EES

Wisdomtree US Smallcap Fund

-$527.8K

Net Activity

Institutions Holding

160

Popularity Rank

#3426

Avg Weight

0.10%

Total Value

$382.5M

Ownership Trend

160 institutions currently hold EES, with 68 net buyers and 60 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

60

Net Buying Institutions

68

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$42.7M
UG
UBS Group AG
$41.5M
LF
LPL Financial LLC
$34.5M
BO
Bank Of America CORP /de/
$30.6M
AF
Ameriprise Financial INC
$26.3M

Top 5 by Conviction

TW
TopTier Wealth Management, LLC
3.38%
KF
Key Financial Inc
2.98%
SP
Shore Point Advisors, LLC
2.16%
CF
Claris Financial LLC
0.77%
OC
Optima Capital LLC
0.65%
View all 160 holding institutions

Quarterly Activity

Recent Activity

+$189.7M

Total Buy Value

$213.1M

Total Sell Value

New buy11
Trim50
Add57
Sold out10

68

Net Buyers

60

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE US SMALLCAP FUND (EES)?
Major stakeholders currently include Morgan Stanley ($42.7M), UBS Group AG ($41.5M), LPL Financial LLC ($34.5M). Based on the latest 13F filings, there are a total of 160 tracked investment funds and institutions maintaining positions in EES.
What is the overall institutional sentiment toward EES recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $527.8K, driven by 68 managers accumulating shares while 60 reduced their exposure.
Which institutions have been selling or reducing their EES positions?
In the latest period, 50 funds trimmed their holdings, and 10 managers completely exited their positions. The aggregate reported sell value was $213.1M.
Are there any notable investors adding EES to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 57 existing holders added to their shares. The total reported buy value for the quarter amounted to $189.7M.

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