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 |
|---|---|---|---|---|---|
| Fiduciary Trust Company | 1.7M | $97M | 104% | Jun 2024 |
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| Private Wealth Strategies | 1.3M | $72M | 1% | Jun 2024 |
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| LPL Financial | 1.1M | $64M | 5% | Sep 2024 |
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| Private Advisor | 1.0M | $61M | -2% | Sep 2024 |
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| Morgan Stanley | 966k | $55M | 7% | Jun 2024 |
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| Garrett Wealth Advisory Group | 686k | $41M | 3% | Sep 2024 |
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| Team Financial Group | 429k | $26M | 2% | Sep 2024 |
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| Cetera Investment Advisers | 423k | $24M | 0% | Jun 2024 |
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| Ieq Capital | 265k | $15M | 0% | Jun 2024 |
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| Financial Gravity Wealth | 263k | $15M | 5% | Jun 2024 |
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| Financial Gravity Companies | 232k | $14M | 100% | Sep 2024 |
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| Bank of America Corporation | 202k | $12M | 2% | Sep 2024 |
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| Kestra Advisory Services | 195k | $12M | -26% | Sep 2024 |
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| Kovitz Investment Group Partners | 140k | $8.4M | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 127k | $7.6M | 13% | Sep 2024 |
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| H D Vest Advisory Services | 93k | $5.3M | -2% | Jun 2024 |
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| Marietta Wealth Management | 90k | $5.4M | 2% | Sep 2024 |
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| Creative Planning | 90k | $5.4M | -4% | Sep 2024 |
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| CFG Asset Management | 83k | $5.0M | 0% | Sep 2024 |
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| Vista Investment Management | 81k | $4.6M | 3% | Jun 2024 |
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| Wells Fargo & Company | 80k | $4.8M | 0% | Sep 2024 |
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| Western Wealth Management | 70k | $4.2M | 100% | Sep 2024 |
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| Prime Capital Investment Advisors | 64k | $3.8M | 0% | Sep 2024 |
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| Moloney Securities Asset Management | 64k | $3.8M | -5% | Sep 2024 |
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| Beacon Financial | 52k | $3.1M | -2% | Sep 2024 |
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| Envestnet Asset Management | 49k | $2.9M | -6% | Sep 2024 |
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| Lowe, Brockenbrough & Company | 46k | $2.8M | 0% | Sep 2024 |
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| Rockland Trust | 43k | $2.6M | -8% | Sep 2024 |
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| Baldwin Brothers | 36k | $2.2M | 100% | Sep 2024 |
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| Modera Wealth Management | 35k | $2.1M | 0% | Sep 2024 |
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| Win Advisors | 29k | $1.7M | 100% | Sep 2024 |
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| Harbour Investments | 29k | $1.7M | 12% | Sep 2024 |
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| Advisory Alpha | 27k | $1.6M | -5% | Sep 2024 |
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| Royal Bank of Canada | 26k | $1.6M | 0% | Sep 2024 |
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| Chicago Partners Investment | 26k | $1.6M | -1% | Sep 2024 |
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| Insight Advisors, LLC/ PA | 26k | $1.5M | -36% | Sep 2024 |
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| Kmg Fiduciary Partners | 25k | $1.5M | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 24k | $1.4M | -12% | Jun 2024 |
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| Patriot Financial Group Insurance Agency | 24k | $1.4M | -1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 22k | $1.3M | 1% | Sep 2024 |
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| GM Advisory | 21k | $1.2M | -7% | Sep 2024 |
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| Global Retirement Partners | 19k | $1.2M | 74% | Sep 2024 |
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| Herold Advisors | 18k | $1.1M | -16% | Sep 2024 |
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| Pine Valley Investments Ltd Liability | 18k | $1.0M | 3% | Jun 2024 |
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| Advisor Group Holdings | 15k | $902k | -81% | Sep 2024 |
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| Citigroup | 14k | $813k | 676% | Sep 2024 |
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| Steward Partners Investment Advisory | 13k | $753k | 0% | Jun 2024 |
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| Quartz Partners | 13k | $792k | 100% | Sep 2024 |
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| Raymond James & Associates | 13k | $765k | 8% | Sep 2024 |
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| Stifel Financial | 12k | $701k | 1% | Jun 2024 |
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| Essential Planning | 12k | $718k | -5% | Sep 2024 |
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| Rathbones Brothers | 11k | $619k | -15% | Jun 2024 |
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| Susquehanna International | 11k | $636k | -37% | Sep 2024 |
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| Mercer Global Advisors | 11k | $602k | 0% | Jun 2024 |
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| Parsons Capital Management | 10k | $625k | 0% | Sep 2024 |
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| Paul Damon & Associates | 10k | $600k | 0% | Sep 2024 |
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| Institute For Wealth Management | 9.9k | $595k | -6% | Sep 2024 |
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| Advisor Resource Council | 9.4k | $567k | 100% | Sep 2024 |
