WisdomTree U.S. LargeCap Dividend 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 | 3.90 M | $339.38 M | 0.34% | 6.22% |
| LPL FINANCIAL LLC | 11/12/2025 | 3.48 M | $302.48 M | 6.96% | 5.55% |
| MORGAN STANLEY | 11/14/2025 | 2.87 M | $249.41 M | -3.00% | 4.57% |
| COLONY GROUP, LLC | 11/14/2025 | 2.46 M | $214.35 M | 2.12% | 3.93% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 2.06 M | $178.78 M | -2.46% | 3.28% |
| CREATIVE PLANNING | 11/14/2025 | 1.40 M | $122.23 M | -0.55% | 2.24% |
| UBS GROUP AG | 11/13/2025 | 1.36 M | $118.33 M | 4.44% | 2.17% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11/14/2025 | 1.19 M | $103.99 M | 1.72% | 1.91% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.16 M | $100.94 M | 10.68% | 1.85% |
| TRILOGY CAPITAL INC. | 10/24/2025 | 1.12 M | $97.31 M | -3.36% | 1.78% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 1.05 M | $91.76 M | 0.43% | 1.68% |
| EVERCORE WEALTH MANAGEMENT, LLC | 11/14/2025 | 1.05 M | $91.42 M | -2.05% | 1.68% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 858.77 K | $74.74 M | 18.71% | 1.37% |
| WATERWAY WEALTH MANAGEMENT, LLC | 11/06/2025 | 732.26 K | $56.58 M | 21.97% | 1.17% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 715.73 K | $62.29 M | 9.78% | 1.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 702.40 K | $61.13 M | 10.45% | 1.12% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 685.19 K | $59.63 M | 0.05% | 1.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 615.87 K | $53.60 M | -2.79% | 0.98% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 580.07 K | $50.48 M | 0.31% | 0.93% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 568.87 K | $49.14 M | 14.50% | 0.91% |
| ROYAL BANK OF CANADA | 11/14/2025 | 513.95 K | $44.73 M | -9.20% | 0.82% |
| IAG WEALTH PARTNERS, LLC | 11/12/2025 | 393.90 K | $34.28 M | -1.07% | 0.63% |
| CLG LLC | 11/14/2025 | 378.46 K | $32.94 M | 35.22% | 0.60% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 376.03 K | $32.73 M | -3.14% | 0.60% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 366.57 K | $31.90 M | 4.12% | 0.58% |
| LEE-KELLEHER WEALTH MANAGEMENT | 10/23/2025 | 349.34 K | $30.40 M | 6.40% | 0.56% |
| LRI INVESTMENTS, LLC | 11/03/2025 | 334.60 K | $29.12 M | -0.33% | 0.53% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 333.35 K | $29.01 M | 6.17% | 0.53% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 330.40 K | $28.75 M | 1.24% | 0.53% |
| FOX FINANCIAL, INC | 11/07/2025 | 313.73 K | $27.30 M | -0.40% | 0.50% |
| FAIRWAY WEALTH LLC | 10/30/2025 | 272.62 K | $23.73 M | 4.06% | 0.44% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 257.46 K | $22.41 M | 1.19% | 0.41% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 248.44 K | $21.62 M | -1.13% | 0.40% |
| BRISTLECONE ADVISORS, LLC | 10/24/2025 | 227.03 K | $19.76 M | 1.41% | 0.36% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 213.52 K | $18.58 M | 27.31% | 0.34% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 209.28 K | $18.21 M | 7.90% | 0.33% |
| REVOLVE WEALTH PARTNERS, LLC | 10/14/2025 | 208.83 K | $18.17 M | -2.15% | 0.33% |
| 11/13/2025 | 202.11 K | $17.56 M | 100.00% | 0.32% | |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 190.89 K | $16.61 M | -0.30% | 0.30% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 11/14/2025 | 188.63 K | $16.42 M | 7.48% | 0.30% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 179.49 K | $15.62 M | 10.43% | 0.29% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 169.38 K | $14.74 M | 1.85% | 0.27% |
| JPMORGAN CHASE & CO | 11/26/2025 | 164.65 K | $14.33 M | 0.05% | 0.26% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 163.02 K | $14.19 M | -12.45% | 0.26% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 145.70 K | $12.68 M | 8.74% | 0.23% |
| FIRST AMERICAN TRUST, FSB | 11/10/2025 | 122.65 K | $10.67 M | -2.95% | 0.20% |
| UNITED ADVISOR GROUP, LLC | 11/12/2025 | 117.23 K | $10.20 M | 8.00% | 0.19% |
| STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | 11/10/2025 | 113.37 K | $9.87 M | 1.64% | 0.18% |
| STRATOS WEALTH ADVISORS, LLC | 11/06/2025 | 107.23 K | $9.33 M | 2.49% | 0.17% |
| BLAIR WILLIAM & CO/IL | 11/12/2025 | 106.72 K | $9.29 M | 711.15% | 0.17% |
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WisdomTree U.S. LargeCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 446 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Dividend Fund. The most heavily invested institutionals were:
CLG LLC: 433,585
Lee-Kelleher Wealth Management: 371,903
Stratos Wealth Partners, LTD.: 367,569
Fairway Wealth LLC: 278,951
Revolve Wealth Partners, LLC: 212,263
RFG Advisory, LLC: 120,056
65.73% of WisdomTree U.S. LargeCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 38.25 M shares in the last 24 months. This purchase volume represents approximately $3.57 B in transactions.