Shore Point Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Shore Point Advisors, LLC

  • $214 Million
  • Q3 2025

A detailed history of Shore Point Advisors, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Shore Point Advisors, LLC holds 264,464 shares of EES stock, worth $14.5 Million. This represents 6.91% of its overall portfolio holdings.

Number of Shares
264,464
Previous 277,857 4.82%
Holding current value
$14.5 Million
Previous $14.2 Million 4.29%
% of portfolio
6.91%
Previous 7.18%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$50.48 - $57.12 $676,078 - $765,008
-13,393 Reduced 4.82%
264,464 $14.8 Million
Q2 2025

Jul 09, 2025
BUY
$42.54 - $50.99 $418,891 - $502,098
9,847 Added 3.67%
277,857 $14.2 Million
Q1 2025

Apr 24, 2025
SELL
$48.37 - $55.84 $622,231 - $718,325
-12,864 Reduced 4.58%
268,010 $13.1 Million
Q4 2024

Jan 16, 2025
BUY
$51.33 - $58.78 $81,768 - $93,636
1,593 Added 0.57%
280,874 $15.2 Million
Q3 2024

Oct 10, 2024
BUY
$46.45 - $53.68 $30,842 - $35,643
664 Added 0.24%
279,281 $14.7 Million
Q2 2024

Jul 16, 2024
SELL
$45.98 - $49.63 $38,209 - $41,242
-831 Reduced 0.3%
278,617 $13.1 Million
Q1 2024

Apr 30, 2024
SELL
$46.41 - $50.12 $175,754 - $189,804
-3,787 Reduced 1.34%
279,448 $14 Million
Q4 2023

Feb 07, 2024
BUY
$40.06 - $50.69 $389,743 - $493,163
9,729 Added 3.56%
283,235 $14.1 Million
Q3 2023

Oct 16, 2023
BUY
$42.52 - $48.12 $472,184 - $534,372
11,105 Added 4.23%
273,506 $11.8 Million
Q2 2023

Jul 14, 2023
BUY
$40.17 - $45.19 $658,948 - $741,296
16,404 Added 6.67%
262,401 $11.8 Million
Q1 2023

Apr 17, 2023
BUY
$41.46 - $49.11 $467,917 - $554,255
11,286 Added 4.81%
245,997 $10.6 Million
Q4 2022

Jan 19, 2023
SELL
$40.17 - $45.87 $161,162 - $184,030
-4,012 Reduced 1.68%
234,711 $0
Q3 2022

Nov 01, 2022
BUY
$39.17 - $47.72 $349,474 - $425,757
8,922 Added 3.88%
238,723 $9.35 Million
Q2 2022

Jul 21, 2022
BUY
$40.36 - $48.23 $738,588 - $882,609
18,300 Added 8.65%
229,801 $9.45 Million
Q1 2022

Apr 26, 2022
BUY
$46.51 - $52.43 $768,205 - $865,986
16,517 Added 8.47%
211,501 $10.1 Million
Q4 2021

Feb 10, 2022
BUY
$49.06 - $53.68 $9.57 Million - $10.5 Million
194,984 New
194,984 $10 Million

Others Institutions Holding EES

# of Institutions
160
Shares Held
7.09M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SMALLCAP FUND

EES Quotes by TradingView
  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
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