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/ | 08/14/2026 | 1.51 M | $140.63 M | 0.19% | 8.91% |
| MORGAN STANLEY | 08/13/2026 | 1.24 M | $115.66 M | 1.97% | 7.32% |
| LPL FINANCIAL LLC | 08/07/2026 | 917.13 K | $85.52 M | 1.78% | 5.42% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 369.58 K | $34.46 M | -0.80% | 2.18% |
| 626 FINANCIAL, LLC | 07/27/2026 | 305.79 K | $28.51 M | 3.69% | 1.81% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 280.65 K | $26.17 M | 2.75% | 1.66% |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 07/29/2026 | 266.74 K | $24.87 M | -0.81% | 1.58% |
| PINNACLE FINANCIAL GROUP, LLC / IL | 07/30/2026 | 240.72 K | $22.45 M | -1.79% | 1.42% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 202.65 K | $18.90 M | -9.61% | 1.20% |
| RETIREMENT PLANNING GROUP, LLC | 08/05/2026 | 201.90 K | $18.83 M | -14.31% | 1.19% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 162.33 K | $15.14 M | -10.17% | 0.96% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 145.77 K | $13.59 M | 1.60% | 0.86% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 141.01 K | $13.15 M | 100.00% | 0.83% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 137.08 K | $12.78 M | -3.87% | 0.81% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 126.86 K | $11.83 M | 6.54% | 0.75% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 123.90 K | $11.56 M | 61.30% | 0.73% |
| VERTEX PLANNING PARTNERS, LLC | 08/14/2026 | 117.05 K | $10.91 M | 17.05% | 0.69% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 106.94 K | $9.97 M | 4.20% | 0.63% |
| UBS GROUP AG | 08/13/2026 | 95.53 K | $8.91 M | -0.06% | 0.56% |
| MELONE PRIVATE WEALTH, LLC | 07/09/2026 | 83.01 K | $7.74 M | -1.01% | 0.49% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 79.23 K | $7.39 M | 1,543.09% | 0.46% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 76.97 K | $7.18 M | 6.96% | 0.45% |
| JPMORGAN CHASE & CO | 08/12/2026 | 75.91 K | $7.09 M | 4.96% | 0.45% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 71.95 K | $6.71 M | 0.00% | 0.42% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 64.98 K | $6.06 M | -55.92% | 0.38% |
| ROYAL BANK OF CANADA | 08/14/2026 | 63.82 K | $5.95 M | -8.32% | 0.38% |
| FFG RETIREMENT ADVISORS LLC | 07/09/2026 | 59.77 K | $5.57 M | -0.69% | 0.35% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 53.21 K | $4.96 M | 1.43% | 0.31% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 52.07 K | $4.86 M | 0.00% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 48.82 K | $4.55 M | 79.79% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 46.76 K | $4.36 M | 1,720.01% | 0.28% |
| ENVISION FINANCIAL LLC | 07/10/2026 | 44.11 K | $4.11 M | -20.78% | 0.26% |
| CORIENT PRIVATE WEALTH LP | 08/17/2026 | 38.00 K | $3.54 M | 0.00% | 0.22% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 37.52 K | $3.50 M | -3.41% | 0.22% |
| CREATIVE PLANNING | 08/13/2026 | 34.42 K | $3.21 M | 1.74% | 0.20% |
| CERTIFIED ADVISORY CORP | 07/16/2026 | 31.92 K | $2.98 M | -0.51% | 0.19% |
| LCNB CORP | 08/10/2026 | 31.73 K | $2.96 M | -4.96% | 0.19% |
| AVANT CAPITAL LLC | 08/12/2026 | 31.57 K | $2.94 M | 1.82% | 0.19% |
| FOCUS PARTNERS WEALTH | 08/12/2026 | 31.30 K | $2.92 M | 1.35% | 0.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 31.18 K | $2.91 M | 4.63% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 30.36 K | $2.83 M | -4.85% | 0.18% |
| CITADEL ADVISORS LLC | 09/02/2026 | 26.11 K | $2.43 M | 132.18% | 0.15% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 08/13/2026 | 25.95 K | $2.42 M | 0.00% | 0.15% |
| MARINER, LLC | 08/13/2026 | 25.14 K | $2.34 M | 1.25% | 0.15% |
| ITAU UNIBANCO HOLDING S.A. | 08/14/2026 | 23.54 K | $2.19 M | 100.00% | 0.14% |
| FMR LLC | 08/13/2026 | 20.76 K | $1.94 M | 11.52% | 0.12% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 08/10/2026 | 20.33 K | $1.90 M | 0.55% | 0.12% |
| VERUS CAPITAL PARTNERS, LLC | 08/06/2026 | 19.32 K | $1.80 M | -4.07% | 0.11% |
| SONATA CAPITAL GROUP INC | 07/24/2026 | 19.05 K | $1.78 M | 0.00% | 0.11% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 07/13/2026 | 18.79 K | $1.75 M | 0.50% | 0.11% |
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WisdomTree U.S. Total Dividend Fund institutional Ownership - FAQ's
During the previous two years, 272 institutional investors and hedge funds held shares of WisdomTree U.S. Total Dividend Fund. The most heavily invested institutionals were:
626 Financial, LLC: 307,016
Pinnacle Financial Group, LLC / IL: 236,622
Kestra Advisory Services, LLC: 200,730
Cambridge Investment Research Advisors, Inc.: 100,742
Creative Planning: 33,820
COMMONWEALTH EQUITY SERVICES, LLC: 31,833
51.96% of WisdomTree U.S. Total Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.32 M shares in the last 24 months. This purchase volume represents approximately $819.08 M in transactions.