WisdomTree U.S. SmallCap Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 743.25 K | $50.38 M | 1.09% | 6.93% |
| UBS GROUP AG | 08/13/2026 | 705.78 K | $47.84 M | -1.40% | 6.58% |
| LPL FINANCIAL LLC | 08/07/2026 | 595.60 K | $40.38 M | 0.14% | 5.55% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 492.64 K | $33.40 M | -6.52% | 4.59% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 445.82 K | $30.23 M | -1.54% | 4.16% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 346.94 K | $23.52 M | -4.06% | 3.24% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 340.26 K | $21.38 M | 96.36% | 3.17% |
| KEY FINANCIAL INC | 07/24/2026 | 293.98 K | $19.93 M | 2.06% | 2.74% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 147.59 K | $10.00 M | -27.73% | 1.38% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 144.72 K | $9.81 M | -0.52% | 1.35% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 138.76 K | $9.41 M | -11.41% | 1.29% |
| LINSCOMB & WILLIAMS, INC. | 07/31/2026 | 132.93 K | $9.01 M | -3.91% | 1.24% |
| ROYAL BANK OF CANADA | 08/14/2026 | 132.68 K | $8.99 M | 2.71% | 1.24% |
| MARINER, LLC | 08/13/2026 | 107.32 K | $7.28 M | -13.56% | 1.00% |
| SHORE POINT ADVISORS, LLC | 07/14/2026 | 93.89 K | $6.36 M | -0.42% | 0.88% |
| TOPTIER WEALTH MANAGEMENT, LLC | 07/14/2026 | 93.28 K | $6.32 M | -1.53% | 0.87% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 78.84 K | $5.34 M | -0.08% | 0.74% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 76.58 K | $5.19 M | -2.44% | 0.71% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 74.29 K | $5.04 M | 57.57% | 0.69% |
| AMPLIUS WEALTH ADVISORS, LLC | 07/17/2026 | 65.66 K | $4.45 M | -42.84% | 0.61% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 65.23 K | $4.42 M | 57.48% | 0.61% |
| CULBERTSON A N & CO INC | 07/29/2026 | 61.04 K | $4.14 M | -1.08% | 0.57% |
| NEWSQUARE CAPITAL LLC | 07/28/2026 | 57.36 K | $3.89 M | 2.39% | 0.53% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 50.09 K | $3.40 M | 6.86% | 0.47% |
| JPMORGAN CHASE & CO | 08/12/2026 | 49.36 K | $3.34 M | 1.15% | 0.46% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 47.99 K | $3.25 M | -39.88% | 0.45% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 47.25 K | $3.20 M | 2.72% | 0.44% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 44.59 K | $3.02 M | -41.05% | 0.42% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 39.32 K | $2.67 M | 13.73% | 0.37% |
| CITADEL ADVISORS LLC | 09/02/2026 | 32.59 K | $2.21 M | 211.98% | 0.30% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 28.16 K | $1.90 M | 0.00% | 0.26% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 27.11 K | $1.84 M | -38.66% | 0.25% |
| CREATIVE PLANNING | 08/13/2026 | 25.86 K | $1.75 M | -0.86% | 0.24% |
| OPTIMA CAPITAL LLC | 07/24/2026 | 24.26 K | $1.64 M | 0.04% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 23.38 K | $1.59 M | -3.65% | 0.22% |
| NBC SECURITIES, INC. | 07/21/2026 | 21.89 K | $1.48 M | 4.74% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 20.83 K | $1.41 M | -6.70% | 0.19% |
| NEW PERSPECTIVES, INC | 07/22/2026 | 20.53 K | $1.39 M | -1.82% | 0.19% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 20.21 K | $1.37 M | 100.00% | 0.19% |
| HOWARD WEALTH MANAGEMENT, LLC | 07/21/2026 | 19.18 K | $1.30 M | -0.03% | 0.18% |
| MOLLER FINANCIAL SERVICES | 07/15/2026 | 18.40 K | $1.25 M | 0.00% | 0.17% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 17.89 K | $1.21 M | -0.83% | 0.17% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 07/24/2026 | 16.90 K | $1.15 M | 0.01% | 0.16% |
| THREE BEARINGS FIDUCIARY ADVISORS, INC. | 07/09/2026 | 16.77 K | $1.14 M | -2.17% | 0.16% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 16.76 K | $1.14 M | 213.94% | 0.16% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 15.19 K | $1.03 M | 0.00% | 0.14% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 15.03 K | $1.02 M | -0.15% | 0.14% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 14.54 K | $985.41 K | -1.76% | 0.14% |
| TITLEIST ASSET MANAGEMENT, LLC | 07/20/2026 | 13.86 K | $939.87 K | -0.79% | 0.13% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 12.58 K | $852.47 K | -5.97% | 0.12% |
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WisdomTree U.S. SmallCap Fund institutional Ownership - FAQ's
During the previous two years, 236 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 743,249
UBS Group AG: 705,777
LPL Financial LLC: 595,597
BANK OF AMERICA CORP /DE/: 492,642
AMERIPRISE FINANCIAL INC: 445,820
Cetera Investment Advisers: 346,942
61.49% of WisdomTree U.S. SmallCap Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.43 M shares in the last 24 months. This purchase volume represents approximately $549.45 M in transactions.