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 | 2.1M | $146M | -6% | Sep 2025 |
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| LPL Financial | 1.3M | $93M | 5% | Sep 2025 |
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| Morgan Stanley | 935k | $60M | 100% | Jun 2025 |
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| Lido Advisors | 832k | $57M | -4% | Sep 2025 |
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| Garrett Wealth Advisory Group | 807k | $56M | 2% | Sep 2025 |
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| Private Advisor | 621k | $43M | -41% | Sep 2025 |
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| Cetera Investment Advisers | 553k | $38M | 24% | Sep 2025 |
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| Team Financial Group | 452k | $31M | 0% | Sep 2025 |
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| Financial Gravity Companies | 278k | $18M | 100% | Jun 2025 |
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| Ieq Capital | 265k | $18M | 0% | Sep 2025 |
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| Financial Gravity Wealth | 264k | $18M | 1% | Sep 2025 |
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| Systelligence | 247k | $17M | 122% | Sep 2025 |
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| Integrity Alliance | 247k | $17M | 68% | Sep 2025 |
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| Kestra Advisory Services | 229k | $16M | -5% | Sep 2025 |
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| Flagship Wealth Advisors | 157k | $11M | 80% | Sep 2025 |
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| WealthPlan Investment Management | 150k | $10M | 426% | Sep 2025 |
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| Win Advisors | 141k | $9.7M | 1% | Sep 2025 |
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| Kovitz Investment Group Partners | 140k | $9.6M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 138k | $9.5M | 5% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 122k | $8.4M | 11% | Sep 2025 |
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| H D Vest Advisory Services | 103k | $6.6M | 0% | Jun 2025 |
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| Marietta Wealth Management | 100k | $6.9M | 1% | Sep 2025 |
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| Creative Planning | 94k | $6.5M | 0% | Sep 2025 |
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| UBS Group | 89k | $6.1M | -12% | Sep 2025 |
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| Vista Investment Management | 81k | $5.6M | -2% | Sep 2025 |
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| Wells Fargo & Company | 81k | $5.6M | -1% | Sep 2025 |
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| Moloney Securities Asset Management | 79k | $5.5M | 7% | Sep 2025 |
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| Two Sigma Investments | 75k | $5.1M | 37% | Sep 2025 |
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| Per Stirling Capital Management | 74k | $5.1M | 100% | Sep 2025 |
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| CFG Asset Management | 70k | $4.8M | 0% | Sep 2025 |
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| Goldman Sachs Group | 60k | $4.1M | 120% | Sep 2025 |
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| Harbour Investments | 57k | $3.9M | 19% | Sep 2025 |
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| Ameriprise Financial | 56k | $3.8M | 431% | Sep 2025 |
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| Prime Capital Investment Advisors | 56k | $3.8M | 0% | Sep 2025 |
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| Betterment | 51k | $3.5M | -3% | Sep 2025 |
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| Maia Wealth | 50k | $3.5M | 20% | Sep 2025 |
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| Advisor Group Holdings | 50k | $3.4M | 99% | Sep 2025 |
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| Lowe, Brockenbrough & Company | 46k | $3.2M | 0% | Sep 2025 |
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| AssuredPartners Investment Advisors | 43k | $3.0M | 0% | Sep 2025 |
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| Beacon Financial | 39k | $2.7M | -15% | Sep 2025 |
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| Raymond James Financial | 39k | $2.7M | 13% | Sep 2025 |
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| Concurrent Investment Advisors | 38k | $2.6M | 2% | Sep 2025 |
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| Rockland Trust | 36k | $2.5M | -3% | Sep 2025 |
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| Modera Wealth Management | 35k | $2.4M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 35k | $2.4M | 812% | Sep 2025 |
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| Susquehanna International | 32k | $2.2M | -24% | Sep 2025 |
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| Jones Financial Companies, L.L | 28k | $1.9M | 39% | Sep 2025 |
