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/ | 02/17/2026 | 4.68 M | $241.37 M | -0.35% | 6.90% |
| MORGAN STANLEY | 02/13/2026 | 2.37 M | $122.55 M | 1.24% | 3.50% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.95 M | $100.61 M | -2.00% | 2.87% |
| LINSCOMB & WILLIAMS, INC. | 02/10/2026 | 1.84 M | $95.18 M | 0.86% | 2.71% |
| UBS GROUP AG | 01/29/2026 | 1.73 M | $89.32 M | -1.99% | 2.55% |
| CREATIVE PLANNING | 02/17/2026 | 1.52 M | $78.36 M | -0.18% | 2.25% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.38 M | $71.28 M | -0.52% | 2.05% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 1.35 M | $69.52 M | 14.94% | 2.00% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.11 M | $57.53 M | 5.44% | 1.65% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 998.42 K | $51.52 M | 6.74% | 1.47% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 615.61 K | $31.77 M | 7.39% | 0.91% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 586.91 K | $30.28 M | -3.65% | 0.87% |
| ROYAL BANK OF CANADA | 02/17/2026 | 571.66 K | $29.50 M | -4.52% | 0.84% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 550.30 K | $28.40 M | -0.48% | 0.81% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 549.47 K | $28.35 M | 0.45% | 0.81% |
| KEYBANK NATIONAL ASSOCIATION/OH | 01/30/2026 | 508.26 K | $26.23 M | 1.71% | 0.74% |
| IAG WEALTH PARTNERS, LLC | 02/10/2026 | 493.20 K | $25.45 M | 1.62% | 0.73% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 02/09/2026 | 490.75 K | $25.32 M | -3.43% | 0.72% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 375.67 K | $19.39 M | 1.07% | 0.55% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 01/21/2026 | 371.54 K | $19.17 M | 2.04% | 0.54% |
| TRAJAN WEALTH LLC | 02/06/2026 | 357.90 K | $18.47 M | -0.85% | 0.53% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 342.79 K | $17.69 M | -25.18% | 0.51% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 336.76 K | $17.38 M | -1.46% | 0.50% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 335.47 K | $17.31 M | 8.95% | 0.49% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 332.46 K | $17.15 M | -1.34% | 0.49% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 312.69 K | $16.13 M | -16.84% | 0.46% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 303.08 K | $15.64 M | -1.93% | 0.45% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 292.14 K | $15.07 M | -14.22% | 0.43% |
| JPMORGAN CHASE & CO | 02/11/2026 | 292.13 K | $15.07 M | -13.78% | 0.43% |
| MARION WEALTH MANAGEMENT | 01/26/2026 | 278.24 K | $14.99 M | 2.48% | 0.41% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 275.01 K | $14.19 M | 0.43% | 0.40% |
| LIDO ADVISORS, LLC | 02/10/2026 | 268.54 K | $14.04 M | -0.17% | 0.40% |
| COLONY GROUP, LLC | 02/13/2026 | 264.19 K | $13.63 M | -5.12% | 0.39% |
| PRECEDENT WEALTH PARTNERS, LLC | 01/07/2026 | 251.33 K | $12.97 M | -8.59% | 0.37% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 251.04 K | $12.95 M | 5.16% | 0.37% |
| DESTINATION WEALTH MANAGEMENT | 02/13/2026 | 237.07 K | $12.23 M | 2.31% | 0.35% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 228.99 K | $11.82 M | 83.22% | 0.34% |
| CONCORD WEALTH PARTNERS | 01/29/2026 | 229.00 K | $11.82 M | -1.27% | 0.34% |
| AVANTAX PLANNING PARTNERS, INC. | 02/05/2026 | 227.25 K | $11.73 M | -2.33% | 0.33% |
| EASTERN BANK | 01/14/2026 | 221.67 K | $11.44 M | 100.00% | 0.32% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 213.34 K | $11.02 M | -4.35% | 0.32% |
| LEE-KELLEHER WEALTH MANAGEMENT | 01/14/2026 | 213.82 K | $11.03 M | 4.86% | 0.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 213.72 K | $11.35 M | -5.52% | 0.31% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 211.13 K | $10.89 M | 3.81% | 0.31% |
| GOLDSTONE FINANCIAL GROUP, LLC | 02/13/2026 | 204.91 K | $10.57 M | 6.48% | 0.30% |
| MARINER, LLC | 02/13/2026 | 188.21 K | $9.71 M | 58.49% | 0.28% |
| CX INSTITUTIONAL | 02/02/2026 | 177.64 K | $9.17 M | -2.89% | 0.26% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 177.51 K | $9.22 M | 388.16% | 0.26% |
| WHITE PINE INVESTMENT CO | 01/28/2026 | 173.34 K | $8.94 M | 2.25% | 0.25% |
| CONCORD ASSET MANAGEMENT, LLC/VA | 01/29/2026 | 162.45 K | $8.38 M | -1.81% | 0.24% |
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WisdomTree U.S. MidCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 728 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Dividend Fund. The most heavily invested institutionals were:
UBS Group AG: 1.88 M
COMMONWEALTH EQUITY SERVICES, LLC: 520,381
KEYBANK NATIONAL ASSOCIATION/OH: 512,431
IAG Wealth Partners, LLC: 500,699
Stonebridge Financial Group, LLC: 388,062
Kestra Advisory Services, LLC: 364,806
60.03% of WisdomTree U.S. MidCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 67.46 M shares in the last 24 months. This purchase volume represents approximately $3.61 B in transactions.