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/ | 05/18/2026 | 1.51 M | $130.00 M | -8.55% | 9.00% |
| MORGAN STANLEY | 05/15/2026 | 1.22 M | $105.05 M | 4.59% | 7.27% |
| LPL FINANCIAL LLC | 05/06/2026 | 901.08 K | $77.82 M | 7.46% | 5.39% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 372.56 K | $32.17 M | -4.93% | 2.23% |
| 626 FINANCIAL, LLC | 04/23/2026 | 294.90 K | $25.47 M | -6.05% | 1.76% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 273.14 K | $23.59 M | 5.33% | 1.63% |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 05/01/2026 | 268.91 K | $23.22 M | 0.00% | 1.61% |
| PINNACLE FINANCIAL GROUP, LLC / IL | 05/13/2026 | 245.12 K | $21.17 M | -3.74% | 1.47% |
| RETIREMENT PLANNING GROUP | 05/04/2026 | 235.62 K | $20.35 M | -4.60% | 1.41% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 224.18 K | $19.36 M | 12.22% | 1.34% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 180.71 K | $15.61 M | -6.66% | 1.08% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 149.79 K | $12.94 M | 117.88% | 0.90% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 147.41 K | $12.73 M | 101.04% | 0.88% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 143.47 K | $12.39 M | 0.65% | 0.86% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 142.60 K | $12.32 M | 1.56% | 0.85% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 05/11/2026 | 119.07 K | $10.28 M | 17.84% | 0.71% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 102.64 K | $8.86 M | 1.69% | 0.61% |
| VERTEX PLANNING PARTNERS, LLC | 05/15/2026 | 100.00 K | $8.64 M | 2.81% | 0.60% |
| UBS GROUP AG | 05/05/2026 | 95.59 K | $8.25 M | 4.84% | 0.57% |
| MELONE PRIVATE WEALTH, LLC | 04/08/2026 | 83.86 K | $7.24 M | 4.56% | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 76.81 K | $6.63 M | -25.97% | 0.46% |
| JPMORGAN CHASE & CO | 05/13/2026 | 72.32 K | $6.13 M | 2.59% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 71.96 K | $6.21 M | 22.85% | 0.43% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 71.95 K | $6.21 M | 6.83% | 0.43% |
| ROYAL BANK OF CANADA | 05/15/2026 | 69.61 K | $6.01 M | -19.77% | 0.42% |
| FFG RETIREMENT ADVISORS LLC | 04/15/2026 | 60.19 K | $5.20 M | -20.35% | 0.36% |
| ENVISION FINANCIAL LLC | 04/16/2026 | 55.68 K | $4.81 M | -15.04% | 0.33% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 52.47 K | $4.53 M | 4.28% | 0.31% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 52.07 K | $4.50 M | 0.00% | 0.31% |
| CWM, LLC | 05/14/2026 | 48.63 K | $4.20 M | -0.88% | 0.29% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 38.85 K | $3.35 M | -1.45% | 0.23% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 38.00 K | $3.28 M | 0.00% | 0.23% |
| CREATIVE PLANNING | 05/12/2026 | 33.83 K | $2.92 M | -0.78% | 0.20% |
| LCNB CORP | 05/11/2026 | 33.38 K | $2.88 M | 0.00% | 0.20% |
| CERTIFIED ADVISORY CORP | 04/17/2026 | 32.08 K | $2.77 M | -5.72% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 31.91 K | $2.76 M | -8.89% | 0.19% |
| AVANT CAPITAL LLC | 05/12/2026 | 31.01 K | $2.68 M | -2.08% | 0.19% |
| COLONY GROUP, LLC | 05/15/2026 | 30.88 K | $2.70 M | -0.90% | 0.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 29.80 K | $2.57 M | 0.35% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 27.16 K | $2.35 M | 4.18% | 0.16% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 25.95 K | $2.24 M | 100.00% | 0.16% |
| MARINER, LLC | 05/13/2026 | 24.83 K | $2.14 M | -0.29% | 0.15% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 22.22 K | $1.92 M | 107.73% | 0.13% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 04/13/2026 | 20.22 K | $1.76 M | -3.09% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 20.14 K | $1.74 M | 5.79% | 0.12% |
| VERUS CAPITAL PARTNERS, LLC | 05/22/2026 | 20.14 K | $1.74 M | 0.73% | 0.12% |
| SONATA CAPITAL GROUP INC | 04/30/2026 | 19.05 K | $1.65 M | -1.80% | 0.11% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 19.03 K | $1.64 M | -21.68% | 0.11% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 04/20/2026 | 18.70 K | $1.61 M | 0.42% | 0.11% |
| FMR LLC | 05/15/2026 | 18.61 K | $1.61 M | 7.06% | 0.11% |
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WisdomTree U.S. Total Dividend Fund institutional Ownership - FAQ's
During the previous two years, 300 institutional investors and hedge funds held shares of WisdomTree U.S. Total Dividend Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 1.51 M
MORGAN STANLEY: 1.22 M
LPL Financial LLC: 901,077
WELLS FARGO & COMPANY/MN: 372,562
626 Financial, LLC: 294,902
RAYMOND JAMES FINANCIAL INC: 273,140
52.07% of WisdomTree U.S. Total Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.03 M shares in the last 24 months. This purchase volume represents approximately $881.58 M in transactions.