.S. High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 341 institutional investors and hedge funds held shares of WisdomTree U.S. High Dividend Fund. The most heavily invested institutionals were:
Kestra Advisory Services, LLC: 225,135
MB, LEVIS & ASSOCIATES, LLC: 158,245
ENVESTNET ASSET MANAGEMENT INC: 117,261
UBS Group AG: 90,125
Stonebridge Wealth Management, LLC: 85,517
Evanson Asset Management, LLC: 76,466
53.73% of WisdomTree U.S. High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.52 M shares in the last 24 months. This purchase volume represents approximately $932.23 M in transactions.