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WisdomTree Earnings 500 Fund shares owned by Paul Damon & Associates

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Paul Damon & Associates from 13F filings

Historical chart of Paul Damon & Associates investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Earnings 500 Fund held by Paul Damon & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Paul Damon & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $554k 10k 55.40
2023-12-31 $501k 10k 50.12
2023-09-30 $458k 10k 45.75
2023-06-30 $467k 10k 46.71
2023-03-31 $437k 10k 43.72
2022-12-31 $416k 10k 41.58

More positions owned by Paul Damon & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Paul Damon & Associates

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