WisdomTree U.S. LargeCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 4.11 M | $395.49 M | 5.64% | 6.59% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 3.49 M | $335.70 M | -4.99% | 5.59% |
| MORGAN STANLEY | 08/13/2026 | 2.94 M | $283.01 M | 2.37% | 4.71% |
| COLONY GROUP, LLC | 08/12/2026 | 2.61 M | $251.66 M | 0.95% | 4.19% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 2.44 M | $235.02 M | 27.09% | 3.91% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 1.48 M | $142.24 M | 9.69% | 2.37% |
| CREATIVE PLANNING | 08/13/2026 | 1.34 M | $128.98 M | -2.09% | 2.15% |
| UBS GROUP AG | 08/13/2026 | 1.32 M | $126.70 M | -0.04% | 2.11% |
| TRILOGY CAPITAL INC. | 07/06/2026 | 1.20 M | $115.26 M | 2.71% | 1.92% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 1.09 M | $105.44 M | 8.70% | 1.76% |
| EVERCORE WEALTH MANAGEMENT, LLC | 08/14/2026 | 1.04 M | $99.74 M | -1.05% | 1.66% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.03 M | $99.68 M | -14.56% | 1.66% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 942.61 K | $90.79 M | -3.45% | 1.51% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 805.26 K | $77.56 M | 0.10% | 1.29% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 784.13 K | $75.53 M | 6.72% | 1.26% |
| WATERWAY WEALTH MANAGEMENT, LLC | 07/13/2026 | 655.70 K | $56.77 M | -2.91% | 1.05% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 640.99 K | $61.74 M | 7.71% | 1.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 591.84 K | $57.01 M | -0.59% | 0.95% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 517.48 K | $49.85 M | 1.09% | 0.83% |
| CLG LLC | 07/16/2026 | 460.67 K | $44.37 M | 6.89% | 0.74% |
| ROYAL BANK OF CANADA | 08/14/2026 | 460.18 K | $44.32 M | -1.36% | 0.74% |
| IAG WEALTH PARTNERS, LLC | 08/06/2026 | 403.00 K | $38.82 M | 0.96% | 0.65% |
| LEE-KELLEHER WEALTH MANAGEMENT | 07/10/2026 | 381.30 K | $36.73 M | -0.75% | 0.61% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 368.00 K | $35.45 M | -51.17% | 0.59% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 352.85 K | $33.99 M | -2.07% | 0.57% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 340.94 K | $32.84 M | -5.49% | 0.55% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 332.65 K | $32.04 M | 16.32% | 0.53% |
| LRI INVESTMENTS, LLC | 07/14/2026 | 330.57 K | $31.84 M | -0.68% | 0.53% |
| FOX FINANCIAL, INC | 08/04/2026 | 311.91 K | $30.04 M | -0.48% | 0.50% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 308.58 K | $29.72 M | -6.39% | 0.49% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 285.65 K | $27.51 M | 3.40% | 0.46% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 273.55 K | $26.35 M | 12.18% | 0.44% |
| NERDWALLET WEALTH PARTNERS, LLC | 07/08/2026 | 263.95 K | $25.42 M | 12.30% | 0.42% |
| FAIRWAY WEALTH LLC | 07/24/2026 | 262.39 K | $25.27 M | -0.18% | 0.42% |
| FIDELIS IM, LLC | 07/22/2026 | 262.35 K | $25.27 M | -1.30% | 0.42% |
| ODYSSEY GROUP, LLC | 08/14/2026 | 247.64 K | $23.85 M | 100.00% | 0.40% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 228.92 K | $22.05 M | -4.19% | 0.37% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 227.25 K | $21.89 M | -12.00% | 0.36% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 214.98 K | $20.71 M | 2.48% | 0.34% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 214.93 K | $20.70 M | -11.54% | 0.34% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 209.57 K | $20.19 M | -1.76% | 0.34% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 201.34 K | $19.39 M | 3.53% | 0.32% |
| REVOLVE WEALTH PARTNERS, LLC | 07/09/2026 | 198.08 K | $19.08 M | 0.40% | 0.32% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 193.39 K | $18.63 M | 1.14% | 0.31% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 08/07/2026 | 192.86 K | $18.58 M | 1.42% | 0.31% |
| JPMORGAN CHASE & CO | 08/12/2026 | 177.05 K | $17.08 M | -5.53% | 0.28% |
| TRUNORTH FINANCIAL SERVICES, INC. | 07/30/2026 | 150.25 K | $14.47 M | 4.07% | 0.24% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 135.88 K | $13.09 M | 3.51% | 0.22% |
| ASPIRIANT, LLC | 07/20/2026 | 126.17 K | $12.15 M | 34.63% | 0.20% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 124.84 K | $12.02 M | 2.30% | 0.20% |
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WisdomTree U.S. LargeCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 642 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Dividend Fund. The most heavily invested institutionals were:
LPL Financial LLC: 4.11 M
PNC FINANCIAL SERVICES GROUP, INC.: 3.49 M
MORGAN STANLEY: 2.94 M
Colony Group, LLC: 2.61 M
AMERIPRISE FINANCIAL INC: 2.44 M
GREAT VALLEY ADVISOR GROUP, INC.: 1.48 M
69.58% of WisdomTree U.S. LargeCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 50.97 M shares in the last 24 months. This purchase volume represents approximately $4.65 B in transactions.