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WisdomTree Earnings 500 Fund shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in WisdomTree Earnings 500 Fund

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 19k 53.97
2023-12-31 $972k 19k 51.00
2023-09-30 $835k 19k 44.97
2023-06-30 $714k 15k 47.92
2023-03-31 $657k 15k 44.16
2022-12-31 $670k 15k 45.10
2022-09-30 $611k 15k 41.21
2022-06-30 $651k 15k 44.02
2022-03-31 $628k 15k 42.56
2021-12-31 $570k 12k 47.37
2021-09-30 $591k 12k 49.19
2021-06-30 $583k 12k 47.38
2021-03-31 $563k 13k 45.17
2020-12-31 $513k 13k 41.16
2020-09-30 $685k 19k 35.77
2020-06-30 $735k 21k 34.45
2020-03-31 $607k 20k 31.03
2019-12-31 $722k 19k 37.49
2019-09-30 $672k 20k 34.11
2019-06-30 $661k 20k 33.56
2019-03-31 $648k 20k 32.90
2018-12-31 $576k 20k 29.24
2018-09-30 $552k 18k 30.09
2018-06-30 $541k 18k 30.67
2018-03-31 $521k 17k 30.35
2017-12-31 $533k 17k 31.05
2017-09-30 $491k 5.6k 87.00
2017-06-30 $445k 5.4k 83.19
2017-03-31 $239k 2.9k 81.49
2016-12-31 $74k 960 77.08
2016-09-30 $70k 960 72.92
2016-06-30 $67k 960 69.79
2016-03-31 $67k 960 69.79
2015-12-31 $67k 960 69.79
2015-09-30 $161k 2.5k 65.47
2015-06-30 $349k 4.9k 71.17
2015-03-31 $176k 2.4k 71.98
2014-12-31 $157k 2.2k 71.79

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding WisdomTree Earnings 500 Fund

Financial Gravity Wealth
Private Wealth Strategies
Private Advisor
Garrett Wealth Advisory Group
Team Financial Group
Kestra Advisory Services
Ieq Capital
Bank of America Corporation
Relative Value Partners
Jpmorgan Chase & Co
Creative Planning
H D Vest Advisory Services
Marietta Wealth Management
Advisory Alpha
Insight Advisors, LLC/ PA

View all funds holding WisdomTree Earnings 500 Fund