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/ | 08/14/2026 | 4.52 M | $255.60 M | -2.65% | 6.56% |
| MORGAN STANLEY | 08/13/2026 | 2.48 M | $139.90 M | 3.53% | 3.59% |
| UBS GROUP AG | 08/13/2026 | 1.87 M | $105.41 M | -0.96% | 2.71% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 1.83 M | $103.72 M | 10.13% | 2.65% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.76 M | $99.66 M | -4.61% | 2.56% |
| LINSCOMB & WILLIAMS, INC. | 07/31/2026 | 1.53 M | $86.33 M | -3.26% | 2.22% |
| CREATIVE PLANNING | 08/13/2026 | 1.52 M | $85.70 M | -0.13% | 2.20% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.39 M | $78.65 M | 2.82% | 2.02% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.04 M | $58.60 M | 3.29% | 1.50% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 998.78 K | $56.45 M | -0.23% | 1.45% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 862.33 K | $48.74 M | 20.96% | 1.25% |
| KEYBANK NATIONAL ASSOCIATION/OH | 07/28/2026 | 567.32 K | $32.06 M | 10.71% | 0.82% |
| ROYAL BANK OF CANADA | 08/14/2026 | 527.89 K | $29.84 M | 0.31% | 0.77% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 503.82 K | $28.48 M | -3.18% | 0.73% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 478.94 K | $27.07 M | 18.06% | 0.69% |
| IAG WEALTH PARTNERS, LLC | 08/06/2026 | 470.08 K | $26.57 M | -6.12% | 0.68% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 08/14/2026 | 458.20 K | $25.90 M | -1.67% | 0.66% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 439.53 K | $24.84 M | -5.85% | 0.64% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 07/06/2026 | 396.76 K | $22.42 M | 2.24% | 0.58% |
| TRAJAN WEALTH LLC | 08/13/2026 | 372.99 K | $21.08 M | 2.18% | 0.54% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 359.73 K | $20.33 M | 1.50% | 0.52% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 355.86 K | $20.11 M | -0.72% | 0.52% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 350.87 K | $19.83 M | -1.87% | 0.51% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 323.92 K | $18.31 M | -1.53% | 0.47% |
| MARION WEALTH MANAGEMENT | 07/16/2026 | 317.69 K | $17.96 M | 5.91% | 0.46% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 300.15 K | $16.96 M | -1.38% | 0.44% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 291.81 K | $16.49 M | -1.26% | 0.42% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 291.12 K | $16.45 M | 5.88% | 0.42% |
| THREE BEARINGS FIDUCIARY ADVISORS, INC. | 07/09/2026 | 284.24 K | $16.07 M | 0.33% | 0.41% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 282.81 K | $15.98 M | -22.48% | 0.41% |
| JPMORGAN CHASE & CO | 08/12/2026 | 245.56 K | $13.89 M | -6.69% | 0.36% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 242.61 K | $13.71 M | 6.91% | 0.35% |
| DESTINATION WEALTH MANAGEMENT | 08/14/2026 | 239.94 K | $13.56 M | 1.49% | 0.35% |
| AVANTAX PLANNING PARTNERS, INC. | 07/28/2026 | 235.60 K | $13.32 M | 1.09% | 0.34% |
| CONCORD WEALTH PARTNERS | 07/27/2026 | 234.62 K | $13.26 M | -1.07% | 0.34% |
| COLONY GROUP, LLC | 08/12/2026 | 230.96 K | $13.05 M | -12.35% | 0.34% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 07/24/2026 | 229.42 K | $12.97 M | -0.77% | 0.33% |
| PRECEDENT WEALTH PARTNERS, LLC | 07/21/2026 | 223.45 K | $12.63 M | -3.35% | 0.32% |
| LEE-KELLEHER WEALTH MANAGEMENT | 07/10/2026 | 222.95 K | $12.60 M | 0.73% | 0.32% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 214.53 K | $12.13 M | -3.09% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 211.01 K | $11.93 M | -7.20% | 0.31% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 198.30 K | $11.21 M | 18.34% | 0.29% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 191.63 K | $10.83 M | -20.77% | 0.28% |
| CX INSTITUTIONAL | 07/02/2026 | 179.12 K | $10.12 M | 0.24% | 0.26% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 177.70 K | $10.04 M | 198.84% | 0.26% |
| WHITE PINE INVESTMENT CO | 07/20/2026 | 177.55 K | $10.04 M | 1.22% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 177.15 K | $10.01 M | 12.84% | 0.26% |
| CONCORD ASSET MANAGEMENT, LLC/VA | 07/27/2026 | 167.11 K | $9.44 M | -3.37% | 0.24% |
| FAS WEALTH PARTNERS, INC. | 07/29/2026 | 166.63 K | $9.42 M | 12.71% | 0.24% |
| MELONE PRIVATE WEALTH, LLC | 07/09/2026 | 151.89 K | $8.58 M | 0.97% | 0.22% |
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WisdomTree U.S. MidCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 768 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/: 4.52 M
MORGAN STANLEY: 2.48 M
UBS Group AG: 1.87 M
JONES FINANCIAL COMPANIES LLLP: 1.83 M
LPL Financial LLC: 1.76 M
Linscomb & Williams, Inc.: 1.53 M
59.71% of WisdomTree U.S. MidCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 66.97 M shares in the last 24 months. This purchase volume represents approximately $3.59 B in transactions.