WisdomTree U.S. SmallCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 2.70 M | $90.35 M | 2.73% | 5.22% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.44 M | $81.63 M | 0.79% | 4.72% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.51 M | $50.38 M | -6.59% | 2.91% |
| UBS GROUP AG | 01/29/2026 | 1.49 M | $49.79 M | -8.69% | 2.88% |
| CREATIVE PLANNING | 02/17/2026 | 1.36 M | $45.58 M | -3.02% | 2.63% |
| M&T BANK CORP | 01/30/2026 | 1.06 M | $35.36 M | -2.58% | 2.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 915.52 K | $30.62 M | 8.27% | 1.77% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 775.70 K | $25.95 M | -6.54% | 1.50% |
| ROYAL BANK OF CANADA | 02/17/2026 | 763.96 K | $25.56 M | -1.67% | 1.48% |
| KEYBANK NATIONAL ASSOCIATION/OH | 01/30/2026 | 711.18 K | $23.79 M | 0.50% | 1.42% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 729.43 K | $24.40 M | 22.23% | 1.41% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 692.82 K | $23.17 M | 8.71% | 1.34% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 681.13 K | $22.78 M | 10.67% | 1.32% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 408.22 K | $13.66 M | -19.00% | 0.79% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 333.14 K | $11.14 M | 1.28% | 0.67% |
| DESTINATION WEALTH MANAGEMENT | 02/13/2026 | 331.81 K | $11.10 M | 0.34% | 0.64% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 319.25 K | $10.68 M | -0.24% | 0.62% |
| ALLEN INVESTMENT MANAGEMENT LLC | 02/10/2026 | 293.48 K | $9.82 M | 100.00% | 0.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 245.10 K | $8.20 M | -26.52% | 0.47% |
| BIP WEALTH, LLC | 01/21/2026 | 227.28 K | $7.60 M | -2.76% | 0.45% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 235.07 K | $7.86 M | -48.07% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 234.10 K | $7.83 M | -9.16% | 0.45% |
| ASSETMARK, INC | 01/23/2026 | 222.62 K | $7.45 M | 2.51% | 0.45% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 214.93 K | $7.19 M | 0.48% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 210.11 K | $7.03 M | 18.54% | 0.41% |
| HC ADVISORS, LLC | 02/11/2026 | 204.94 K | $6.86 M | 0.78% | 0.40% |
| JPMORGAN CHASE & CO | 02/11/2026 | 194.22 K | $6.50 M | -5.10% | 0.39% |
| DEL-SETTE CAPITAL MANAGEMENT, LLC | 02/02/2026 | 189.30 K | $6.33 M | 5.86% | 0.38% |
| H&H RETIREMENT DESIGN & MANAGEMENT INC | 02/04/2026 | 188.05 K | $6.82 M | 8.33% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 173.16 K | $5.79 M | -16.70% | 0.33% |
| CASCADE FINANCIAL PARTNERS, LLC | 02/06/2026 | 161.53 K | $5.40 M | -2.15% | 0.32% |
| MELONE PRIVATE WEALTH, LLC | 01/07/2026 | 159.71 K | $5.34 M | 0.63% | 0.32% |
| PROSPERITY CONSULTING GROUP, LLC | 02/17/2026 | 164.68 K | $5.51 M | -8.08% | 0.32% |
| KEY FINANCIAL INC | 02/09/2026 | 161.79 K | $5.41 M | -0.60% | 0.31% |
| LEE-KELLEHER WEALTH MANAGEMENT | 01/14/2026 | 153.83 K | $5.15 M | 2.65% | 0.31% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 01/07/2026 | 146.63 K | $4.90 M | -36.00% | 0.29% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 149.15 K | $4.99 M | 2.53% | 0.29% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 142.68 K | $4.92 M | -1.09% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 144.62 K | $4.84 M | 1.51% | 0.28% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 136.67 K | $4.57 M | -6.47% | 0.26% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/16/2026 | 128.69 K | $4.30 M | 2.16% | 0.26% |
| PARCION PRIVATE WEALTH LLC | 01/26/2026 | 128.50 K | $4.30 M | -0.68% | 0.26% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 127.81 K | $4.28 M | -11.11% | 0.25% |
| CROBAN | 02/13/2026 | 121.96 K | $4.08 M | 2.78% | 0.24% |
| FRAZIER FINANCIAL ADVISORS, LLC | 02/09/2026 | 118.48 K | $3.96 M | -1.01% | 0.23% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 102.95 K | $3.44 M | -1.41% | 0.21% |
| EVANSON ASSET MANAGEMENT, LLC | 01/12/2026 | 98.05 K | $3.28 M | 0.27% | 0.20% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 93.94 K | $3.14 M | -8.21% | 0.19% |
| CERITY PARTNERS LLC | 02/11/2026 | 93.61 K | $3.13 M | 50.84% | 0.18% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 02/06/2026 | 92.58 K | $3.10 M | -4.25% | 0.18% |
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WisdomTree U.S. SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 490 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Dividend Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.7 M
BANK OF AMERICA CORP /DE/: 2.44 M
LPL Financial LLC: 1.51 M
UBS Group AG: 1.49 M
Creative Planning: 1.36 M
M&T BANK CORP: 1.06 M
55.40% of WisdomTree U.S. SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 34.19 M shares in the last 24 months. This purchase volume represents approximately $1.26 B in transactions.