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EESEES
Showing 8 of 26 quarters

Position history for Savant Capital, LLCSavant Capital, LLC's holdings in WISDOMTREE U.S. SMALLCAP FUND

Savant Capital, LLC holds 340,257 shares of EES (WISDOMTREE U.S. SMALLCAP FUND), worth $21.4M as of 2026-Q2. The position was increased (+96.4% shares). EES represents 0.1% of Savant Capital, LLC's portfolio.

Current Value

$21.4M

Current Shares

340,257

Total Value Change

+$5.6M

Total Shares Change

+41,432

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
340,257
+96.4%
$21.4M0.1%$67.58
46
2026-Q1
Decreased
173,284
-5.1%
$10.1M0.0%$57.65
0
2025-Q4
Decreased
182,618
-7.6%
$10.4M0.1%$56.43
0
2025-Q3
Decreased
197,678
-7.1%
$11M0.1%$55.19
0
2025-Q2
Decreased
212,691
-7.4%
$10.8M0.1%$50.15
0
2025-Q1
Decreased
229,662
-11.2%
$11.2M0.1%$47.88
0
2024-Q4
Decreased
258,633
-13.4%
$14M0.1%$52.74
0
2024-Q3
Decreased
298,825
-10.5%
$15.8M0.1%$51.37
0

Other major holders of EES: UBS Group AG, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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