Shore Point Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Shore Point Advisors, LLC
- $197 Million
- Q2 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 277,857 shares of EES stock, worth $14.4 Million. This represents 7.18% of its overall portfolio holdings.
Number of Shares
277,857
Previous 268,010
3.67%
Holding current value
$14.4 Million
Previous $13.1 Million
8.24%
% of portfolio
7.18%
Previous 7.32%
Shares
15 transactions
Others Institutions Holding EES
# of Institutions
154Shares Held
7.63MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC811KShares$42.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY750KShares$38.9 Million0.0% of portfolio
-
Ubs Group Ag734KShares$38 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN489KShares$25.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC475KShares$24.6 Million0.01% of portfolio