Shore Point Advisors, LLC EES Holdings History
Shore Point Advisors, LLC's WisdomTree U.S. SmallCap Fund Holding Summary
As of 2025-06-30, Shore Point Advisors, LLC held 277,857.00 shares of WisdomTree U.S. SmallCap Fund(EES), totaling $14.16 Mil. This investment constitutes 6.81% of their stock portfolio, and Shore Point Advisors, LLC now holds 2.43% of the outstanding WisdomTree U.S. SmallCap Fund(EES) stock.
The initial trade took place in 2021Q4. And since then Shore Point Advisors, LLC has made 10 purchases of EES, at an average price of $48.77, for a total of 299,351.00 shares. In addition, there have been 4 sales at an average price of $49.89 for 21,494.00 shares. Based on historical transaction data and EES's current price of $52.86, Shore Point Advisors, LLC's estimated gain on his EES holdings is $1.16 Mil, reflecting a 7.96% gain to date.
Shore Point Advisors, LLC EES ($52.86) Holding Chart
Shore Point Advisors, LLC EES ($52.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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