EES — WISDOMTREE TR

Ownership history in Forefront Analytics, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, LLC reported a position in WISDOMTREE TR (EES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.56% (2021 Q1)
Avg. % of fund
1.37%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,760 -159 -0.9% 0.89% $1.0M $56.93
2025 Q3 REDUCED 17,919 -8,087 -31.1% 0.96% $1.0M $55.68
2025 Q1 ADDED 26,006 +341 +1.3% 1.46% $1.3M $48.30
2024 Q4 REDUCED 25,665 -387 -1.5% 0.64% $1.4M $53.21
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EES price (monthly, adj. close)

Other funds also holding EES

As of 2025 Q4 — sorted by position size

Shore Point Advisors, LLC 3Y 6.35% TopTier Wealth Management, LLC 3.67% Key FInancial Inc 3Y 2.95% Claris Financial LLC 0.74% OPTIMA CAPITAL LLC 0.6% Amplius Wealth Advisors, LLC 3Y 0.57% CULBERTSON A N & CO INC 3Y 7Y 0.48% HOWARD WEALTH MANAGEMENT, LLC 3Y 0.48% Insight Advisors, LLC/ PA 3Y 0.47% New Perspectives, Inc 3Y 0.43%
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