Who owns WisdomTree Earnings 500 Fund?
- Ticker: EPS
- CUSIP Number: 97717W588
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Earnings 500 Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree Earnings 500 Fund stock
Who bought or sold WisdomTree Earnings 500 Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Financial Gravity Wealth | 3.0M | $1.7M | 0% | Dec 2023 |
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| Private Wealth Strategies | 1.3M | $69M | -17% | Mar 2024 |
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| Private Advisor | 982k | $54M | -2% | Mar 2024 |
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| LPL Financial | 968k | $54M | 28% | Mar 2024 |
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| Morgan Stanley | 901k | $50M | -27% | Mar 2024 |
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| Garrett Wealth Advisory Group | 644k | $36M | 13% | Mar 2024 |
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| Team Financial Group | 405k | $22M | -1% | Mar 2024 |
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| Kestra Advisory Services | 319k | $16M | 39% | Dec 2023 |
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| Ieq Capital | 265k | $15M | 0% | Mar 2024 |
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| Bank of America Corporation | 201k | $11M | -2% | Mar 2024 |
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| Relative Value Partners | 155k | $7.9M | 0% | Mar 2024 |
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| H D Vest Advisory Services | 95k | $5.3M | 0% | Mar 2024 |
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| Creative Planning | 94k | $5.2M | -2% | Mar 2024 |
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| Marietta Wealth Management | 89k | $4.9M | 2% | Mar 2024 |
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| Advisory Alpha | 85k | $4.7M | -4% | Mar 2024 |
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| CFG Asset Management | 83k | $4.6M | 29% | Mar 2024 |
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| Wells Fargo & Company | 82k | $4.5M | 8% | Mar 2024 |
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| Vista Investment Management | 79k | $4.4M | 0% | Mar 2024 |
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| Advisor Group Holdings | 78k | $4.3M | 0% | Mar 2024 |
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| UBS Group | 75k | $4.1M | 3% | Mar 2024 |
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| Prime Capital Investment Advisors | 67k | $3.4M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 66k | $3.7M | -44% | Mar 2024 |
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| Moloney Securities Asset Management | 66k | $3.7M | 23% | Mar 2024 |
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| Insight Advisors, LLC/ PA | 57k | $3.2M | -30% | Mar 2024 |
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| Envestnet Asset Management | 55k | $3.0M | -36% | Mar 2024 |
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| Beacon Financial | 54k | $3.0M | -5% | Mar 2024 |
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| Rockland Trust | 48k | $2.7M | -4% | Mar 2024 |
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| Lowe, Brockenbrough & Company | 47k | $2.6M | 2% | Mar 2024 |
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| Klr Investment Advisors | 41k | $2.2M | -16% | Mar 2024 |
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| Cambridge Investment Research Advisors | 36k | $2.0M | 100% | Mar 2024 |
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| Modera Wealth Management | 35k | $2.0M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 28k | $1.5M | -33% | Mar 2024 |
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| Harbour Investments | 28k | $1.4M | 104% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 26k | $1.5M | -8% | Mar 2024 |
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| Royal Bank of Canada | 26k | $1.4M | 11% | Mar 2024 |
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| Betterment | 26k | $1.4M | -2% | Mar 2024 |
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| Kmg Fiduciary Partners | 25k | $1.4M | 0% | Mar 2024 |
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| Susquehanna International | 23k | $1.3M | 30% | Mar 2024 |
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| Raymond James Financial Services Advisors | 23k | $1.3M | 1% | Mar 2024 |
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| Win Advisors | 23k | $1.2M | 100% | Mar 2024 |
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| GM Advisory | 22k | $1.2M | 1% | Mar 2024 |
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| Herold Advisors | 21k | $1.2M | 0% | Mar 2024 |
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| Chicago Partners Investment | 19k | $1.0M | 0% | Mar 2024 |
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| Pine Valley Investments Ltd Liability | 17k | $951k | 5% | Mar 2024 |
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| Essential Planning | 14k | $698k | -2% | Mar 2024 |
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| Steward Partners Investment Advisory | 13k | $730k | -1% | Mar 2024 |
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| Rathbones Brothers | 13k | $706k | -2% | Mar 2024 |
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| Raymond James & Associates | 13k | $691k | -5% | Mar 2024 |
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| Stifel Financial | 12k | $679k | -1% | Mar 2024 |
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| CoreCap Advisors | 12k | $574k | -1% | Dec 2023 |
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| Institute For Wealth Management | 11k | $592k | -2% | Mar 2024 |
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| Mercer Global Advisors | 11k | $585k | -6% | Mar 2024 |
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| Parsons Capital Management | 11k | $581k | 4% | Mar 2024 |
