WisdomTree U.S. MidCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 4.65 M | $244.08 M | -0.69% | 6.80% |
| MORGAN STANLEY | 05/15/2026 | 2.39 M | $125.61 M | 0.67% | 3.50% |
| UBS GROUP AG | 05/05/2026 | 1.88 M | $98.94 M | 8.79% | 2.76% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.85 M | $97.11 M | -5.21% | 2.71% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.66 M | $85.77 M | 23.13% | 2.43% |
| LINSCOMB & WILLIAMS, INC. | 05/11/2026 | 1.58 M | $82.95 M | -14.41% | 2.31% |
| CREATIVE PLANNING | 05/12/2026 | 1.52 M | $79.77 M | -0.02% | 2.22% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.35 M | $71.10 M | -2.03% | 1.98% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.00 M | $52.74 M | -9.98% | 1.47% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.00 M | $52.60 M | 0.27% | 1.47% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 712.93 K | $37.46 M | 15.81% | 1.04% |
| ROYAL BANK OF CANADA | 05/15/2026 | 526.24 K | $27.65 M | -7.95% | 0.77% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 520.38 K | $27.34 M | -11.34% | 0.76% |
| KEYBANK NATIONAL ASSOCIATION/OH | 04/24/2026 | 512.43 K | $26.92 M | 0.82% | 0.75% |
| IAG WEALTH PARTNERS, LLC | 04/29/2026 | 500.70 K | $26.31 M | 1.52% | 0.73% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 466.86 K | $24.53 M | -15.03% | 0.68% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 05/08/2026 | 465.97 K | $24.48 M | -5.05% | 0.68% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 405.68 K | $21.32 M | 7.99% | 0.59% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 04/08/2026 | 388.06 K | $20.39 M | 4.45% | 0.57% |
| TRAJAN WEALTH LLC | 05/14/2026 | 365.02 K | $19.18 M | 1.99% | 0.53% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 364.81 K | $19.17 M | -33.71% | 0.53% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 358.44 K | $18.83 M | 6.85% | 0.52% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 357.56 K | $18.79 M | 6.18% | 0.52% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 354.42 K | $18.62 M | 3.39% | 0.52% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 328.94 K | $17.28 M | -1.06% | 0.48% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 304.36 K | $15.99 M | 0.42% | 0.45% |
| MARION WEALTH MANAGEMENT | 05/12/2026 | 299.97 K | $15.76 M | 7.81% | 0.44% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 295.52 K | $15.53 M | -5.49% | 0.43% |
| 06/11/2026 | 283.32 K | $14.89 M | 0.28% | 0.41% | |
| EASTERN BANK | 04/07/2026 | 275.53 K | $14.48 M | 24.30% | 0.40% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 274.96 K | $14.45 M | -0.02% | 0.40% |
| COLONY GROUP, LLC | 05/15/2026 | 263.49 K | $13.84 M | -0.26% | 0.39% |
| JPMORGAN CHASE & CO | 05/13/2026 | 263.17 K | $13.58 M | -9.92% | 0.39% |
| LIDO ADVISORS, LLC | 05/13/2026 | 253.83 K | $13.34 M | -5.48% | 0.37% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 241.87 K | $12.71 M | -17.21% | 0.35% |
| CONCORD WEALTH PARTNERS | 05/01/2026 | 237.16 K | $12.46 M | 3.56% | 0.35% |
| DESTINATION WEALTH MANAGEMENT | 05/15/2026 | 236.41 K | $12.42 M | -0.28% | 0.35% |
| AVANTAX PLANNING PARTNERS, INC. | 05/04/2026 | 233.07 K | $12.25 M | 2.56% | 0.34% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 05/07/2026 | 231.20 K | $12.15 M | 100.00% | 0.34% |
| PRECEDENT WEALTH PARTNERS, LLC | 04/14/2026 | 231.19 K | $12.15 M | -8.01% | 0.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 227.38 K | $11.95 M | -9.42% | 0.33% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 226.93 K | $11.92 M | 7.49% | 0.33% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 221.37 K | $11.63 M | 3.77% | 0.32% |
| LEE-KELLEHER WEALTH MANAGEMENT | 04/14/2026 | 221.35 K | $11.63 M | 3.52% | 0.32% |
| MARINER, LLC | 05/13/2026 | 183.16 K | $9.62 M | -2.68% | 0.27% |
| CX INSTITUTIONAL | 04/06/2026 | 178.69 K | $9.39 M | 0.59% | 0.26% |
| WHITE PINE INVESTMENT CO | 04/20/2026 | 175.40 K | $9.22 M | 1.19% | 0.26% |
| CONCORD ASSET MANAGEMENT, LLC/VA | 05/01/2026 | 172.93 K | $9.09 M | 6.45% | 0.25% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 167.58 K | $8.84 M | 439.86% | 0.25% |
| GOLDSTONE FINANCIAL GROUP, LLC | 04/24/2026 | 161.65 K | $8.49 M | -21.11% | 0.24% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
WisdomTree U.S. MidCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 711 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Dividend Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 4.65 M
MORGAN STANLEY: 2.39 M
UBS Group AG: 1.88 M
LPL Financial LLC: 1.85 M
JONES FINANCIAL COMPANIES LLLP: 1.66 M
Linscomb & Williams, Inc.: 1.58 M
60.20% of WisdomTree U.S. MidCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 66.09 M shares in the last 24 months. This purchase volume represents approximately $3.54 B in transactions.