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| Kmg Fiduciary Partners | 27k | $1.9M | 0% | Sep 2025 |
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| Chicago Partners Investment | 26k | $1.8M | -1% | Sep 2025 |
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| Royal Bank of Canada | 25k | $1.7M | -5% | Sep 2025 |
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| Hershey Financial Advisers | 24k | $1.7M | 100% | Sep 2025 |
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| Advisory Alpha | 24k | $1.7M | -1% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 23k | $1.6M | -5% | Sep 2025 |
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| Global Retirement Partners | 21k | $1.5M | 0% | Sep 2025 |
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| Seven Mile Advisory | 19k | $1.3M | 100% | Sep 2025 |
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| Jane Street | 19k | $1.3M | 100% | Sep 2025 |
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| FMR | 18k | $1.2M | 13% | Sep 2025 |
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| Beacon Financial Advisory | 18k | $1.2M | -14% | Sep 2025 |
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| Summit Financial | 17k | $1.1M | 100% | Sep 2025 |
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| Herold Advisors | 16k | $1.1M | -9% | Sep 2025 |
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| GM Advisory | 15k | $1.0M | -13% | Sep 2025 |
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| Arkadios Wealth Advisors | 14k | $992k | 5% | Sep 2025 |
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| Envestnet Asset Management | 13k | $890k | 4% | Sep 2025 |
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| Steward Partners Investment Advisory | 13k | $868k | 1% | Sep 2025 |
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| Stifel Financial | 12k | $856k | 3% | Sep 2025 |
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| Atria Investments | 12k | $821k | 29% | Sep 2025 |
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| Centaurus Financial | 12k | $800k | 0% | Sep 2025 |
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| Essential Planning | 11k | $753k | 0% | Sep 2025 |
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| Rathbones Brothers | 11k | $738k | -1% | Sep 2025 |
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| Quartz Partners | 10k | $710k | -1% | Sep 2025 |
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| ORG Partners | 10k | $691k | -6% | Sep 2025 |
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| Paul Damon & Associates | 10k | $689k | 0% | Sep 2025 |
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| Seek First | 9.8k | $676k | -10% | Sep 2025 |
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| Triad Wealth Partners | 9.7k | $667k | 100% | Sep 2025 |
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| AE Wealth Management | 9.2k | $637k | 2058% | Sep 2025 |
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| Parsons Capital Management | 9.1k | $628k | -3% | Sep 2025 |
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| Melone Private Wealth | 8.9k | $614k | -1% | Sep 2025 |
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| Parkside Financial Bank & Trust | 8.8k | $608k | 0% | Sep 2025 |
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| Mach-1 Financial Group | 8.7k | $601k | 100% | Sep 2025 |
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| Brand Asset Management Group | 8.7k | $600k | 100% | Sep 2025 |
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| Cornerstone Wealth Management | 8.7k | $599k | 2% | Sep 2025 |
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| Institute For Wealth Management | 8.6k | $591k | -13% | Sep 2025 |
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| Verus Capital Partners | 8.4k | $580k | 3% | Sep 2025 |
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| Berger Financial Group | 8.1k | $560k | 0% | Sep 2025 |
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| Bouchey Financial | 7.8k | $539k | 0% | Sep 2025 |
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| Commonwealth Equity Services | 7.4k | $513k | 10% | Sep 2025 |
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| E&G Advisors | 7.3k | $502k | 1% | Sep 2025 |
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| Kilter Group | 7.2k | $463k | 3% | Jun 2025 |
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| SWMG | 6.8k | $469k | 51% | Sep 2025 |
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| Nbc Securities | 6.7k | $465k | -1% | Sep 2025 |
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| Redwood Financial Network Corp | 6.7k | $463k | -7% | Sep 2025 |
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| Goss Wealth Management | 6.4k | $441k | -4% | Sep 2025 |
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| Capital Group Private Client Services | 6.4k | $440k | 0% | Sep 2025 |
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| Kelman-Lazarov | 6.0k | $413k | 100% | Sep 2025 |
