EES WISDOMTREE TR
FollowUS SMALLCAP FUND (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in EES shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Avidian Wealth Enterprises, LLC | 16,666 | $1.08M | 0.03% | -231 | 13F-HRTimeline |
| TITLEIST ASSET MANAGEMENT, LLC | 13,542 | $875K | 0.06% | -322 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 2,202 | $142K | <0.01% | -54 | 13F-HRTimeline |
| Horizons Wealth Management | 832 | $53.7K | 0.03% | 13F-HRTimeline | |
| GAMMA Investing LLC | 106 | $6.84K | <0.01% | 0 | 13F-HRTimeline |
| Planning Strategies Inc. | 17 | $1.1K | <0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1 | $39 | <0.01% | 0 | 13F-HRTimeline |