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 | 10/27/2025 | 4.09 M | $234.83 M | 9.18% | 13.10% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 3.36 M | $192.56 M | 64.57% | 10.74% |
| TRUST POINT INC. | 10/10/2025 | 2.64 M | $151.30 M | 0.30% | 8.44% |
| LPL FINANCIAL LLC | 11/12/2025 | 2.59 M | $148.42 M | 26.06% | 8.28% |
| MORGAN STANLEY | 11/14/2025 | 2.26 M | $129.72 M | 2.02% | 7.23% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.55 M | $88.72 M | 142.31% | 4.95% |
| RVW WEALTH, LLC | 10/21/2025 | 1.16 M | $66.81 M | -5.60% | 3.73% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 900.61 K | $51.66 M | -3.23% | 2.88% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 11/10/2025 | 382.73 K | $21.95 M | -2.29% | 1.22% |
| COLUMBIA ADVISORY PARTNERS LLC | 10/24/2025 | 362.02 K | $20.77 M | -1.27% | 1.16% |
| LEGACY FINANCIAL ADVISORS, INC. | 11/10/2025 | 346.96 K | $19.90 M | -2.04% | 1.11% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 11/03/2025 | 316.04 K | $18.13 M | 5.18% | 1.01% |
| GPS WEALTH STRATEGIES GROUP, LLC | 11/03/2025 | 302.05 K | $17.33 M | 6.23% | 0.97% |
| INSIGHT ADVISORS, LLC/ PA | 11/10/2025 | 275.47 K | $15.80 M | -0.03% | 0.88% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 267.84 K | $15.36 M | 2.35% | 0.86% |
| SMARTLEAF ASSET MANAGEMENT LLC | 11/05/2025 | 257.37 K | $14.73 M | -3.52% | 0.82% |
| ETESIAN WEALTH ADVISORS, INC. | 10/23/2025 | 251.76 K | $14.44 M | 11.71% | 0.81% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 248.73 K | $14.27 M | -9.54% | 0.80% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 11/05/2025 | 215.91 K | $12.38 M | 100.00% | 0.69% |
| ATRIA INVESTMENTS, INC | 11/06/2025 | 192.96 K | $11.07 M | 0.60% | 0.62% |
| TRU INDEPENDENCE LLC | 10/23/2025 | 179.08 K | $10.27 M | 1.70% | 0.57% |
| OXINAS PARTNERS WEALTH MANAGEMENT LLC | 11/06/2025 | 171.45 K | $9.83 M | 1.99% | 0.55% |
| UBS GROUP AG | 11/13/2025 | 151.38 K | $8.68 M | -0.97% | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 148.65 K | $8.53 M | 111.89% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 144.02 K | $8.26 M | -28.35% | 0.46% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 102.87 K | $5.99 M | 100.00% | 0.33% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 102.58 K | $5.88 M | -17.46% | 0.33% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 97.89 K | $5.62 M | 100.00% | 0.31% |
| NBC SECURITIES, INC. | 11/14/2025 | 87.36 K | $5.01 M | 10.08% | 0.28% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 85.76 K | $4.92 M | 4.66% | 0.27% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 83.42 K | $4.79 M | 100.00% | 0.27% |
| CWM, LLC | 10/15/2025 | 76.08 K | $4.36 M | 29.67% | 0.24% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2025 | 75.01 K | $4.30 M | 18.08% | 0.24% |
| AVESTAR CAPITAL, LLC | 11/07/2025 | 71.79 K | $4.12 M | -3.80% | 0.23% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11/05/2025 | 61.00 K | $3.50 M | 0.63% | 0.20% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 58.46 K | $3.35 M | -30.06% | 0.19% |
| MGO ONE SEVEN LLC | 10/24/2025 | 57.01 K | $3.27 M | 8.41% | 0.18% |
| HEROLD ADVISORS, INC. | 11/13/2025 | 52.02 K | $2.98 M | 6.32% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 46.99 K | $2.67 M | 15.28% | 0.15% |
| COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. | 10/16/2025 | 45.37 K | $2.60 M | 9.46% | 0.15% |
| TD CAPITAL MANAGEMENT LLC | 11/24/2025 | 40.77 K | $2.34 M | 24.65% | 0.13% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 39.64 K | $2.27 M | -54.96% | 0.13% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 37.45 K | $2.15 M | 27.29% | 0.12% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 35.26 K | $2.02 M | 100.00% | 0.11% |
| RFG ADVISORY, LLC | 11/06/2025 | 33.87 K | $1.94 M | -3.82% | 0.11% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 30.47 K | $1.75 M | 20.44% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 30.14 K | $1.73 M | -6.84% | 0.10% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 27.13 K | $1.56 M | 100.00% | 0.09% |
| BRAVIAS CAPITAL GROUP, LLC | 10/20/2025 | 25.19 K | $1.44 M | 33.41% | 0.08% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 25.03 K | $1.44 M | 0.28% | 0.08% |
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WisdomTree U.S. Quality Growth Fund institutional Ownership - FAQ's
During the previous two years, 93 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Growth Fund. The most heavily invested institutionals were:
Retirement Planning Group: 4.21 M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 723,464
tru Independence LLC: 183,393
Sound Income Strategies, LLC: 167,464
FLAGSHIP HARBOR ADVISORS, LLC: 61,334
MGO ONE SEVEN LLC: 60,663
78.65% of WisdomTree U.S. Quality Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 19.38 M shares in the last 24 months. This purchase volume represents approximately $1.11 B in transactions.