WISDOMTREE US SMALLCAP FUND (EES) Institutional Ownership and Insiders Activity
WISDOMTREE US SMALLCAP FUND (EES) is widely held by institutional investors, with 168 firms reporting positions valued at approximately $442.41M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $50.38M in EES holdings in its latest filing.
Institutional Holders
168
Total Reported Value
$442.41M
Largest Holder
Morgan Stanley
Largest Position
$50.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
16
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$50.38M
- Ubs Group Ag$47.84M
- Lpl Financial Llc$40.38M
- Bank Of America Corp$33.40M
- Ameriprise Financial Inc$30.23M
EES News
All news- Toptier Wealth Management LLC's Portfolio Activity in Q2 2026
Jul 17, 2026 · valut.ai