WisdomTree U.S. Quality Dividend Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 15.76 M | $1.40 B | -20.38% | 8.54% |
| LPL FINANCIAL LLC | 11/12/2025 | 12.37 M | $1.10 B | -0.79% | 6.71% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 11.98 M | $1.07 B | -3.53% | 6.50% |
| MORGAN STANLEY | 11/14/2025 | 8.48 M | $754.75 M | -2.18% | 4.60% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 7.12 M | $633.66 M | 2.65% | 3.86% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 3.42 M | $304.57 M | -3.30% | 1.86% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 2.91 M | $259.28 M | 2.30% | 1.58% |
| UBS GROUP AG | 11/13/2025 | 2.54 M | $225.93 M | 4.22% | 1.38% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 2.45 M | $217.86 M | 25.31% | 1.33% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 2.28 M | $202.86 M | 7.22% | 1.24% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.69 M | $150.33 M | 0.89% | 0.92% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.58 M | $140.63 M | -1.07% | 0.86% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 1.51 M | $134.19 M | 16.83% | 0.82% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 11/05/2025 | 1.39 M | $124.00 M | -0.54% | 0.76% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 1.29 M | $115.17 M | 0.06% | 0.70% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 1.22 M | $108.85 M | 5.61% | 0.66% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 1.18 M | $105.26 M | 46.96% | 0.64% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 1.10 M | $97.57 M | 4.91% | 0.59% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 1.09 M | $96.83 M | -25.94% | 0.59% |
| WADDELL & ASSOCIATES, LLC | 11/10/2025 | 978.14 K | $87.02 M | 3.39% | 0.53% |
| FUNDAMENTUM, LLC | 11/06/2025 | 902.46 K | $80.28 M | 3.16% | 0.49% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 894.69 K | $79.59 M | 40.21% | 0.49% |
| CLEARWATER CAPITAL ADVISORS, LLC | 11/14/2025 | 887.23 K | $78.93 M | 1.28% | 0.48% |
| BOUCHEY FINANCIAL GROUP LTD | 11/12/2025 | 865.54 K | $77.00 M | -0.10% | 0.47% |
| GLASSMAN WEALTH SERVICES | 11/10/2025 | 836.04 K | $74.37 M | 0.48% | 0.45% |
| RVW WEALTH, LLC | 10/21/2025 | 822.64 K | $73.18 M | 2.28% | 0.45% |
| LEGACY FINANCIAL ADVISORS, INC. | 11/10/2025 | 818.46 K | $72.81 M | -0.25% | 0.44% |
| IAM ADVISORY, LLC | 10/20/2025 | 801.37 K | $71.29 M | 0.74% | 0.43% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 785.27 K | $69.86 M | 3.54% | 0.43% |
| COMERICA BANK | 11/14/2025 | 764.95 K | $68.05 M | -0.31% | 0.41% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 752.54 K | $66.95 M | 2.10% | 0.41% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 726.57 K | $64.64 M | -10.39% | 0.39% |
| SNS FINANCIAL GROUP, LLC | 11/13/2025 | 699.78 K | $62.25 M | 0.13% | 0.38% |
| ONE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 641.85 K | $57.10 M | -5.97% | 0.35% |
| JPMORGAN CHASE & CO | 11/26/2025 | 630.75 K | $56.11 M | 6.11% | 0.34% |
| LIDO ADVISORS, LLC | 11/14/2025 | 626.51 K | $55.73 M | 8,977.22% | 0.34% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 11/10/2025 | 625.45 K | $55.64 M | -2.65% | 0.34% |
| SPINNAKER INVESTMENT GROUP, LLC | 10/10/2025 | 615.34 K | $54.74 M | 12.07% | 0.33% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 596.04 K | $53.02 M | -0.47% | 0.32% |
| BEACON FINANCIAL GROUP | 10/08/2025 | 594.84 K | $52.92 M | -4.71% | 0.32% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 568.05 K | $50.53 M | -7.71% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 558.38 K | $49.24 M | 5.31% | 0.30% |
| FIDUCIARY PLANNING LLC | 10/15/2025 | 551.31 K | $49.04 M | 5.76% | 0.30% |
| GLEN EAGLE ADVISORS, LLC | 11/14/2025 | 542.58 K | $48.27 M | -2.83% | 0.29% |
| TAIYO LIFE INSURANCE CO | 11/04/2025 | 525.00 K | $46.70 M | 0.00% | 0.28% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 11/10/2025 | 511.04 K | $45.46 M | -1.19% | 0.28% |
| DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | 11/12/2025 | 490.27 K | $43.61 M | 10.70% | 0.27% |
| CWM, LLC | 10/15/2025 | 473.83 K | $42.15 M | 23.26% | 0.26% |
| INTRUA FINANCIAL, LLC | 10/29/2025 | 469.55 K | $41.77 M | 19.08% | 0.25% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 456.91 K | $40.65 M | 2.38% | 0.25% |
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WisdomTree U.S. Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 677 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Dividend Growth Fund. The most heavily invested institutionals were:
Prime Capital Investment Advisors, LLC: 1.54 M
Bouchey Financial Group Ltd: 872,577
Glassman Wealth Services: 841,295
TAIYO LIFE INSURANCE CO: 525,000
CONNABLE OFFICE INC: 463,058
NewEdge Wealth, LLC: 383,590
72.64% of WisdomTree U.S. Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 116.77 M shares in the last 24 months. This purchase volume represents approximately $10.86 B in transactions.