WisdomTree U.S. SmallCap Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 735.21 K | $42.68 M | 0.28% | 7.00% |
| UBS GROUP AG | 05/05/2026 | 715.76 K | $41.55 M | -0.67% | 6.82% |
| LPL FINANCIAL LLC | 05/06/2026 | 594.79 K | $34.53 M | 2.52% | 5.67% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 527.00 K | $30.59 M | -3.54% | 5.02% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 452.81 K | $26.29 M | -2.39% | 4.31% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 361.61 K | $20.99 M | -4.08% | 3.45% |
| KEY FINANCIAL INC | 04/24/2026 | 288.04 K | $16.72 M | 1.42% | 2.74% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 204.23 K | $11.85 M | 17.16% | 1.95% |
| SAVANT CAPITAL, LLC | 05/04/2026 | 173.28 K | $10.06 M | -5.11% | 1.65% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 156.63 K | $9.09 M | -1.11% | 1.49% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 145.48 K | $8.44 M | 2.89% | 1.39% |
| LINSCOMB & WILLIAMS, INC. | 05/11/2026 | 138.35 K | $8.03 M | -12.72% | 1.32% |
| ROYAL BANK OF CANADA | 05/15/2026 | 129.17 K | $7.50 M | 27.05% | 1.23% |
| MARINER, LLC | 05/13/2026 | 124.15 K | $7.21 M | 142.51% | 1.18% |
| AMPLIUS WEALTH ADVISORS, LLC | 04/13/2026 | 114.87 K | $6.67 M | -3.79% | 1.14% |
| SHORE POINT ADVISORS, LLC | 04/08/2026 | 94.29 K | $5.47 M | -64.25% | 0.94% |
| 05/06/2026 | 94.73 K | $5.50 M | -0.33% | 0.90% | |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 79.83 K | $4.63 M | 9.06% | 0.76% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 78.90 K | $4.58 M | -0.25% | 0.75% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 75.64 K | $4.39 M | 17.09% | 0.75% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 78.50 K | $4.56 M | 1.05% | 0.75% |
| CULBERTSON A N & CO INC | 05/12/2026 | 61.71 K | $3.58 M | -0.17% | 0.59% |
| NEWSQUARE CAPITAL LLC | 05/08/2026 | 56.02 K | $3.25 M | 4.29% | 0.53% |
| JPMORGAN CHASE & CO | 05/13/2026 | 48.80 K | $2.78 M | 8.93% | 0.46% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 47.15 K | $2.74 M | 819.42% | 0.45% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 46.88 K | $2.72 M | 1.60% | 0.45% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 46.00 K | $2.67 M | -6.38% | 0.44% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 44.20 K | $2.57 M | -2.01% | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 41.42 K | $2.40 M | -2.69% | 0.39% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 34.58 K | $2.01 M | 0.00% | 0.33% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 28.16 K | $1.61 M | 12.16% | 0.27% |
| CREATIVE PLANNING | 05/12/2026 | 26.08 K | $1.51 M | 0.82% | 0.25% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 24.26 K | $1.41 M | 5.39% | 0.23% |
| OPTIMA CAPITAL LLC | 05/05/2026 | 24.25 K | $1.41 M | 0.02% | 0.23% |
| CLARIS FINANCIAL LLC | 05/18/2026 | 24.22 K | $1.41 M | -0.89% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 22.33 K | $1.30 M | 1.57% | 0.21% |
| NEW PERSPECTIVES, INC | 04/21/2026 | 20.91 K | $1.21 M | -4.63% | 0.21% |
| NBC SECURITIES, INC. | 04/14/2026 | 20.90 K | $1.21 M | 17.65% | 0.21% |
| HOWARD WEALTH MANAGEMENT, LLC | 05/11/2026 | 19.18 K | $1.11 M | 0.07% | 0.18% |
| MOLLER FINANCIAL SERVICES | 04/14/2026 | 18.40 K | $1.07 M | 0.00% | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 18.50 K | $1.07 M | 83.17% | 0.18% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 18.04 K | $1.05 M | -0.49% | 0.17% |
| 06/11/2026 | 17.15 K | $995.30 K | 0.00% | 0.16% | |
| AVIDIAN WEALTH SOLUTIONS, LLC | 05/07/2026 | 16.90 K | $980.79 K | 100.00% | 0.16% |
| CWM, LLC | 05/14/2026 | 15.51 K | $900.13 K | 0.01% | 0.15% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 15.19 K | $881.53 K | 1,621.77% | 0.14% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 15.05 K | $873.69 K | 0.15% | 0.14% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 14.80 K | $858.89 K | -2.15% | 0.14% |
| JANE STREET GROUP, LLC | 05/12/2026 | 14.58 K | $846.23 K | -38.86% | 0.14% |
| TITLEIST ASSET MANAGEMENT, LLC | 04/30/2026 | 13.97 K | $811.19 K | 3.50% | 0.13% |
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WisdomTree U.S. SmallCap Fund institutional Ownership - FAQ's
During the previous two years, 217 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 735,205
UBS Group AG: 715,763
LPL Financial LLC: 594,789
BANK OF AMERICA CORP /DE/: 526,995
AMERIPRISE FINANCIAL INC: 452,810
Cetera Investment Advisers: 361,609
65.75% of WisdomTree U.S. SmallCap Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.30 M shares in the last 24 months. This purchase volume represents approximately $541.85 M in transactions.