WisdomTree U.S. Total 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 | 1.65 M | $139.71 M | 0.47% | 9.80% |
| MORGAN STANLEY | 02/13/2026 | 1.16 M | $98.71 M | 4.74% | 6.92% |
| LPL FINANCIAL LLC | 02/11/2026 | 838.53 K | $71.17 M | 4.91% | 5.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 391.87 K | $33.26 M | 2.47% | 2.33% |
| 626 FINANCIAL, LLC | 02/05/2026 | 313.88 K | $26.64 M | 1.73% | 1.89% |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 02/12/2026 | 268.91 K | $22.83 M | -0.85% | 1.61% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 259.31 K | $22.01 M | 8.15% | 1.55% |
| PINNACLE FINANCIAL GROUP, LLC / IL | 02/05/2026 | 254.65 K | $21.61 M | -2.53% | 1.53% |
| RETIREMENT PLANNING GROUP | 02/03/2026 | 246.99 K | $20.96 M | 6.45% | 1.48% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 199.77 K | $16.96 M | 17.37% | 1.19% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 193.60 K | $16.43 M | 0.05% | 1.16% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 142.54 K | $12.10 M | -10.03% | 0.85% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 140.41 K | $11.92 M | -3.05% | 0.84% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 103.76 K | $8.81 M | 4.90% | 0.62% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 100.93 K | $8.57 M | 70.69% | 0.61% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 02/10/2026 | 101.04 K | $8.58 M | 14.71% | 0.60% |
| VERTEX PLANNING PARTNERS, LLC | 02/17/2026 | 97.27 K | $8.26 M | 1.70% | 0.58% |
| UBS GROUP AG | 01/29/2026 | 91.18 K | $7.74 M | -1.27% | 0.54% |
| ROYAL BANK OF CANADA | 02/17/2026 | 86.76 K | $7.37 M | 22.65% | 0.52% |
| MELONE PRIVATE WEALTH, LLC | 01/07/2026 | 80.20 K | $6.81 M | -43.77% | 0.48% |
| FFG RETIREMENT ADVISORS LLC | 01/12/2026 | 75.56 K | $6.41 M | -1.68% | 0.45% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 73.32 K | $6.22 M | 5.72% | 0.44% |
| JPMORGAN CHASE & CO | 02/11/2026 | 70.49 K | $5.98 M | -7.42% | 0.42% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 68.75 K | $5.84 M | 5.48% | 0.41% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 67.35 K | $5.72 M | 6.77% | 0.40% |
| ENVISION FINANCIAL LLC | 01/07/2026 | 65.53 K | $5.56 M | 3.51% | 0.39% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 58.58 K | $4.97 M | -7.48% | 0.35% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 52.07 K | $4.42 M | 0.00% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 50.31 K | $4.27 M | 0.44% | 0.30% |
| CWM, LLC | 01/26/2026 | 49.06 K | $4.16 M | 7.42% | 0.29% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 39.42 K | $3.35 M | 5.42% | 0.24% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 38.00 K | $3.23 M | 1.16% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 35.02 K | $2.97 M | -2.02% | 0.21% |
| CERTIFIED ADVISORY CORP | 01/12/2026 | 34.03 K | $2.89 M | 2.21% | 0.20% |
| CREATIVE PLANNING | 02/17/2026 | 34.10 K | $2.89 M | 1.32% | 0.20% |
| LCNB CORP | 02/10/2026 | 33.38 K | $2.83 M | 0.00% | 0.20% |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 01/21/2026 | 32.97 K | $2.80 M | 0.13% | 0.20% |
| AVANT CAPITAL LLC | 02/13/2026 | 31.66 K | $2.69 M | 0.58% | 0.19% |
| COLONY GROUP, LLC | 02/13/2026 | 31.16 K | $2.64 M | 3.16% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 29.69 K | $2.52 M | 0.46% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 26.07 K | $2.21 M | -45.66% | 0.16% |
| MARINER, LLC | 02/13/2026 | 24.90 K | $2.11 M | -0.16% | 0.15% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 24.29 K | $2.06 M | -23.07% | 0.15% |
| JANE STREET GROUP, LLC | 02/12/2026 | 22.04 K | $1.87 M | 100.00% | 0.13% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 02/03/2026 | 20.87 K | $1.77 M | 100.00% | 0.13% |
| VERUS CAPITAL PARTNERS, LLC | 02/11/2026 | 19.99 K | $1.70 M | 0.68% | 0.12% |
| SONATA CAPITAL GROUP INC | 01/26/2026 | 19.40 K | $1.65 M | 0.00% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 19.04 K | $1.62 M | 2.05% | 0.11% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 01/13/2026 | 18.62 K | $1.58 M | 0.57% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 18.14 K | $1.57 M | 8.41% | 0.11% |
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WisdomTree U.S. Total Dividend Fund institutional Ownership - FAQ's
During the previous two years, 301 institutional investors and hedge funds held shares of WisdomTree U.S. Total Dividend Fund. The most heavily invested institutionals were:
626 Financial, LLC: 294,902
Connecticut Wealth Management, LLC: 268,910
Retirement Planning Group: 235,615
Kestra Advisory Services, LLC: 224,181
HighTower Advisors, LLC: 180,709
Sanctuary Advisors, LLC: 149,793
51.89% of WisdomTree U.S. Total Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.64 M shares in the last 24 months. This purchase volume represents approximately $935.89 M in transactions.