Question 1

How many shares of EES does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 17,892 shares of EES (WISDOMTREE TR).

Question 2

What is Steward Partners Investment Advisory, LLC's EES position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's EES position is worth $1.2M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling EES?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their EES position (-0.8% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy EES?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in EES in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	17,892	-0.8%	$1.2M	0.0%	$67.79	0
2026-Q1	Decreased	18,041	-0.5%	$1M	0.0%	$59.71	0
2025-Q4	Decreased	18,129	-3.6%	$1M	0.0%	$57.34	0
2025-Q3	Decreased	18,803	-14.0%	$1.1M	0.0%	$55.58	0
2025-Q2	Decreased	21,854	-64.4%	$1.1M	0.0%	$50.63	0
2025-Q1	Increased	61,312	+1.7%	$3M	0.0%	$48.38	27
2024-Q4	Decreased	60,291	-9.5%	$3.3M	0.0%	$52.99	0
2024-Q3	Decreased	66,639	-2.9%	$3.5M	0.0%	$51.47	0
2024-Q2	Decreased	68,624	-20.3%	$3.2M	0.0%	$46.15	0
2024-Q1	Increased	86,064	+120.6%	$4.3M	0.0%	$48.87	43
2023-Q4	Increased	39,014	+216.4%	$1.9M	0.0%	$48.43	42
2023-Q3	Increased	12,329	+13.1%	$533,475	0.0%	$41.93	27
2023-Q2	Decreased	10,899	-4.2%	$488,384	0.0%	$43.40	0
2023-Q1	Increased	11,380	+0.0%	$491,851	0.0%	$40.78	24
2022-Q4	Increased	11,379	+0.0%	$484,626	0.0%	$40.86	24
2022-Q3	Increased	11,377	+0.0%	$446,000	0.0%	$37.67	24
2022-Q2	Increased	11,375	+44.5%	$468,000	0.0%	$39.32	33
2022-Q1	Increased	7,873	+1.3%	$378,000	0.0%	$46.04	24
2021-Q4	Increased	7,773	+0.1%	$400,000	0.0%	$48.77	24
2021-Q3	Increased	7,769	+44.7%	$375,000	0.0%	$46.17	32
2021-Q2	Decreased	5,368	-72.8%	$265,000	0.0%	$45.96	0
2021-Q1	Increased	19,730	+274.6%	$467.9M	0.0%	$44.14	50
2020-Q4	Decreased	5,267	-0.6%	$205,000	0.0%	$36.16	0
2020-Q3	Increased	5,300	+1.0%	$158,000	0.0%	$27.67	23
2020-Q2	Decreased	5,248	-27.1%	$149,000	0.0%	$25.91	0
2020-Q1	Increased	7,198	+7.9%	$160,000	0.0%	$20.53	24
2019-Q4	Increased	6,673	+16.1%	$256,000	0.0%	$35.05	27
2019-Q3	Increased	5,748	+243.2%	$204,000	0.0%	$32.33	37
2019-Q2	New	1,675	-	$60,000	0.0%	$32.60	29

EES29 quarters

EES
29 quarters