WISDOMTREE TR

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EES·97717W562·US·ETF

EES (WISDOMTREE TR) is held by 59 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($50.4M), UBS Group AG ($47.8M), LPL Financial LLC ($40.4M). Net institutional sentiment: Mixed.

59

Holders

(10 Elite)

$340.7M

Total Value

48% (48)

Consensus

23 buying - 25 selling

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

Smart Money Verdict

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Institutional (13F)59

Insider (Form 4)44

Activist (13D/13G)58

Congressional (STOCK Act)38

Holder Quality

86

★★★★★

Elite

88

★★★★

Strong

14

★★★

Solid

52

★★

Below

73

★

Weak

Held by 59 funds

10 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (59)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	743,249(+1.1%)	$50.4M	0.0%	+41.23%	30
UBS Group AG	Decreased	705,777(-1.4%)	$47.8M	0.0%	+60.08%	0
LPL Financial LLC	Increased	595,597(+0.1%)	$40.4M	0.0%	+45.67%	29
BANK OF AMERICA CORP /DE/	Decreased	492,642(-6.5%)	$33.4M	0.0%	+54.88%	0
AMERIPRISE FINANCIAL INC	Decreased	445,820(-1.5%)	$30.2M	0.0%	+52.15%	0
Cetera Investment Advisers	Decreased	346,942(-4.1%)	$23.5M	0.0%	+32.29%	0
Savant Capital, LLC	Increased	340,257(+96.4%)	$21.4M	0.1%	+49.21%	46
RAYMOND JAMES FINANCIAL INC	Decreased	147,585(-27.7%)	$10M	0.0%	+21.41%	0
WELLS FARGO & COMPANY/MN	Decreased	144,722(-0.5%)	$9.8M	0.0%	+42.87%	0
ROYAL BANK OF CANADA	Increased	132,675(+2.7%)	$9M	0.0%	+40.84%	28
Mariner, LLC	Decreased	107,319(-13.6%)	$7.3M	0.0%	+15.51%	0
WAWaverly Advisors, LLC	Decreased	78,844(-0.1%)	$5.3M	0.0%	+24.40%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	76,582(-2.4%)	$5.2M	0.0%	+81.44%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	74,292(+57.6%)	$5M	0.0%	+8.17%	38
OSAIC HOLDINGS, INC.	Increased	65,232(+57.5%)	$4.4M	0.0%	+37.77%	38
Rockefeller Capital Management L.P.	Increased	50,093(+6.9%)	$3.4M	0.0%	+29.09%	28
JPMORGAN CHASE & CO	Increased	49,359(+1.1%)	$3.3M	0.0%	+25.94%	27
Private Advisor Group, LLC	Decreased	47,989(-39.9%)	$3.3M	0.0%	+50.24%	0
STIFEL FINANCIAL CORP	Increased	47,249(+2.7%)	$3.2M	0.0%	+43.50%	27
MFMerit Financial Group, LLC	Decreased	44,589(-41.0%)	$3M	0.0%	+15.91%	0

Showing 1-20 of 59

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EESWISDOMTREE TR

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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