Wisdomtree US Smallcap Fund
$67.89+1.3%
+$3.7M
Net Activity
+0.09% total shares
Institutions Holding
171
Popularity Rank
#3384
Avg Weight
0.10%
Total Value
$445.4M
171 institutions currently hold EES, with 63 net buyers and 69 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
69
Net Buying Institutions
63
Top 5 by Value
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Across its top 20 institutional holders, EES's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 22/100).
EES ranks #3384 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
171 institutions disclose a position in EES, but none treat it as a major bet — even TopTier Wealth Management, LLC, its most concentrated holder, allocates just 3.8% of its own portfolio to it.
Morgan Stanley has added to its EES position for two straight quarters, increasing it by $8.6M to reach $50.4M today.
Amplius Wealth Advisors, LLC has trimmed its EES position for two straight quarters, cutting it by $2.3M while still holding $4.5M.
EES is up 1.3% today, and institutions have been net buyers of $3.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$24.0M
Total Buy Value
$24.5M
Total Sell Value
63
Net Buyers
69
Net Sellers
EES
Q2 2026
Top 5 Institutional Movers
+$11.3M
+$7.7M
+$6.3M
+$5.8M
+$3.9M
EES does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
97717W562
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Access EES's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/EESCLI
npx alphasmo stocks get EES