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| Paul Damon & Associates | 10k | $554k | 0% | Mar 2024 |
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| Advisor Resource Council | 9.7k | $488k | 100% | Mar 2024 |
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| Melone Private Wealth | 9.2k | $511k | -8% | Mar 2024 |
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| Ameriprise Financial | 9.2k | $508k | -8% | Mar 2024 |
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| Cornerstone Wealth Management | 8.6k | $477k | 0% | Mar 2024 |
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| Berger Financial Group | 8.2k | $452k | 0% | Mar 2024 |
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| Redwood Financial Network Corp | 7.9k | $439k | -30% | Mar 2024 |
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| Bouchey Financial | 7.8k | $433k | 0% | Mar 2024 |
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| Charter Trust | 7.5k | $415k | -3% | Mar 2024 |
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| E&G Advisors | 6.9k | $385k | 1% | Mar 2024 |
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| Commonwealth Equity Services | 6.9k | $380k | 0% | Mar 2024 |
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| Secured Retirement Advisors | 6.6k | $366k | 0% | Mar 2024 |
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| Walkner Condon Financial Advisors | 6.5k | $357k | -5% | Mar 2024 |
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| Verus Capital Partners | 5.3k | $296k | 5% | Mar 2024 |
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| FMR | 5.3k | $296k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 5.1k | $282k | 3% | Mar 2024 |
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| IFS Advisors | 5.1k | $281k | 0% | Mar 2024 |
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| Old National Trust Company | 4.6k | $256k | 0% | Mar 2024 |
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| Garrett Investment Advisors | 4.4k | $243k | -4% | Mar 2024 |
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| Integrated Wealth Concepts | 4.3k | $240k | 100% | Mar 2024 |
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| Moller Financial Services | 4.2k | $232k | 0% | Mar 2024 |
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| Capital Management Corporation | 3.7k | $204k | 100% | Mar 2024 |
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| CI Private Wealth | 3.7k | $203k | 100% | Mar 2024 |
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| Global Retirement Partners | 3.7k | $202k | 0% | Mar 2024 |
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| Umb Bank N A | 3.5k | $195k | 0% | Mar 2024 |
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| Huntington National Bank | 2.5k | $137k | -60% | Mar 2024 |
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| Nbc Securities | 2.4k | $134k | -81% | Mar 2024 |
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| Creative Financial Designs | 2.4k | $132k | 0% | Mar 2024 |
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| SJS Investment Consulting | 1.7k | $96k | -1% | Mar 2024 |
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| Citigroup | 1.7k | $95k | 58% | Mar 2024 |
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| GPS Wealth Strategies Group | 1.4k | $76k | 0% | Mar 2024 |
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| EPG Wealth Management | 1.4k | $71k | 0% | Dec 2023 |
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| Pnc Financial Services | 1.2k | $65k | 0% | Mar 2024 |
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| Tower Research Capital | 1.1k | $64k | 21% | Mar 2024 |
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| Qube Research & Technologies | 1.0k | $58k | -49% | Mar 2024 |
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| Bank Of Montreal | 900.00 | $50k | 0% | Mar 2024 |
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| Ancora Advisors | 660.00 | $37k | 0% | Mar 2024 |
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| Sunbelt Securities | 590.00 | $33k | 0% | Mar 2024 |
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| Sound Income Strategies | 536.00 | $30k | 0% | Mar 2024 |
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| Geneos Wealth Management | 400.00 | $22k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 385.00 | $21k | 0% | Mar 2024 |
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| Aptus Capital Advisors | 370.00 | $21k | 100% | Mar 2024 |
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| Principal Securities | 286.00 | $16k | 0% | Mar 2024 |
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| Smartleaf Asset Management | 268.00 | $14k | -100% | Mar 2024 |
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| Laurel Wealth Advisors | 219.00 | $12k | 0% | Mar 2024 |
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| Atlantic Trust | 160.00 | $8.9k | 100% | Mar 2024 |
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| Covestor | 97.00 | $5.0k | -59% | Mar 2024 |
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| Ronald Blue Trust | 81.00 | $4.5k | 100% | Mar 2024 |
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| PSI Advisors | 29.00 | $1.6k | 0% | Mar 2024 |
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| Mather Group | 9.00 | $450.999900 | 100% | Mar 2024 |
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Who sold out of WisdomTree Earnings 500 Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RFG Advisory | Dec 2023 | 26k | $1.3M |
| IFP Advisors | Sep 2023 | 18k | $812k |
| My Legacy Advisors | Sep 2023 | 10k | $461k |
| AE Wealth Management | Dec 2023 | 7.4k | $381k |
| Mezzasalma Advisors | Dec 2023 | 6.3k | $314k |
| Goldman Sachs Group | Dec 2023 | 6.1k | $303k |
| IFG Advisory | Dec 2023 | 5.8k | $289k |
| Park Avenue Securities | Dec 2023 | 4.1k | $206k |
| CWM | Dec 2023 | 219.00 | $11k |