# WISDOMTREE TR (EES)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EES/

- Reporting holders: 7
- Reported value: $2.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.1M | 16,666 | 0.0% | 3 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $874.6K | 13,542 | 0.1% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $142.2K | 2,202 | 0.0% | 11 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $53.7K | 832 | 0.0% | 17 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $6.8K | 106 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.1K | 17 | 0.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $39 | 1 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $2.2M |
| Q2 2026 | 171 | $457.7M |
| Q1 2026 | 162 | $417.3M |
| Q4 2025 | 164 | $381.6M |
| Q3 2025 | 148 | $381.8M |
| Q2 2025 | 143 | $352.4M |
| Q1 2025 | 147 | $346.3M |
| Q4 2024 | 160 | $411.1M |
| Q3 2024 | 149 | $378.7M |
| Q2 2024 | 144 | $347.3M |
| Q1 2024 | 143 | $478.4M |
| Q4 2023 | 135 | $435.8M |