How many shares of EES does Private Advisor Group, LLC own?

As of 2026-Q2, Private Advisor Group, LLC holds 47,989 shares of EES (WISDOMTREE TR).

What is Private Advisor Group, LLC's EES position worth?

As of 2026-Q2, Private Advisor Group, LLC's EES position is worth $3.3M.

Is Private Advisor Group, LLC buying or selling EES?

In 2026-Q2, Private Advisor Group, LLC decreased their EES position (-39.9% change in shares).

When did Private Advisor Group, LLC first buy EES?

Based on available 13F filings, Private Advisor Group, LLC first reported a position in EES in 2019-Q1. They have held the position across 30 quarters.

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Private Advisor Group, LLC

EES
30 quarters

Position history for Private Advisor Group, LLC's holdings in WISDOMTREE TR

Current Value

$3.3M

Current Shares

47,989

Total Value Change

+$2.5M

Total Shares Change

+27,459

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	47,989	-39.9%	$3.3M	0.0%	$67.79	0
2026-Q1	Increased	79,828	+9.1%	$4.6M	0.0%	$59.71	29
2025-Q4	Increased	73,194	+17.6%	$4.2M	0.0%	$57.34	31
2025-Q3	Decreased	62,227	-3.9%	$3.5M	0.0%	$55.58	0
2025-Q2	Increased	64,768	+5.0%	$3.3M	0.0%	$50.63	28
2025-Q1	Decreased	61,666	-8.6%	$3M	0.0%	$48.38	0
2024-Q4	Decreased	67,470	-2.8%	$3.6M	0.0%	$52.99	0
2024-Q3	Decreased	69,440	-7.3%	$3.7M	0.0%	$51.47	0
2024-Q2	Increased	74,927	+8.6%	$3.5M	0.0%	$46.15	29
2024-Q1	Decreased	68,970	-14.8%	$3.5M	0.0%	$48.87	0
2023-Q4	Increased	80,978	+2.7%	$4M	0.0%	$48.43	27
2023-Q3	Increased	78,840	+3.5%	$3.4M	0.0%	$41.93	27
2023-Q2	Decreased	76,207	-3.7%	$3.5M	0.0%	$43.40	0
2023-Q1	Increased	79,159	+61.8%	$3.4M	0.0%	$40.78	38
2022-Q4	Increased	48,940	+12.0%	$1.1M	0.1%	$40.86	28
2022-Q3	Increased	43,707	+106.9%	$1.7M	0.0%	$37.67	41
2022-Q2	Increased	21,126	+6.3%	$869,000	0.0%	$39.32	26
2022-Q1	Increased	19,883	+8.6%	$954,000	0.0%	$46.04	27
2021-Q4	Increased	18,316	+7.4%	$941,000	0.0%	$48.77	27
2021-Q3	Increased	17,047	+19.5%	$824,000	0.0%	$46.17	29
2021-Q2	Increased	14,264	+9.6%	$704,000	0.0%	$45.96	27
2021-Q1	Decreased	13,013	-3.3%	$617,000	0.0%	$44.14	0
2020-Q4	Increased	13,452	+23.1%	$524,000	0.0%	$36.16	29
2020-Q3	Decreased	10,928	-64.8%	$326,000	0.0%	$27.67	0
2020-Q2	Increased	31,060	+128.5%	$881,000	0.0%	$25.91	40
2020-Q1	Decreased	13,594	-7.9%	$304,000	0.0%	$20.53	0
2019-Q4	Decreased	14,755	-23.4%	$567,000	0.0%	$35.05	0
2019-Q3	Decreased	19,253	-1.6%	$685,000	0.0%	$32.33	0
2019-Q2	Decreased	19,563	-4.7%	$702,000	0.0%	$32.60	0
2019-Q1	New	20,530	-	$741,000	0.0%	$32.68	34

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

EES30 quarters

EES
30 quarters