WisdomTree U.S. Quality Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 4.84 M | $319.36 M | 40.14% | 14.46% |
| RETIREMENT PLANNING GROUP | 08/05/2026 | 4.54 M | $299.82 M | 4.84% | 13.58% |
| MORGAN STANLEY | 08/13/2026 | 3.14 M | $207.59 M | 10.56% | 9.40% |
| TRUST POINT INC. | 07/08/2026 | 2.48 M | $163.62 M | -1.28% | 7.41% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.14 M | $141.10 M | 4.78% | 6.39% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 07/15/2026 | 1.16 M | $76.61 M | 13.63% | 3.47% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 1.11 M | $73.50 M | -14.52% | 3.33% |
| RVW WEALTH, LLC | 07/08/2026 | 1.07 M | $70.87 M | 0.71% | 3.21% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 912.15 K | $60.23 M | 15.14% | 2.73% |
| SNS FINANCIAL GROUP, LLC | 08/11/2026 | 692.58 K | $45.73 M | 100.00% | 2.07% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 681.76 K | $45.02 M | 27.04% | 2.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 548.80 K | $36.24 M | 8.45% | 1.64% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 540.52 K | $35.69 M | -84.77% | 1.62% |
| UBS GROUP AG | 08/13/2026 | 516.48 K | $34.10 M | -2.06% | 1.54% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 475.74 K | $31.41 M | 42.54% | 1.42% |
| COLUMBIA ADVISORY PARTNERS LLC | 07/23/2026 | 436.64 K | $28.83 M | 2.49% | 1.31% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 429.39 K | $28.35 M | 9.92% | 1.28% |
| QUATTRO ADVISORS LLC | 08/14/2026 | 363.18 K | $23.98 M | 37.15% | 1.09% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 08/14/2026 | 360.79 K | $23.82 M | 0.42% | 1.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 357.50 K | $23.61 M | 0.30% | 1.07% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 07/14/2026 | 345.39 K | $22.81 M | 2.77% | 1.03% |
| LEGACY FINANCIAL ADVISORS, INC. | 08/05/2026 | 336.73 K | $22.23 M | 1.02% | 1.01% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 300.76 K | $19.86 M | 227.16% | 0.90% |
| ETESIAN WEALTH ADVISORS, INC. | 07/23/2026 | 297.73 K | $19.66 M | 0.99% | 0.89% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 277.41 K | $18.08 M | 0.00% | 0.83% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 07/24/2026 | 257.03 K | $16.97 M | 8.83% | 0.77% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 252.71 K | $16.69 M | -8.60% | 0.76% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 237.60 K | $15.69 M | 17.02% | 0.71% |
| RESOLUTE CAPITAL, LLC | 07/29/2026 | 211.83 K | $13.99 M | -12.39% | 0.63% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 205.99 K | $13.60 M | 4,924.07% | 0.62% |
| GLR PARTNERS, LLC | 07/27/2026 | 205.60 K | $13.58 M | 4.25% | 0.61% |
| TRU INDEPENDENCE LLC | 08/10/2026 | 196.02 K | $12.94 M | -1.52% | 0.59% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 193.73 K | $12.79 M | 0.35% | 0.58% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 07/14/2026 | 190.50 K | $12.58 M | 2.59% | 0.57% |
| US BANCORP \DE\ | 08/12/2026 | 181.42 K | $11.98 M | -0.29% | 0.54% |
| CENTURION WEALTH MANAGEMENT LLC | 07/09/2026 | 161.51 K | $10.66 M | 43.95% | 0.48% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 148.89 K | $9.83 M | 218.31% | 0.45% |
| NBC SECURITIES, INC. | 07/21/2026 | 131.12 K | $8.66 M | 20.29% | 0.39% |
| VERICREST PRIVATE WEALTH | 07/28/2026 | 127.61 K | $8.43 M | 16.00% | 0.38% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 95.52 K | $6.31 M | 417.04% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 92.30 K | $6.10 M | 3.18% | 0.28% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 83.92 K | $5.54 M | 12.85% | 0.25% |
| KPP ADVISORY SERVICES LLC | 07/24/2026 | 79.19 K | $5.23 M | 108.54% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 77.21 K | $5.10 M | 47.69% | 0.23% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 76.88 K | $4.11 M | 39.92% | 0.23% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 73.67 K | $4.86 M | 36.04% | 0.22% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 73.09 K | $4.83 M | -0.37% | 0.22% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 70.84 K | $4.68 M | 10.36% | 0.21% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 67.40 K | $4.45 M | 11.23% | 0.20% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 63.31 K | $4.18 M | -0.33% | 0.19% |
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WisdomTree U.S. Quality Growth Fund institutional Ownership - FAQ's
During the previous two years, 191 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Growth Fund. The most heavily invested institutionals were:
LPL Financial LLC: 4.84 M
Retirement Planning Group: 4.54 M
MORGAN STANLEY: 3.14 M
Trust Point Inc.: 2.48 M
BANK OF AMERICA CORP /DE/: 2.14 M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 1.16 M
99.62% of WisdomTree U.S. Quality Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 37.15 M shares in the last 24 months. This purchase volume represents approximately $2.11 B in transactions.