Shore Point Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Shore Point Advisors, LLC
- $170 Million
- Q1 2024
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 279,448 shares of EES stock, worth $13.2 Million. This represents 8.23% of its overall portfolio holdings.
Number of Shares
279,448
Previous 283,235
1.34%
Holding current value
$13.2 Million
Previous $14.1 Million
0.74%
% of portfolio
8.23%
Previous 9.01%
Shares
10 transactions
Others Institutions Holding EES
# of Institutions
145Shares Held
7.77MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY908KShares$42.8 Million0.0% of portfolio
-
Ubs Group Ag818KShares$38.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC797KShares$37.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN523KShares$24.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC521KShares$24.5 Million0.01% of portfolio