Kingsview Wealth Management, LLC
Position in EES — WisdomTree U.S. SmallCap Fund
CIK 1791965
GRANTS PASS, OR
All Filings in EES
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 EES | $254,454 | 5,399 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 EES | $288,139 | 5,749 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 EES | $310,378 | 6,230 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 EES | $279,307 | 6,455 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 EES | $289,248 | 6,455 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 EES | $283,307 | 6,555 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 EES | $279,177 | 6,555 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 EES | $256,759 | 6,555 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 EES | $275,709 | 6,705 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 EES | $324,065 | 6,757 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 EES | $354,865 | 6,904 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 EES | $340,436 | 7,044 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 EES | $344,544 | 6,976 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 EES | $199,564 | 4,212 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||