Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in WisdomTree Trust - WisdomTree U.S. High Dividend Fund include Stonebridge Wealth Management, LLC, 1 North Wealth Services Llc, Summit Financial, LLC, Evolution Wealth Management Inc., Kovitz Investment Group Partners, LLC, Cerity Partners LLC, Comprehensive Financial Consultants Institutional, Inc., 17 Capital Partners, Llc, Fifth Third Securities, Inc., Glenmede Investment Management, LP, SRS Capital Advisors, Inc., Total Investment Management Inc, and Thurston, Springer, Miller, Herd & Titak, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 4,473 | 66.22 | 258 | -3.01 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 312 | 26.32 | 30 | 20.83 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 424 | 2.91 | 41 | 5.26 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3,623 | 0.56 | 348 | -2.80 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 3,697 | 3.76 | 355 | 0.28 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 49,409 | 0.54 | 4,742 | -2.67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 707 | 68 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 81,615 | 21.41 | 7,833 | 17.52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 100,221 | 20.72 | 9,621 | 16.85 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,284 | 5.70 | 1,083 | 2.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,619 | 53.11 | 731 | 48.28 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3,194 | 0.38 | 307 | -2.55 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12,465 | 7.68 | 1,196 | 4.27 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2,442 | 1.03 | 234 | -2.09 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 | 400.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,009 | 361.50 | 289 | 350.00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 2,456 | 18.88 | 236 | 15.20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 375,540 | 0.60 | 36,044 | -2.63 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15,829 | 7.35 | 1,519 | 3.90 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 8,301 | 0.08 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24,011 | 27.41 | 2,305 | 23.34 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3,089 | 1.01 | 296 | -2.31 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 2,993 | 287 | ||||||
| 2025-08-08 | 13F | Creative Planning | 20,144 | 0.05 | 1,933 | -3.16 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,844 | 369 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 10,581 | 0.19 | 1,013 | -3.34 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 539 | 157.89 | 52 | 155.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 33,224 | 83.43 | 3,189 | 77.56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 78,918 | 7.19 | 7,575 | 3.75 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,014 | 58.47 | 481 | 53.67 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,102 | 9.33 | 106 | 6.06 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 22,145 | 9.52 | 2,125 | 5.99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,102 | 3.69 | 1,066 | 0.38 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 423 | 0.95 | 41 | -2.44 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 47,525 | 1.17 | 4,561 | -2.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 52,300 | 5.74 | 5,020 | 2.34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,726 | 297.42 | 1,509 | 284.95 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2,209 | 212 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 4,780 | 3.24 | 459 | -0.22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 63,591 | 62.80 | 6,103 | 57.58 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,325 | 0.48 | 223 | -2.62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42,636 | 18.51 | 4,092 | 14.72 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6,543 | 59,381.82 | 628 | 62,600.00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 472 | 1.07 | 45 | -2.17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,151 | 55.15 | 494 | 50.15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 120,395 | 607.04 | 11,556 | 584.54 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 5,118 | 0.59 | 491 | 5.82 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 10,076 | 3.90 | 967 | 0.62 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4,293 | 1.01 | 412 | -2.14 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 215 | 21 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2,211 | 212 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5,878 | 0.24 | 564 | -2.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,258 | 26.96 | 601 | 23.97 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 23,009 | 14.07 | 2,208 | 10.40 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 834 | 0.36 | 80 | -2.44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,111 | 6.25 | 395 | 2.87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 131,632 | 57.00 | 12,383 | 48.96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 405,319 | 9.57 | 38,902 | 6.05 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,182 | 10.78 | 113 | 7.62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9,956 | 37.31 | 956 | 32.82 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 246 | 0.82 | 24 | -4.17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6,148 | 22.45 | 590 | 18.71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,239 | 311 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,396 | 230 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 14,828 | 25.33 | 1,423 | 21.31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,972 | 4.75 | 2,301 | 1.37 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 3,494 | 0.90 | 0 | |||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 206,980 | 2.69 | 19,866 | -0.61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33,896 | 465.78 | 3,243 | 453.41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 103,549 | 25.85 | 9,939 | 21.80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 200 | 19 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,872 | 61.25 | 1,523 | 56.05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37,343 | 6.47 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 95,355 | 9,152 | ||||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 34,902 | 1.48 | 3,350 | -1.79 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7,527 | 5.97 | 722 | 2.56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,096 | 21.10 | 105 | 17.98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,027 | 1.88 | 99 | -1.01 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4,016 | 385 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 28,970 | 64.88 | 2,781 | 69.51 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 36,690 | 1.44 | 3,522 | -1.81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4,805 | 461 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,085 | 4.93 | 104 | 1.96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 216,121 | 66.02 | 20,743 | 60.70 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7,997 | 0.48 | 768 | -2.79 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | 5 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3,000 | 288 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 129 | 12 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 4,383 | 31.70 | 421 | 27.27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 95,099 | 1.00 | 9,128 | -2.24 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 3,228 | 0.97 | 310 | -2.22 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 387 | 0.52 | 37 | -2.63 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 135 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 600 | 58 | ||||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 98,470 | 9,451 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 374 | 1.08 | 36 | -2.78 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4,701 | 9.30 | 451 | 5.87 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 408 | 39 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2,287 | 220 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 2,087 | 200 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,783 | 0.11 | 171 | -2.84 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 159,831 | 0.27 | 15,341 | -2.94 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,312 | 126 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31,120 | 603.75 | 2,987 | 581.74 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 2,816 | 0.57 | 270 | -2.53 |
