WISDOMTREE TR (EES) is held by 59 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling EES?

In Q2 2026, 23 institutions opened or increased positions in WISDOMTREE TR while 25 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on EES?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for EES. In Q2 2026, the institutional leg showed net outflows: 23 buying versus 25 selling.

How many hedge funds hold EES?

59 institutional investors report holding WISDOMTREE TR (EES) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into EES?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 23 buyers versus 25 sellers — net outflows.

WISDOMTREE TR

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

Holders

(11 Elite)

$340.6M

Total Value

48% (48)

Consensus

23 buying - 25 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 59 funds

11 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for EES.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	743,249(+1.1%)	$50.4M	0.0%	+45.69%	30
UBS Group AG	Decreased	705,777(-1.4%)	$47.8M	0.0%	+64.77%	0
LPL Financial LLC	Increased	595,597(+0.1%)	$40.4M	0.0%	+49.88%	29
BANK OF AMERICA CORP /DE/	Decreased	492,642(-6.5%)	$33.4M	0.0%	+28.85%	0
AMERIPRISE FINANCIAL INC	Decreased	445,820(-1.5%)	$30.2M	0.0%	+56.79%	0
Cetera Investment Advisers	Decreased	346,942(-4.1%)	$23.5M	0.0%	+36.45%	0
Savant Capital, LLC	Increased	340,257(+96.4%)	$21.4M	0.1%	+54.74%	46
RAYMOND JAMES FINANCIAL INC	Decreased	147,585(-27.7%)	$10M	0.0%	+24.97%	0
WELLS FARGO & COMPANY/MN	Decreased	144,722(-0.5%)	$9.8M	0.0%	+43.49%	0
ROYAL BANK OF CANADA	Increased	132,675(+2.7%)	$9M	0.0%	+26.73%	28
Mariner, LLC	Decreased	107,319(-13.6%)	$7.3M	0.0%	+16.97%	0
WAWaverly Advisors, LLC	Decreased	78,844(-0.1%)	$5.3M	0.0%	+28.85%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	76,582(-2.4%)	$5.2M	0.0%	+87.59%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	74,292(+57.6%)	$5M	0.0%	+10.25%	38
OSAIC HOLDINGS, INC.	Increased	65,232(+57.5%)	$4.4M	0.0%	+42.61%	38
Rockefeller Capital Management L.P.	Increased	50,093(+6.9%)	$3.4M	0.0%	+26.06%	28
JPMORGAN CHASE & CO	Increased	49,359(+1.1%)	$3.3M	0.0%	+24.42%	27
Private Advisor Group, LLC	Decreased	47,989(-39.9%)	$3.3M	0.0%	+54.80%	0
STIFEL FINANCIAL CORP	Increased	47,249(+2.7%)	$3.2M	0.0%	+48.18%	27
MFMerit Financial Group, LLC	Decreased	44,589(-41.0%)	$3M	0.0%	+18.36%	0

Showing 1-20 of 59

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

WISDOMTREE TR

Smart Money Verdict

Who's Trading

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