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EESEES
7 quarters

Position history for WAWaverly Advisors, LLC's holdings in WISDOMTREE TR

Waverly Advisors, LLC holds 78,844 shares of EES (WISDOMTREE TR), worth $5.3M as of 2026-Q2. The position was decreased (-0.1% shares). EES represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$5.3M

Current Shares

78,844

Total Value Change

+$1M

Total Shares Change

-1,121

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
78,844
-0.1%
$5.3M0.0%$67.79
0
2026-Q1
Decreased
78,904
-0.3%
$4.6M0.0%$59.71
0
2025-Q4
Decreased
79,105
-0.2%
$4.5M0.0%$57.34
0
2025-Q3
Decreased
79,265
-0.6%
$4.4M0.0%$55.58
0
2025-Q2
Unchanged
79,765
0.0%
$4.1M0.0%$50.63
0
2025-Q1
Decreased
79,765
-0.3%
$3.9M0.0%$48.38
0
2024-Q4
New
79,965
-
$4.3M0.1%$52.99
37

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

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