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 | 05/06/2026 | 3.89 M | $347.20 M | 8.71% | 6.18% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 3.67 M | $327.69 M | -4.75% | 5.83% |
| MORGAN STANLEY | 05/15/2026 | 2.87 M | $256.39 M | 0.31% | 4.56% |
| COLONY GROUP, LLC | 05/15/2026 | 2.59 M | $231.21 M | 0.35% | 4.11% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 1.92 M | $171.49 M | 8.07% | 3.11% |
| CREATIVE PLANNING | 05/12/2026 | 1.37 M | $122.18 M | -1.31% | 2.17% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 1.35 M | $120.26 M | 4.38% | 2.14% |
| UBS GROUP AG | 05/05/2026 | 1.32 M | $117.55 M | -3.20% | 2.09% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.21 M | $108.21 M | 6.04% | 1.93% |
| TRILOGY CAPITAL INC. | 04/22/2026 | 1.17 M | $104.07 M | 4.23% | 1.85% |
| EVERCORE WEALTH MANAGEMENT, LLC | 05/15/2026 | 1.05 M | $93.48 M | 1.22% | 1.66% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 1.01 M | $89.96 M | 5.87% | 1.60% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 976.28 K | $87.21 M | -7.23% | 1.55% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 804.46 K | $71.86 M | 15.12% | 1.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 753.58 K | $67.32 M | 4.36% | 1.20% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 734.77 K | $65.64 M | -1.97% | 1.17% |
| WATERWAY WEALTH MANAGEMENT, LLC | 04/21/2026 | 675.34 K | $52.92 M | -3.58% | 1.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 595.33 K | $53.18 M | 0.32% | 0.95% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 595.14 K | $53.16 M | -0.54% | 0.95% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 511.88 K | $45.73 M | 1.47% | 0.81% |
| ROYAL BANK OF CANADA | 05/15/2026 | 466.52 K | $41.68 M | -8.82% | 0.74% |
| CLG LLC | 05/14/2026 | 430.97 K | $38.50 M | -0.60% | 0.69% |
| IAG WEALTH PARTNERS, LLC | 04/29/2026 | 399.18 K | $35.66 M | 2.21% | 0.63% |
| LEE-KELLEHER WEALTH MANAGEMENT | 04/14/2026 | 384.19 K | $34.32 M | 3.30% | 0.61% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 360.72 K | $32.22 M | 11.14% | 0.57% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 360.31 K | $32.19 M | -2.58% | 0.57% |
| LRI INVESTMENTS, LLC | 04/30/2026 | 332.84 K | $29.73 M | -0.36% | 0.53% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 329.66 K | $29.45 M | -10.31% | 0.52% |
| FOX FINANCIAL, INC | 05/07/2026 | 313.43 K | $28.00 M | 0.66% | 0.50% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 285.99 K | $25.55 M | 9.44% | 0.45% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 276.26 K | $24.68 M | -21.03% | 0.44% |
| FIDELIS IM, LLC | 04/29/2026 | 265.79 K | $23.74 M | -0.72% | 0.42% |
| FAIRWAY WEALTH LLC | 04/23/2026 | 262.86 K | $23.48 M | -5.77% | 0.42% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 258.25 K | $23.07 M | 3.60% | 0.41% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 243.86 K | $21.78 M | 6.92% | 0.39% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 242.96 K | $21.70 M | 21.68% | 0.39% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 238.93 K | $21.25 M | -0.74% | 0.38% |
| 05/05/2026 | 235.05 K | $21.00 M | 5.76% | 0.37% | |
| D.A. DAVIDSON & CO. | 05/05/2026 | 213.33 K | $19.06 M | 1.12% | 0.34% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 209.76 K | $18.74 M | 3.38% | 0.33% |
| REVOLVE WEALTH PARTNERS, LLC | 04/13/2026 | 197.29 K | $17.62 M | -7.05% | 0.31% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 194.48 K | $17.37 M | 4.87% | 0.31% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 07/29/2026 | 190.17 K | $16.99 M | -1.16% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 191.21 K | $17.08 M | 0.36% | 0.30% |
| JPMORGAN CHASE & CO | 05/13/2026 | 187.41 K | $16.42 M | 0.65% | 0.30% |
| 05/05/2026 | 144.37 K | $12.90 M | 4.02% | 0.23% | |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 131.27 K | $11.73 M | 11.05% | 0.21% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 126.09 K | $11.26 M | 566.51% | 0.20% |
| ADVISORS PREFERRED, LLC | 05/05/2026 | 122.35 K | $10.93 M | 83.98% | 0.19% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 122.03 K | $10.90 M | 0.70% | 0.19% |
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WisdomTree U.S. LargeCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 622 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Dividend Fund. The most heavily invested institutionals were:
Trilogy Capital Inc.: 1.2 M
Clearstead Advisors, LLC: 942,613
ENVESTNET ASSET MANAGEMENT INC: 784,125
Waterway Wealth Management, LLC: 655,697
COMMONWEALTH EQUITY SERVICES, LLC: 591,837
CLG LLC: 460,674
67.36% of WisdomTree U.S. LargeCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 49.90 M shares in the last 24 months. This purchase volume represents approximately $4.56 B in transactions.