WISDOMTREE TR US LARGECAP DIVD is a security (CUSIP 97717W307) tracked across SEC portfolio filings. 498 institutional managers reported $3.7B on Form 13F as of 2026-06-30.
Showing 15 of 498 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $347.2M | 3,886,664 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $287.8M | 3,221,394 |
| MORGAN STANLEY | NEW YORK, NY | $256.4M | 2,870,177 |
| Focus Partners Wealth | ST LOUIS, MO | $231.2M | 2,588,235 |
| Creative Planning | Overland Park, KS | $122.2M | 1,367,740 |
| GREAT VALLEY ADVISOR GROUP, INC. | WILMINGTON, DE | $120.3M | 1,346,277 |
| UBS Group AG | Zurich, V8 | $117.5M | 1,315,889 |
| Trilogy Capital Inc. | HUNTINGTON BEACH, CA | $115.3M | 1,196,646 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $108.2M | 1,211,307 |
| Evercore Wealth Management, LLC | New York, NY | $93.5M | 1,046,430 |
| Clearstead Advisors, LLC | CLEVELAND, OH | $90.8M | 942,613 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $90.0M | 1,006,997 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $75.5M | 784,125 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $71.9M | 804,461 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $57.0M | 591,837 |