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EESEES
Showing 8 of 31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in WISDOMTREE TR

LPL Financial LLC holds 595,597 shares of EES (WISDOMTREE TR), worth $40.4M as of 2026-Q2. The position was increased (+0.1% shares). EES represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$40.4M

Current Shares

595,597

Total Value Change

+$21.1M

Total Shares Change

+230,161

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
595,597
+0.1%
$40.4M0.0%$67.79
29
2026-Q1
Increased
594,789
+2.5%
$34.5M0.0%$59.71
30
2025-Q4
Increased
580,190
+5.2%
$33M0.0%$57.34
30
2025-Q3
Increased
551,276
+7.9%
$30.8M0.0%$55.58
31
2025-Q2
Increased
510,962
+7.6%
$26M0.0%$50.63
31
2025-Q1
Increased
474,729
+19.9%
$23.2M0.0%$48.38
34
2024-Q4
Increased
395,828
+8.3%
$21.4M0.0%$52.99
31
2024-Q3
Increased
365,436
+2.8%
$19.3M0.0%$51.47
29

Other major holders of EES: Steward Partners Investment Advisory, LLC, UBS Group AG, MORGAN STANLEY

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