# WISDOMTREE TR US QTLY DIV GRT

WISDOMTREE TR US QTLY DIV GRT is a security (CUSIP 97717X669) tracked across SEC portfolio filings. 809 institutional managers reported $11.6B on Form 13F as of 2026-06-30.

## Summary

- Issuer: WISDOMTREE TR
- Class: US QTLY DIV GRT
- CUSIP: 97717X669
- 13F holders: 809
- 13F value: $11.6B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 809 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $1.0B | 11,704,650 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $1.0B | 11,696,187 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $1.0B | 11,527,081 |
| MORGAN STANLEY | NEW YORK, NY | $789.6M | 8,988,724 |
| [Hamilton Capital, LLC](https://search.stillhousedata.com/firm/109116) | COLUMBUS, OH | $634.3M | 7,220,684 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $302.2M | 3,440,502 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $259.9M | 2,717,667 |
| UBS Group AG | Zurich, V8 | $243.0M | 2,766,363 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $227.5M | 2,589,945 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $188.1M | 1,966,718 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $145.3M | 1,654,013 |
| Royal Bank of Canada | TORONTO, A6 | $132.4M | 1,507,750 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $115.9M | 1,319,213 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $113.0M | 1,181,665 |
| [Larson Financial Group LLC](https://search.stillhousedata.com/firm/140599) | St Louis, MO | $106.8M | 1,215,864 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717X669.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
