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EESEES
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in WISDOMTREE TR

ENVESTNET ASSET MANAGEMENT INC holds 76,582 shares of EES (WISDOMTREE TR), worth $5.2M as of 2026-Q2. The position was decreased (-2.4% shares). EES represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$5.2M

Current Shares

76,582

Total Value Change

-$3M

Total Shares Change

-179,353

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
76,582
-2.4%
$5.2M0.0%$67.79
0
2026-Q1
Increased
78,495
+1.1%
$4.6M0.0%$59.71
27
2025-Q4
Decreased
77,682
-31.5%
$4.4M0.0%$57.34
0
2025-Q3
Increased
113,421
+0.2%
$6.3M0.0%$55.58
27
2025-Q2
Increased
113,183
+3.7%
$5.8M0.0%$50.63
28
2025-Q1
Decreased
109,119
-1.5%
$5.3M0.0%$48.38
0
2024-Q4
Decreased
110,786
-2.4%
$6M0.0%$52.99
0
2024-Q3
Decreased
113,501
-14.5%
$6M0.0%$51.47
0
2024-Q2
Decreased
132,713
-1.9%
$6.3M0.0%$46.15
0
2024-Q1
Increased
135,218
+0.8%
$6.8M0.0%$48.87
27
2023-Q4
Decreased
134,203
-0.8%
$6.7M0.0%$48.43
0
2023-Q3
Decreased
135,262
-5.1%
$5.9M0.0%$41.93
0
2023-Q2
Decreased
142,574
-6.1%
$6.4M0.0%$43.40
0
2023-Q1
Decreased
151,793
-2.5%
$6.6M0.0%$40.78
0
2022-Q4
Decreased
155,685
-2.0%
$6.6M0.0%$40.86
0
2022-Q3
Increased
158,875
+4.0%
$6.2M0.0%$37.67
28
2022-Q2
Decreased
152,736
-29.8%
$6.3M0.0%$39.32
0
2022-Q1
Decreased
217,629
-1.4%
$10.4M0.0%$46.04
0
2021-Q4
Decreased
220,823
-30.1%
$11.4M0.0%$48.77
0
2021-Q3
Increased
315,699
+0.5%
$15.3M0.0%$46.17
28
2021-Q2
Decreased
314,275
-2.9%
$15.5M0.0%$45.96
0
2021-Q1
Increased
323,602
+68.3%
$15.3M0.0%$44.14
42
2020-Q4
Decreased
192,289
-5.6%
$7.5M0.0%$36.16
0
2020-Q3
Decreased
203,752
-2.4%
$6.1M0.0%$27.67
0
2020-Q2
Decreased
208,698
-12.9%
$5.9M0.0%$25.91
0
2020-Q1
Decreased
239,682
-13.4%
$5.4M0.0%$20.53
0
2019-Q4
Decreased
276,646
-2.2%
$10.6M0.0%$35.05
0
2019-Q3
Increased
282,874
+1.7%
$10.1M0.0%$32.33
28
2019-Q2
Decreased
278,096
-5.9%
$10M0.0%$32.60
0
2019-Q1
Increased
295,555
+15.5%
$10.7M0.0%$32.68
32
2018-Q4
New
255,935
-
$8.2M0.0%$28.74
38

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

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