WisdomTree U.S. Quality Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RETIREMENT PLANNING GROUP | 02/03/2026 | 4.21 M | $247.25 M | 2.94% | 13.74% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 3.47 M | $203.84 M | 3.50% | 11.33% |
| LPL FINANCIAL LLC | 02/11/2026 | 2.82 M | $165.32 M | 8.90% | 9.19% |
| TRUST POINT INC. | 01/13/2026 | 2.62 M | $153.74 M | -0.66% | 8.54% |
| MORGAN STANLEY | 02/13/2026 | 2.34 M | $137.56 M | 3.68% | 7.65% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.57 M | $92.38 M | 1.80% | 5.13% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 1.15 M | $67.67 M | 28.08% | 3.76% |
| RVW WEALTH, LLC | 01/12/2026 | 1.08 M | $63.49 M | -7.09% | 3.53% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/16/2026 | 723.46 K | $42.45 M | 15,576.36% | 2.36% |
| HORIZON WEALTH MANAGEMENT, LLC | 02/04/2026 | 514.96 K | $30.21 M | 100.00% | 1.68% |
| COLUMBIA ADVISORY PARTNERS LLC | 01/22/2026 | 402.50 K | $23.61 M | 11.18% | 1.31% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 02/11/2026 | 382.61 K | $22.45 M | -0.03% | 1.25% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 374.51 K | $21.97 M | 697.00% | 1.22% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 371.38 K | $21.79 M | 333.07% | 1.21% |
| LEGACY FINANCIAL ADVISORS, INC. | 02/04/2026 | 328.14 K | $19.25 M | -5.42% | 1.07% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 02/10/2026 | 309.71 K | $18.17 M | -2.00% | 1.01% |
| ETESIAN WEALTH ADVISORS, INC. | 02/11/2026 | 285.34 K | $16.74 M | 13.34% | 0.93% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 283.70 K | $16.64 M | 5.92% | 0.93% |
| INSIGHT ADVISORS, LLC/ PA | 02/11/2026 | 275.02 K | $16.14 M | -0.16% | 0.90% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 261.91 K | $15.49 M | 1.76% | 0.85% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 256.35 K | $15.04 M | 3.07% | 0.84% |
| 02/13/2026 | 253.50 K | $14.87 M | 100.00% | 0.83% | |
| 02/10/2026 | 218.95 K | $12.85 M | 100.00% | 0.71% | |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 02/06/2026 | 213.90 K | $12.55 M | -0.93% | 0.70% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 195.96 K | $11.50 M | 1.56% | 0.64% |
| TRU INDEPENDENCE LLC | 01/22/2026 | 183.39 K | $10.76 M | 2.41% | 0.60% |
| UBS GROUP AG | 01/29/2026 | 175.77 K | $10.31 M | 16.12% | 0.57% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 01/26/2026 | 174.53 K | $10.24 M | 1.79% | 0.57% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 167.46 K | $9.87 M | 62.79% | 0.55% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 152.42 K | $8.94 M | 5.83% | 0.50% |
| CWM, LLC | 01/26/2026 | 144.43 K | $8.47 M | 89.85% | 0.47% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 137.74 K | $8.08 M | -7.34% | 0.45% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 103.32 K | $6.06 M | 0.73% | 0.34% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 99.36 K | $5.83 M | 2,323.41% | 0.32% |
| VERICREST PRIVATE WEALTH | 03/12/2026 | 98.97 K | $5.81 M | 100.00% | 0.32% |
| NBC SECURITIES, INC. | 01/29/2026 | 88.01 K | $5.16 M | 0.74% | 0.29% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 86.32 K | $5.06 M | -11.82% | 0.28% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 82.58 K | $4.84 M | -1.01% | 0.27% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 75.56 K | $4.43 M | 0.73% | 0.25% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 71.80 K | $4.21 M | 0.02% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 70.59 K | $4.14 M | 20.75% | 0.23% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 61.33 K | $3.60 M | 0.55% | 0.20% |
| MGO ONE SEVEN LLC | 02/03/2026 | 60.66 K | $3.56 M | 6.41% | 0.20% |
| HEROLD ADVISORS, INC. | 02/17/2026 | 55.15 K | $3.24 M | 6.02% | 0.18% |
| COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 01/29/2026 | 46.42 K | $2.72 M | 2.32% | 0.15% |
| TD CAPITAL MANAGEMENT LLC | 02/26/2026 | 45.96 K | $2.70 M | 12.71% | 0.15% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 43.41 K | $2.55 M | 15.90% | 0.14% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 38.61 K | $2.27 M | -2.59% | 0.13% |
| RFG ADVISORY, LLC | 02/03/2026 | 37.39 K | $2.19 M | 10.40% | 0.12% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 34.69 K | $2.04 M | -1.64% | 0.11% |
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WisdomTree U.S. Quality Growth Fund institutional Ownership - FAQ's
During the previous two years, 157 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Growth Fund. The most heavily invested institutionals were:
Retirement Planning Group: 4.33 M
HighTower Advisors, LLC: 3.55 M
Trust Point Inc.: 2.51 M
Private Advisor Group, LLC: 1.3 M
RVW Wealth, LLC: 1.07 M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 1.02 M
91.37% of WisdomTree U.S. Quality Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 40.28 M shares in the last 24 months. This purchase volume represents approximately $2.29 B in transactions.