WisdomTree U.S. High Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 501.67 K | $57.03 M | 2.01% | 3.90% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 474.27 K | $53.92 M | 3.68% | 3.69% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 462.54 K | $52.58 M | -9.91% | 3.59% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 424.98 K | $48.31 M | 3.04% | 3.30% |
| LPL FINANCIAL LLC | 08/07/2026 | 396.42 K | $45.07 M | -1.52% | 3.08% |
| LINSCOMB & WILLIAMS, INC. | 07/31/2026 | 289.05 K | $32.86 M | -2.94% | 2.25% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 235.27 K | $26.75 M | 4.50% | 1.83% |
| MB, LEVIS & ASSOCIATES, LLC | 07/22/2026 | 158.67 K | $18.04 M | 0.27% | 1.23% |
| COLONY GROUP, LLC | 08/12/2026 | 144.53 K | $16.43 M | -2.36% | 1.12% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 123.25 K | $14.01 M | 5.11% | 0.96% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 114.90 K | $13.06 M | 164.67% | 0.89% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 108.60 K | $12.33 M | 4.69% | 0.84% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 107.83 K | $12.26 M | -1.99% | 0.84% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 97.10 K | $11.04 M | 16.16% | 0.75% |
| UBS GROUP AG | 08/13/2026 | 90.68 K | $10.31 M | 0.61% | 0.70% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 07/17/2026 | 85.71 K | $9.74 M | 0.23% | 0.67% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 80.28 K | $9.13 M | 2.21% | 0.62% |
| EVANSON FINANCIAL, LLC | 07/07/2026 | 76.24 K | $8.67 M | 100.00% | 0.59% |
| MARINER, LLC | 08/13/2026 | 72.59 K | $8.25 M | -13.69% | 0.56% |
| ROYAL BANK OF CANADA | 08/14/2026 | 69.70 K | $7.92 M | 4.31% | 0.54% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 66.62 K | $7.57 M | 3.99% | 0.52% |
| 1 NORTH WEALTH SERVICES LLC | 08/03/2026 | 65.44 K | $7.44 M | 4.24% | 0.51% |
| JPMORGAN CHASE & CO | 08/12/2026 | 64.79 K | $7.41 M | 3.64% | 0.50% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 64.32 K | $7.31 M | 100.00% | 0.50% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 62.67 K | $7.12 M | 29.53% | 0.49% |
| NFP RETIREMENT, INC. | 08/12/2026 | 56.01 K | $6.37 M | -2.14% | 0.44% |
| PRECEDENT WEALTH PARTNERS, LLC | 07/21/2026 | 55.00 K | $6.25 M | 0.41% | 0.43% |
| FFG RETIREMENT ADVISORS LLC | 07/09/2026 | 44.79 K | $5.09 M | 1.03% | 0.35% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 41.27 K | $4.69 M | 112.59% | 0.32% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 40.42 K | $4.60 M | 5.51% | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 39.77 K | $4.52 M | 5.13% | 0.31% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 39.10 K | $4.45 M | -0.74% | 0.30% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 38.92 K | $4.46 M | 4.96% | 0.30% |
| CATALYST INVESTMENT MANAGEMENT LLC | 08/10/2026 | 35.49 K | $4.04 M | 35.26% | 0.28% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 34.00 K | $3.87 M | -0.13% | 0.26% |
| CREATIVE PLANNING | 08/13/2026 | 33.44 K | $3.80 M | 65.39% | 0.26% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 33.41 K | $3.80 M | 41.97% | 0.26% |
| JT STRATFORD LLC | 08/14/2026 | 33.22 K | $3.78 M | 4.05% | 0.26% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 07/24/2026 | 30.42 K | $3.46 M | -3.16% | 0.24% |
| LVM CAPITAL MANAGEMENT LTD/MI | 07/09/2026 | 28.69 K | $3.26 M | -1.32% | 0.22% |
| APELLA CAPITAL, LLC | 07/08/2026 | 26.10 K | $3.02 M | -0.41% | 0.20% |
| INVENIO WEALTH PARTNERS LLC | 07/30/2026 | 25.92 K | $2.95 M | -0.12% | 0.20% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 24.93 K | $2.83 M | 3.82% | 0.19% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 21.90 K | $2.49 M | 0.46% | 0.17% |
| CENTRAL TRUST CO | 07/31/2026 | 21.30 K | $2.42 M | 2.90% | 0.17% |
| COMMERCE BANK | 08/12/2026 | 20.95 K | $2.38 M | -2.40% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 20.75 K | $2.36 M | 2.54% | 0.16% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 20.52 K | $2.33 M | -4.62% | 0.16% |
| AVANTAX PLANNING PARTNERS, INC. | 07/28/2026 | 20.29 K | $2.31 M | -2.05% | 0.16% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 07/20/2026 | 17.22 K | $1.96 M | 8.97% | 0.13% |
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WisdomTree U.S. High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 364 institutional investors and hedge funds held shares of WisdomTree U.S. High Dividend Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 501,674
BANK OF AMERICA CORP /DE/: 474,272
WELLS FARGO & COMPANY/MN: 462,536
Cetera Investment Advisers: 424,978
LPL Financial LLC: 396,419
Linscomb & Williams, Inc.: 289,052
47.18% of WisdomTree U.S. High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.99 M shares in the last 24 months. This purchase volume represents approximately $983.76 M in transactions.