WisdomTree SmallCap Earnings Fund shares owned by Shore Point Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Shore Point Advisors
from 13F filings
Historical chart of Shore Point Advisors investment in WisdomTree SmallCap Earnings Fund
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All positions including WisdomTree SmallCap Earnings Fund held by Shore Point Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree SmallCap Earnings Fund by Shore Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 265k | 55.87 |
| 2025-06-30 | $14M | 278k | 50.96 |
| 2025-03-31 | $13M | 268k | 48.84 |
| 2024-12-31 | $15M | 281k | 53.94 |
| 2024-09-30 | $15M | 279k | 52.75 |
| 2024-06-30 | $13M | 279k | 47.13 |
| 2024-03-31 | $14M | 279k | 50.12 |
| 2023-12-31 | $14M | 283k | 49.82 |
| 2023-09-30 | $12M | 274k | 43.27 |
| 2023-06-30 | $12M | 262k | 44.81 |
| 2023-03-31 | $11M | 246k | 43.22 |
| 2022-12-31 | $10M | 235k | 42.59 |
| 2022-09-30 | $9.4M | 239k | 39.17 |
| 2022-06-30 | $9.4M | 230k | 41.12 |
| 2022-03-31 | $10M | 212k | 47.96 |
| 2021-12-31 | $10M | 195k | 51.40 |
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