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EESEES
30 quarters

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

Yes. Private Advisor Group holds 47,989 shares of EES, worth $3.3M, as of its Q2 2026 13F filing. It reduced the position by 31,839 shares (-39.9%) from Q1 2026. Private Advisor Group has held EES in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$3.3M

Current Shares

47,989

Total Value Change

+$2.5M

Total Shares Change

+27,459

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
47,989
-39.9%
$3.3M0.0%$67.58
0
2026-Q1
Increased
79,828
+9.1%
$4.6M0.0%$57.65
29
2025-Q4
Increased
73,194
+17.6%
$4.2M0.0%$56.43
31
2025-Q3
Decreased
62,227
-3.9%
$3.5M0.0%$55.19
0
2025-Q2
Increased
64,768
+5.0%
$3.3M0.0%$50.15
28
2025-Q1
Decreased
61,666
-8.6%
$3M0.0%$47.88
0
2024-Q4
Decreased
67,470
-2.8%
$3.6M0.0%$52.74
0
2024-Q3
Decreased
69,440
-7.3%
$3.7M0.0%$51.37
0
2024-Q2
Increased
74,927
+8.6%
$3.5M0.0%$45.74
29
2024-Q1
Decreased
68,970
-14.8%
$3.5M0.0%$48.43
0
2023-Q4
Increased
80,978
+2.7%
$4M0.0%$48.00
27
2023-Q3
Increased
78,840
+3.5%
$3.4M0.0%$41.56
27
2023-Q2
Decreased
76,207
-3.7%
$3.5M0.0%$42.88
0
2023-Q1
Increased
79,159
+61.8%
$3.4M0.0%$41.21
38
2022-Q4
Increased
48,940
+12.0%
$1.1M0.1%$40.50
28
2022-Q3
Increased
43,707
+106.9%
$1.7M0.0%$37.07
41
2022-Q2
Increased
21,126
+6.3%
$869,0000.0%$38.76
26
2022-Q1
Increased
19,883
+8.6%
$954,0000.0%$45.08
27
2021-Q4
Increased
18,316
+7.4%
$941,0000.0%$48.31
27
2021-Q3
Increased
17,047
+19.5%
$824,0000.0%$44.98
29
2021-Q2
Increased
14,264
+9.6%
$704,0000.0%$45.81
27
2021-Q1
Decreased
13,013
-3.3%
$617,0000.0%$43.83
0
2020-Q4
Increased
13,452
+23.1%
$524,0000.0%$35.95
29
2020-Q3
Decreased
10,928
-64.8%
$326,0000.0%$27.46
0
2020-Q2
Increased
31,060
+128.5%
$881,0000.0%$26.02
40
2020-Q1
Decreased
13,594
-7.9%
$304,0000.0%$20.40
0
2019-Q4
Decreased
14,755
-23.4%
$567,0000.0%$34.88
0
2019-Q3
Decreased
19,253
-1.6%
$685,0000.0%$32.17
0
2019-Q2
Decreased
19,563
-4.7%
$702,0000.0%$32.31
0
2019-Q1
First report
20,530
-
$741,0000.0%$32.39
0

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

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