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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Shore Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Shore Point Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Shore Point Advisors

J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Wisdomtree Tr Us Smallcap Fund (EES)
Ishares Tr Msci Intl Moment (IMTM)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Msci Usa Min Vol (USMV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Ishares Tr Msci Eafe Min Vl (EFAV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Shore Point Advisors

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Bank of America Corporation
Savant Capital Management
Shore Point Advisors
Linscomb & Williams
Raymond James Financial Services Advisors
Commonwealth Equity Services
Kathleen S. Wright Associates
Global Retirement Partners
AE Wealth Management
9258 Wealth Management
Wells Fargo & Company
Private Advisor
Royal Bank of Canada
First Western Trust Bank

View all funds holding WisdomTree SmallCap Earnings Fund