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EESEES
3 quarters

Position history for MFMerit Financial Group, LLC's holdings in WISDOMTREE TR

Merit Financial Group, LLC holds 44,589 shares of EES (WISDOMTREE TR), worth $3M as of 2026-Q2. The position was decreased (-41.0% shares). EES represents 0.0% of Merit Financial Group, LLC's portfolio.

Current Value

$3M

Current Shares

44,589

Total Value Change

-$654,572

Total Shares Change

-20,005

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
44,589
-41.0%
$3M0.0%$67.79
0
2026-Q1
Increased
75,635
+17.1%
$4.4M0.0%$59.71
31
2025-Q4
New
64,594
-
$3.7M0.0%$57.34
37

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

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