# WISDOMTREE TR US S CAP QTY DIV

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.

## Summary

- Issuer: WISDOMTREE TR
- Class: US S CAP QTY DIV
- CUSIP: 97717X651
- 13F holders: 137
- 13F value: $222.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 137 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $29.6M | 558,856 |
| MORGAN STANLEY | NEW YORK, NY | $27.6M | 521,238 |
| [Stonebridge Financial Group, LLC](https://search.stillhousedata.com/firm/327529) | Wormleysburg, PA | $17.2M | 289,800 |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | 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](https://search.stillhousedata.com/firm/324205) | CINCINNATI, OH | $7.6M | 127,703 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $6.0M | 101,805 |
| [XML Financial, LLC](https://search.stillhousedata.com/firm/284987) | BETHESDA, MD | $5.8M | 97,128 |
| [Linscomb Wealth, Inc.](https://search.stillhousedata.com/firm/106779) | Houston, TX | $5.7M | 96,203 |
| UBS Group AG | Zurich, V8 | $5.6M | 106,269 |
| [Modern Wealth Management, LLC](https://search.stillhousedata.com/firm/324624) | KANSAS CITY, MO | $5.0M | 94,025 |
| Royal Bank of Canada | TORONTO, A6 | $4.8M | 89,730 |
| [COLUMBIA ADVISORY PARTNERS LLC](https://search.stillhousedata.com/firm/171616) | SPOKANE, WA | $4.7M | 79,482 |
| BANK OF NOVA SCOTIA | TORONTO, A6 | $4.5M | 84,430 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717x651.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.