WISDOMTREE TR (EES) is held by 58 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling EES?

In Q1 2026, 31 institutions opened or increased positions in WISDOMTREE TR while 22 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on EES?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold EES?

58 institutional investors report holding WISDOMTREE TR (EES) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into EES?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 31 buyers versus 22 sellers — net inflows.

WISDOMTREE TR

EES·97717W562·US·ETF·Unknown - Unknown

Holders

Avg rating(19 Elite)

$289.9M

Total Value

58% (62)

Fund Consensus

31 buying - 22 selling

No verdict yet — fewer than 2 funds hold EES.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	735,205(+0.3%)	$42.7M	0.0%	+44.70%	29
UBS Group AG	Decreased	715,763(-0.7%)	$41.5M	0.0%	+62.85%	0
LPL Financial LLC	Increased	594,789(+2.5%)	$34.5M	0.0%	+48.23%	30
BANK OF AMERICA CORP /DE/	Decreased	526,995(-3.5%)	$30.6M	0.0%	+27.34%	0
AMERIPRISE FINANCIAL INC	Decreased	452,810(-2.4%)	$26.3M	0.0%	+54.96%	0
Cetera Investment Advisers	Decreased	361,609(-4.1%)	$21M	0.0%	+34.86%	0
RAYMOND JAMES FINANCIAL INC	Increased	204,225(+17.2%)	$11.9M	0.0%	+23.51%	32
Savant Capital, LLC	Decreased	173,284(-5.1%)	$10.1M	0.0%	+216.50%	0
WELLS FARGO & COMPANY/MN	Increased	145,477(+2.9%)	$8.4M	0.0%	+41.82%	28
ROYAL BANK OF CANADA	Increased	129,174(+27.1%)	$7.5M	0.0%	+24.01%	34
Mariner, LLC	Increased	124,150(+142.5%)	$7.2M	0.0%	+15.61%	44
Private Advisor Group, LLC	Increased	79,828(+9.1%)	$4.6M	0.0%	+53.30%	29
WAWaverly Advisors, LLC	Decreased	78,904(-0.3%)	$4.6M	0.0%	+27.34%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	78,495(+1.1%)	$4.6M	0.0%	+85.40%	27
MFMerit Financial Group, LLC	Increased	75,635(+17.1%)	$4.4M	0.0%	+16.98%	31
JPMORGAN CHASE & CO	Increased	48,798(+8.9%)	$2.8M	0.0%	+26.05%	29
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	47,148(+819.4%)	$2.7M	0.0%	+15.24%	42
Rockefeller Capital Management L.P.	Increased	46,878(+1.6%)	$2.7M	0.0%	+33.76%	27
STIFEL FINANCIAL CORP	Decreased	45,999(-6.4%)	$2.7M	0.0%	+48.35%	0
OSAIC HOLDINGS, INC.	Decreased	41,422(-2.7%)	$2.4M	0.0%	+85.23%	0