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WisdomTree Earnings 500 Fund shares owned by Essential Planning

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Earnings 500 Fund held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $698k 14k 50.11
2023-09-30 $651k 14k 45.75
2023-06-30 $739k 16k 46.71
2023-03-31 $706k 16k 43.72
2022-12-31 $908k 24k 38.19

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View all positions for Essential Planning

Top funds holding WisdomTree Earnings 500 Fund

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Garrett Wealth Advisory Group
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Team Financial Group
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Ieq Capital
Bank of America Corporation
Relative Value Partners
H D Vest Advisory Services
Creative Planning
Marietta Wealth Management

View all funds holding WisdomTree Earnings 500 Fund