WisdomTree U.S. LargeCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 3.85 M | $339.22 M | -1.24% | 6.25% |
| LPL FINANCIAL LLC | 02/11/2026 | 3.58 M | $314.92 M | 2.87% | 5.81% |
| MORGAN STANLEY | 02/13/2026 | 2.86 M | $252.02 M | -0.16% | 4.64% |
| COLONY GROUP, LLC | 02/13/2026 | 2.58 M | $227.17 M | 4.72% | 4.18% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.78 M | $156.46 M | -13.56% | 2.88% |
| CREATIVE PLANNING | 02/17/2026 | 1.39 M | $122.07 M | -1.32% | 2.25% |
| UBS GROUP AG | 01/29/2026 | 1.36 M | $119.74 M | -0.01% | 2.20% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 1.29 M | $113.60 M | 7.94% | 2.10% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.14 M | $100.61 M | -1.52% | 1.85% |
| TRILOGY CAPITAL INC. | 01/22/2026 | 1.12 M | $98.45 M | -0.03% | 1.84% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 1.05 M | $92.70 M | -0.19% | 1.71% |
| EVERCORE WEALTH MANAGEMENT, LLC | 02/17/2026 | 1.03 M | $91.06 M | -1.58% | 1.68% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 951.13 K | $83.78 M | 10.76% | 1.54% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 749.53 K | $66.02 M | 4.72% | 1.22% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 722.08 K | $63.60 M | 2.80% | 1.16% |
| WATERWAY WEALTH MANAGEMENT, LLC | 02/17/2026 | 700.38 K | $54.47 M | -4.35% | 1.14% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 698.82 K | $61.55 M | 1.99% | 1.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 598.39 K | $52.71 M | 3.16% | 0.97% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 593.42 K | $52.27 M | -3.65% | 0.96% |
| ROYAL BANK OF CANADA | 02/17/2026 | 511.62 K | $45.06 M | -0.45% | 0.83% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 504.44 K | $44.44 M | -11.33% | 0.82% |
| CLG LLC | 01/15/2026 | 433.59 K | $38.19 M | 14.57% | 0.71% |
| IAG WEALTH PARTNERS, LLC | 02/10/2026 | 390.56 K | $34.40 M | -0.85% | 0.64% |
| LEE-KELLEHER WEALTH MANAGEMENT | 01/14/2026 | 371.90 K | $32.76 M | 6.46% | 0.61% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 369.87 K | $32.58 M | -1.64% | 0.61% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 367.57 K | $32.38 M | 0.27% | 0.61% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 349.81 K | $30.81 M | 5.87% | 0.57% |
| LRI INVESTMENTS, LLC | 02/04/2026 | 334.04 K | $29.42 M | -0.17% | 0.55% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 324.58 K | $28.59 M | -2.63% | 0.54% |
| 02/17/2026 | 316.65 K | $316.65 M | 100.00% | 0.51% | |
| FOX FINANCIAL, INC | 02/09/2026 | 311.38 K | $27.43 M | -0.75% | 0.50% |
| FAIRWAY WEALTH LLC | 01/28/2026 | 278.95 K | $24.57 M | 2.32% | 0.46% |
| FIDELIS IM, LLC | 01/23/2026 | 267.72 K | $23.58 M | 305.89% | 0.44% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 261.31 K | $23.02 M | 1.50% | 0.42% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 249.28 K | $21.96 M | 0.34% | 0.41% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 240.70 K | $21.20 M | 3,095.72% | 0.40% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 228.08 K | $20.09 M | 6.82% | 0.37% |
| 01/13/2026 | 222.24 K | $19.55 M | 9.96% | 0.37% | |
| REVOLVE WEALTH PARTNERS, LLC | 01/20/2026 | 212.26 K | $18.70 M | 1.64% | 0.35% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 210.97 K | $18.58 M | 0.81% | 0.35% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 202.91 K | $17.87 M | 13.05% | 0.33% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 199.66 K | $17.59 M | 22.48% | 0.32% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 02/17/2026 | 192.41 K | $16.95 M | 2.00% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 190.52 K | $16.78 M | -0.19% | 0.31% |
| JPMORGAN CHASE & CO | 02/11/2026 | 186.20 K | $16.40 M | 13.09% | 0.30% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 185.45 K | $16.33 M | 9.49% | 0.30% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 157.07 K | $14.06 M | 7.80% | 0.26% |
| 02/17/2026 | 138.80 K | $12.23 M | 100.00% | 0.23% | |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 121.18 K | $10.67 M | 3.36% | 0.20% |
| FIRST AMERICAN TRUST, FSB | 02/11/2026 | 122.08 K | $10.75 M | -0.46% | 0.20% |
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WisdomTree U.S. LargeCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 624 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Dividend Fund. The most heavily invested institutionals were:
UBS Group AG: 1.32 M
Trilogy Capital Inc.: 1.17 M
Cambridge Investment Research Advisors, Inc.: 753,581
ENVESTNET ASSET MANAGEMENT INC: 734,768
Waterway Wealth Management, LLC: 675,342
COMMONWEALTH EQUITY SERVICES, LLC: 595,329
70.14% of WisdomTree U.S. LargeCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 50.02 M shares in the last 24 months. This purchase volume represents approximately $4.57 B in transactions.