WISDOMTREE TR US S CAP QTY DIV is a security (CUSIP 97717X651) tracked across SEC portfolio filings. 137 institutional managers reported $222.8M on Form 13F as of 2026-06-30.
Showing 15 of 137 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $29.6M | 558,856 |
| MORGAN STANLEY | NEW YORK, NY | $27.6M | 521,238 |
| Stonebridge Financial Group, LLC | Wormleysburg, PA | $17.2M | 289,800 |
| Lido Advisors, LLC | Los Angeles, CA | $12.5M | 235,589 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $12.0M | 226,964 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $9.6M | 180,504 |
| United Advisor Group, LLC | CINCINNATI, OH | $7.6M | 127,703 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $6.0M | 101,805 |
| XML Financial, LLC | BETHESDA, MD | $5.8M | 97,128 |
| Linscomb Wealth, Inc. | Houston, TX | $5.7M | 96,203 |
| UBS Group AG | Zurich, V8 | $5.6M | 106,269 |
| Modern Wealth Management, LLC | KANSAS CITY, MO | $5.0M | 94,025 |
| Royal Bank of Canada | TORONTO, A6 | $4.8M | 89,730 |
| COLUMBIA ADVISORY PARTNERS LLC | SPOKANE, WA | $4.7M | 79,482 |
| BANK OF NOVA SCOTIA | TORONTO, A6 | $4.5M | 84,430 |