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| Melone Private Wealth | 9.2k | $553k | 0% | Sep 2024 |
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| Atria Investments | 8.7k | $525k | 29% | Sep 2024 |
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| Cornerstone Wealth Management | 8.6k | $519k | 0% | Sep 2024 |
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| Berger Financial Group | 8.2k | $490k | 0% | Sep 2024 |
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| Bouchey Financial | 7.8k | $469k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 7.3k | $437k | 1876% | Sep 2024 |
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| Jackson Creek Investment Advisors | 7.3k | $437k | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 7.2k | $433k | 3% | Sep 2024 |
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| Redwood Financial Network Corp | 7.2k | $432k | -5% | Sep 2024 |
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| E&G Advisors | 7.0k | $422k | 0% | Sep 2024 |
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| Charter Trust | 7.0k | $419k | -7% | Sep 2024 |
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| Beacon Financial Advisory | 6.9k | $416k | 38% | Sep 2024 |
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| Invst | 6.8k | $389k | 100% | Jun 2024 |
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| Commonwealth Equity Services | 6.8k | $405k | -5% | Sep 2024 |
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| Verus Capital Partners | 6.7k | $400k | 9% | Sep 2024 |
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| CoreCap Advisors | 6.6k | $397k | -1% | Sep 2024 |
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| Garrett Investment Advisors | 6.5k | $392k | 49% | Sep 2024 |
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| Capital Group Private Client Services | 6.4k | $383k | 1% | Sep 2024 |
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| We Are One Seven | 6.1k | $366k | 100% | Sep 2024 |
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| M^T Bank Corporation | 5.9k | $356k | 100% | Sep 2024 |
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| Secured Retirement Advisors | 5.9k | $354k | -7% | Sep 2024 |
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| Walkner Condon Financial Advisors | 5.5k | $332k | -4% | Sep 2024 |
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| Integrated Wealth Concepts | 5.4k | $324k | 24% | Sep 2024 |
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| Westwood Holdings | 5.1k | $307k | 0% | Sep 2024 |
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| IFS Advisors | 5.1k | $304k | 0% | Sep 2024 |
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| Old National Trust Company | 4.6k | $278k | 0% | Sep 2024 |
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| Mml Investors Services | 4.6k | $275k | -15% | Sep 2024 |
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| CI Private Wealth | 4.5k | $270k | 18% | Sep 2024 |
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| Park Avenue Securities | 4.1k | $247k | 100% | Sep 2024 |
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| Moller Financial Services | 3.7k | $224k | 0% | Sep 2024 |
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| Capital Management Corporation | 3.7k | $219k | 0% | Sep 2024 |
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| Seaward Management Limited Partnership | 3.6k | $216k | 0% | Sep 2024 |
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| Umb Bank N A | 3.5k | $211k | 0% | Sep 2024 |
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| Nbc Securities | 3.0k | $180k | 30% | Sep 2024 |
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| Creative Financial Designs | 2.1k | $123k | -17% | Sep 2024 |
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| SJS Investment Consulting | 1.7k | $104k | 0% | Sep 2024 |
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| Coastline Trust | 1.4k | $83k | 100% | Sep 2024 |
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| GPS Wealth Strategies Group | 1.4k | $83k | 0% | Sep 2024 |
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| Pnc Financial Services | 1.2k | $71k | 0% | Sep 2024 |
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| Geneos Wealth Management | 1.0k | $59k | 160% | Jun 2024 |
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| Brian McDonald | 1.0k | $61k | 100% | Sep 2024 |
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| Ancora Advisors | 835.00 | $50k | 27% | Sep 2024 |
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| Sunbelt Securities | 593.00 | $34k | 1% | Jun 2024 |
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| Hanson McClain Advisors | 385.00 | $23k | 0% | Sep 2024 |
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| Principal Securities | 286.00 | $17k | 0% | Sep 2024 |
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| Qube Research & Technologies | 174.00 | $9.9k | -83% | Jun 2024 |
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| Atlantic Trust | 160.00 | $9.6k | 0% | Sep 2024 |
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| Smartleaf Asset Management | 104.00 | $6.3k | -55% | Sep 2024 |
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| Spire Wealth Management | 100.00 | $6.0k | 100% | Sep 2024 |
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| Ronald Blue Trust | 81.00 | $4.6k | 0% | Sep 2024 |
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| Covestor | 75.00 | $5.0k | -23% | Sep 2024 |
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| Harwood Advisory | 35.00 | $2.1k | 100% | Sep 2024 |
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| PSI Advisors | 29.00 | $1.7k | 0% | Sep 2024 |
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| Mather Group | 9.00 | $540.000000 | 0% | Sep 2024 |
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Who sold out of WisdomTree Earnings 500 Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 155k | $7.9M |
| IFG Advisory | Jun 2024 | 5.8k | $331k |
| Tower Research Capital | Mar 2024 | 1.1k | $64k |
| International Assets Investment Management | Jun 2024 | 891.00 | $51k |
| Sound Income Strategies | Jun 2024 | 536.00 | $31k |
| Jackson, Grant Investment Advisers | Jun 2024 | 228.00 | $13k |
| Assetmark | Jun 2024 | 160.00 | $9.1k |