# WISDOMTREE TR US LARGECAP DIVD

WISDOMTREE TR US LARGECAP DIVD is a security (CUSIP 97717W307) tracked across SEC portfolio filings. 501 institutional managers reported $3.8B on Form 13F as of 2026-06-30.

## Summary

- Issuer: WISDOMTREE TR
- Class: US LARGECAP DIVD
- CUSIP: 97717W307
- 13F holders: 501
- 13F value: $3.8B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 501 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $395.5M | 4,105,997 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $292.7M | 3,038,634 |
| MORGAN STANLEY | NEW YORK, NY | $256.4M | 2,870,177 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $231.2M | 2,588,235 |
| [Creative Planning](https://search.stillhousedata.com/firm/105348) | 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](https://search.stillhousedata.com/firm/148399) | New York, NY | $93.5M | 1,046,430 |
| Clearstead Advisors, LLC | CLEVELAND, OH | $90.8M | 942,613 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | 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](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $57.0M | 591,837 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717w307.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.