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 | 05/04/2026 | 4.33 M | $231.40 M | 2.77% | 12.95% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 3.55 M | $189.64 M | 2.15% | 10.61% |
| LPL FINANCIAL LLC | 05/06/2026 | 3.45 M | $184.40 M | 22.48% | 10.32% |
| MORGAN STANLEY | 05/15/2026 | 2.84 M | $151.94 M | 21.28% | 8.50% |
| TRUST POINT INC. | 04/15/2026 | 2.51 M | $134.11 M | -4.21% | 7.51% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.04 M | $108.96 M | 29.52% | 6.10% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 1.30 M | $69.58 M | 12.90% | 3.89% |
| RVW WEALTH, LLC | 04/08/2026 | 1.07 M | $56.94 M | -1.52% | 3.19% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 05/04/2026 | 1.02 M | $54.55 M | 41.13% | 3.05% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 792.21 K | $42.33 M | 419.74% | 2.37% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 536.66 K | $28.67 M | 289.61% | 1.60% |
| UBS GROUP AG | 05/05/2026 | 527.36 K | $28.18 M | 200.03% | 1.58% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 506.03 K | $27.04 M | 409.29% | 1.51% |
| COLUMBIA ADVISORY PARTNERS LLC | 04/23/2026 | 426.05 K | $22.76 M | 5.85% | 1.27% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 390.63 K | $20.87 M | 5.18% | 1.17% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 05/13/2026 | 359.27 K | $19.20 M | -6.10% | 1.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 356.45 K | $19.05 M | -4.82% | 1.07% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 05/06/2026 | 336.08 K | $17.96 M | 8.52% | 1.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 333.75 K | $17.83 M | 30.19% | 1.00% |
| LEGACY FINANCIAL ADVISORS, INC. | 04/30/2026 | 333.34 K | $17.81 M | 1.58% | 1.00% |
| ETESIAN WEALTH ADVISORS, INC. | 04/23/2026 | 294.80 K | $15.75 M | 3.31% | 0.88% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 277.41 K | $14.21 M | 5.92% | 0.83% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 276.49 K | $14.77 M | -2.54% | 0.83% |
| 05/15/2026 | 264.81 K | $14.15 M | 4.46% | 0.79% | |
| 05/12/2026 | 241.77 K | $12.92 M | 10.42% | 0.72% | |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 05/04/2026 | 236.17 K | $12.62 M | 10.41% | 0.71% |
| CWM, LLC | 05/14/2026 | 207.23 K | $11.07 M | 43.48% | 0.62% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 203.05 K | $10.98 M | 21.25% | 0.61% |
| TRU INDEPENDENCE LLC | 04/22/2026 | 199.03 K | $10.63 M | 8.53% | 0.60% |
| 05/13/2026 | 197.21 K | $10.54 M | 100.00% | 0.59% | |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 193.06 K | $10.31 M | -1.48% | 0.58% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 04/10/2026 | 185.69 K | $9.92 M | 6.40% | 0.56% |
| US BANCORP \DE\ | 05/15/2026 | 181.95 K | $9.72 M | 100.00% | 0.54% |
| CENTURION WEALTH MANAGEMENT LLC | 04/13/2026 | 112.20 K | $5.99 M | 100.00% | 0.34% |
| VERICREST PRIVATE WEALTH | 05/07/2026 | 110.01 K | $5.88 M | 11.16% | 0.33% |
| NBC SECURITIES, INC. | 04/14/2026 | 109.00 K | $5.82 M | 23.86% | 0.33% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 91.93 K | $4.91 M | 514.70% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 89.46 K | $4.78 M | 26.73% | 0.27% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 80.42 K | $4.30 M | -2.61% | 0.24% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 74.36 K | $3.97 M | -1.58% | 0.22% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 73.36 K | $3.92 M | 2.17% | 0.22% |
| MGO ONE SEVEN LLC | 05/14/2026 | 66.73 K | $3.57 M | 9.99% | 0.20% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 64.19 K | $3.77 M | 47.89% | 0.19% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 63.52 K | $3.39 M | 3.56% | 0.19% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 60.60 K | $3.24 M | 9.87% | 0.18% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 54.95 K | $3.22 M | 100.06% | 0.16% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/28/2026 | 54.49 K | $2.91 M | 4,646.78% | 0.16% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 54.15 K | $2.89 M | 498.34% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 52.28 K | $2.79 M | 53.87% | 0.16% |
| TD CAPITAL MANAGEMENT LLC | 05/11/2026 | 48.83 K | $2.61 M | 6.25% | 0.15% |
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WisdomTree U.S. Quality Growth Fund institutional Ownership - FAQ's
During the previous two years, 169 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Growth Fund. The most heavily invested institutionals were:
Retirement Planning Group: 4.54 M
Trust Point Inc.: 2.48 M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 1.16 M
Private Advisor Group, LLC: 1.11 M
RVW Wealth, LLC: 1.07 M
ENVESTNET ASSET MANAGEMENT INC: 681,763
105.20% of WisdomTree U.S. Quality Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 33.20 M shares in the last 24 months. This purchase volume represents approximately $1.89 B in transactions.