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 | 05/14/2026 | 861.98 K | $94.15 M | 0.33% | 6.60% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 513.44 K | $56.08 M | -3.02% | 3.93% |
| MORGAN STANLEY | 05/15/2026 | 491.80 K | $53.71 M | 53.96% | 3.77% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 457.45 K | $49.96 M | 3.28% | 3.50% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 412.45 K | $45.05 M | 2.56% | 3.16% |
| LPL FINANCIAL LLC | 05/06/2026 | 402.55 K | $43.97 M | 0.63% | 3.08% |
| LINSCOMB & WILLIAMS, INC. | 05/11/2026 | 297.80 K | $32.53 M | -11.72% | 2.28% |
| 04/14/2026 | 266.62 K | $13.42 M | 100.00% | 2.06% | |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 225.14 K | $24.59 M | 93.14% | 1.72% |
| MB, LEVIS & ASSOCIATES, LLC | 04/08/2026 | 158.25 K | $17.28 M | 1.07% | 1.22% |
| COLONY GROUP, LLC | 05/15/2026 | 148.02 K | $16.17 M | 0.16% | 1.13% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 117.26 K | $12.81 M | 0.79% | 0.90% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 110.02 K | $12.02 M | 10.26% | 0.84% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 103.73 K | $11.33 M | 4.15% | 0.79% |
| UBS GROUP AG | 05/05/2026 | 90.13 K | $9.84 M | 0.13% | 0.69% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 04/17/2026 | 85.52 K | $9.34 M | -7.53% | 0.66% |
| MARINER, LLC | 05/13/2026 | 84.11 K | $9.19 M | -6.18% | 0.64% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 83.59 K | $9.13 M | 12.13% | 0.64% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 78.54 K | $8.58 M | 809.16% | 0.60% |
| EVANSON ASSET MANAGEMENT, LLC | 04/08/2026 | 76.47 K | $8.35 M | -4.01% | 0.59% |
| WIN ADVISORS, INC | 05/01/2026 | 75.97 K | $8.30 M | 100.00% | 0.58% |
| ROYAL BANK OF CANADA | 05/15/2026 | 66.83 K | $7.30 M | 4.13% | 0.51% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 64.07 K | $7.00 M | 1,559.29% | 0.49% |
| 1 NORTH WEALTH SERVICES LLC | 05/04/2026 | 62.78 K | $6.86 M | -3.45% | 0.48% |
| JPMORGAN CHASE & CO | 05/13/2026 | 62.52 K | $6.77 M | 18.25% | 0.48% |
| NFP RETIREMENT, INC. | 05/13/2026 | 57.24 K | $6.25 M | 8.05% | 0.44% |
| PRECEDENT WEALTH PARTNERS, LLC | 04/14/2026 | 54.78 K | $5.98 M | -7.17% | 0.42% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 48.38 K | $5.28 M | -33.02% | 0.37% |
| FFG RETIREMENT ADVISORS LLC | 04/15/2026 | 44.33 K | $4.84 M | 3.93% | 0.34% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 43.41 K | $4.74 M | 0.00% | 0.33% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 39.40 K | $4.30 M | -0.62% | 0.30% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 38.31 K | $4.18 M | 4.29% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 37.83 K | $4.13 M | 5.17% | 0.29% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 37.09 K | $3.99 M | 6.28% | 0.28% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 34.04 K | $3.72 M | -0.13% | 0.26% |
| JT STRATFORD LLC | 05/15/2026 | 31.93 K | $3.49 M | 9.77% | 0.24% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 05/07/2026 | 31.41 K | $3.43 M | 100.00% | 0.24% |
| LVM CAPITAL MANAGEMENT LTD/MI | 04/02/2026 | 29.07 K | $3.18 M | -0.88% | 0.22% |
| APELLA CAPITAL, LLC | 04/20/2026 | 26.21 K | $2.90 M | 1,092.94% | 0.20% |
| 04/23/2026 | 26.24 K | $2.91 M | -21.09% | 0.20% | |
| INVENIO WEALTH PARTNERS LLC | 04/14/2026 | 25.95 K | $2.83 M | -85.92% | 0.20% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 24.02 K | $2.62 M | 0.46% | 0.18% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 23.53 K | $2.57 M | 25.42% | 0.18% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 21.80 K | $2.38 M | -0.68% | 0.17% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 21.51 K | $2.35 M | -15.38% | 0.16% |
| COMMERCE BANK | 05/11/2026 | 21.47 K | $2.34 M | -8.70% | 0.16% |
| CENTRAL TRUST CO | 04/17/2026 | 20.70 K | $2.26 M | 11.18% | 0.16% |
| AVANTAX PLANNING PARTNERS, INC. | 05/04/2026 | 20.71 K | $2.26 M | -8.28% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 20.24 K | $2.21 M | -1.89% | 0.16% |
| CREATIVE PLANNING | 05/12/2026 | 20.22 K | $2.21 M | 0.00% | 0.15% |
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WisdomTree U.S. High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 335 institutional investors and hedge funds held shares of WisdomTree U.S. High Dividend Fund. The most heavily invested institutionals were:
CWM, LLC: 861,983
WELLS FARGO & COMPANY/MN: 513,436
MORGAN STANLEY: 491,799
BANK OF AMERICA CORP /DE/: 457,448
Cetera Investment Advisers: 412,451
LPL Financial LLC: 402,554
54.19% of WisdomTree U.S. High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.70 M shares in the last 24 months. This purchase volume represents approximately $952.55 M in transactions.