WisdomTree U.S. SmallCap Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 733.14 K | $41.74 M | -3.71% | 6.64% |
| UBS GROUP AG | 01/29/2026 | 720.59 K | $41.02 M | -1.44% | 6.52% |
| LPL FINANCIAL LLC | 02/11/2026 | 580.19 K | $33.03 M | 5.24% | 5.30% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 546.34 K | $31.10 M | -2.54% | 4.95% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 463.89 K | $26.41 M | -0.89% | 4.14% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 377.00 K | $21.46 M | 2.94% | 3.41% |
| KEY FINANCIAL INC | 02/09/2026 | 284.01 K | $16.17 M | 3.11% | 2.60% |
| SHORE POINT ADVISORS, LLC | 01/23/2026 | 263.73 K | $15.01 M | -0.28% | 2.51% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 182.62 K | $10.40 M | -7.62% | 1.67% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 174.32 K | $9.92 M | 3.88% | 1.56% |
| LINSCOMB & WILLIAMS, INC. | 02/10/2026 | 158.50 K | $9.02 M | -3.67% | 1.45% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 158.40 K | $9.02 M | 26.48% | 1.43% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 141.39 K | $8.05 M | 15.17% | 1.28% |
| AMPLIUS WEALTH ADVISORS, LLC | 01/12/2026 | 119.39 K | $6.80 M | -2.37% | 1.14% |
| ROYAL BANK OF CANADA | 02/17/2026 | 101.68 K | $5.79 M | -8.04% | 0.92% |
| 02/12/2026 | 95.04 K | $5.41 M | 100.00% | 0.87% | |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 79.11 K | $4.50 M | -0.20% | 0.72% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 77.68 K | $4.42 M | -31.51% | 0.70% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 73.19 K | $4.17 M | 17.62% | 0.65% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 64.59 K | $3.68 M | 100.00% | 0.61% |
| CULBERTSON A N & CO INC | 01/21/2026 | 61.81 K | $3.52 M | -1.04% | 0.59% |
| INSIGHT ADVISORS, LLC/ PA | 02/11/2026 | 54.19 K | $3.09 M | 34.67% | 0.50% |
| NEWSQUARE CAPITAL LLC | 02/17/2026 | 53.71 K | $3.06 M | 9.98% | 0.48% |
| MARINER, LLC | 02/13/2026 | 51.19 K | $2.91 M | 846.79% | 0.47% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 49.13 K | $2.80 M | -0.39% | 0.45% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 46.14 K | $2.63 M | 379.96% | 0.44% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 45.10 K | $2.57 M | -10.61% | 0.43% |
| JPMORGAN CHASE & CO | 02/11/2026 | 44.80 K | $2.55 M | -0.26% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 42.57 K | $2.42 M | -4.85% | 0.39% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 34.58 K | $1.97 M | 0.00% | 0.31% |
| CREATIVE PLANNING | 02/17/2026 | 25.87 K | $1.47 M | 1.71% | 0.23% |
| OPTIMA CAPITAL LLC | 01/23/2026 | 24.24 K | $1.38 M | 0.04% | 0.23% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 25.11 K | $1.44 M | 35.75% | 0.23% |
| JANE STREET GROUP, LLC | 02/12/2026 | 23.84 K | $1.36 M | 100.00% | 0.23% |
| CLARIS FINANCIAL LLC | 02/19/2026 | 24.44 K | $1.39 M | -49.93% | 0.22% |
| NEW PERSPECTIVES, INC | 01/28/2026 | 21.93 K | $1.25 M | -6.15% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 23.02 K | $1.31 M | 25.93% | 0.21% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 22.40 K | $1.28 M | -5.03% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 21.98 K | $1.25 M | -12.38% | 0.20% |
| HOWARD WEALTH MANAGEMENT, LLC | 01/29/2026 | 19.17 K | $1.09 M | 0.00% | 0.18% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 18.47 K | $1.05 M | 64.23% | 0.18% |
| MOLLER FINANCIAL SERVICES | 01/08/2026 | 18.40 K | $1.05 M | -0.24% | 0.18% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 18.13 K | $1.03 M | -3.58% | 0.16% |
| NBC SECURITIES, INC. | 01/29/2026 | 17.76 K | $1.01 M | 55.96% | 0.16% |
| FOREFRONT ANALYTICS, LLC | 02/17/2026 | 17.76 K | $1.01 M | -0.89% | 0.16% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 15.03 K | $855.60 K | 0.00% | 0.14% |
| CWM, LLC | 01/26/2026 | 15.51 K | $883.00 K | 24.01% | 0.14% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 15.12 K | $860.87 K | -1.82% | 0.14% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 14.49 K | $825.11 K | -1.86% | 0.14% |
| TITLEIST ASSET MANAGEMENT, LLC | 02/12/2026 | 13.50 K | $768.61 K | 100.00% | 0.12% |
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WisdomTree U.S. SmallCap Fund institutional Ownership - FAQ's
During the previous two years, 222 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Fund. The most heavily invested institutionals were:
UBS Group AG: 715,763
Key FInancial Inc: 288,039
Savant Capital, LLC: 173,284
Amplius Wealth Advisors, LLC: 114,870
Shore Point Advisors, LLC: 94,288
Private Advisor Group, LLC: 79,828
63.70% of WisdomTree U.S. SmallCap Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.26 M shares in the last 24 months. This purchase volume represents approximately $539.32 M in transactions.