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| IFG Advisory | 5.9k | $409k | 2% | Sep 2025 |
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| M^T Bank Corporation | 5.9k | $409k | 0% | Sep 2025 |
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| Charter Trust | 5.7k | $394k | 0% | Sep 2025 |
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| Optima Capital | 5.2k | $358k | 0% | Sep 2025 |
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| Westwood Holdings | 5.1k | $352k | 0% | Sep 2025 |
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| Strategic Financial Concepts | 4.9k | $340k | 100% | Sep 2025 |
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| IFS Advisors | 4.9k | $336k | 0% | Sep 2025 |
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| Focus Financial Network | 4.8k | $331k | 0% | Sep 2025 |
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| Two Sigma Securities | 4.7k | $324k | 100% | Sep 2025 |
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| HPM Partners | 4.6k | $320k | 0% | Sep 2025 |
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| CoreCap Advisors | 4.3k | $296k | -8% | Sep 2025 |
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| Garrett Investment Advisors | 4.3k | $296k | -1% | Sep 2025 |
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| Walkner Condon Financial Advisors | 4.2k | $293k | 0% | Sep 2025 |
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| Founders Financial Alliance | 4.1k | $280k | 15% | Sep 2025 |
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| Advisory Services Network | 3.9k | $271k | 0% | Sep 2025 |
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| Park Avenue Securities | 3.9k | $270k | 5% | Sep 2025 |
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| Pnc Financial Services | 3.9k | $267k | 0% | Sep 2025 |
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| We Are One Seven | 3.8k | $263k | -19% | Sep 2025 |
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| Secured Retirement Advisors | 3.8k | $259k | 0% | Sep 2025 |
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| Moller Financial Services | 3.7k | $257k | 0% | Sep 2025 |
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| First Trust Advisors | 3.7k | $256k | 0% | Sep 2025 |
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| CI Private Wealth | 3.7k | $255k | 0% | Sep 2025 |
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| Mutual Advisors | 3.7k | $253k | -10% | Sep 2025 |
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| Umb Bank N A | 3.5k | $243k | 0% | Sep 2025 |
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| Mml Investors Services | 3.5k | $242k | -14% | Sep 2025 |
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| Axxcess Wealth Management | 3.5k | $241k | -2% | Sep 2025 |
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| Capital Management Corporation | 3.2k | $221k | -1% | Sep 2025 |
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| RMR Wealth Builders | 3.2k | $219k | -1% | Sep 2025 |
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| Apollon Wealth Management | 3.0k | $206k | 100% | Sep 2025 |
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| Peterson Wealth Advisors | 2.9k | $200k | 100% | Sep 2025 |
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| Nova Wealth Management | 2.8k | $193k | -22% | Sep 2025 |
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| REAP Financial Group | 2.2k | $153k | -20% | Sep 2025 |
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| SJS Investment Consulting | 1.7k | $119k | 0% | Sep 2025 |
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| IFP Advisors | 1.7k | $115k | 100% | Sep 2025 |
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| GPS Wealth Strategies Group | 1.4k | $95k | 0% | Sep 2025 |
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| Coastline Trust | 1.2k | $85k | -11% | Sep 2025 |
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| Advisors Preferred | 1.2k | $82k | 100% | Sep 2025 |
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| MAI Wealth Advisors | 1.1k | $74k | 4% | Sep 2025 |
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| Hanson McClain Advisors | 1.0k | $71k | -45% | Sep 2025 |
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| Brian McDonald | 1.0k | $70k | 0% | Sep 2025 |
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| Creative Financial Designs | 994.00 | $69k | 0% | Sep 2025 |
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| Tower Research Capital | 951.00 | $66k | 100% | Sep 2025 |
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| Bartlett & Co. Wealth Management | 939.00 | $65k | 0% | Sep 2025 |
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| Ancora Advisors | 835.00 | $58k | 0% | Sep 2025 |
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| Geneos Wealth Management | 640.00 | $44k | 0% | Sep 2025 |
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| BlackRock | 478.00 | $33k | -50% | Sep 2025 |
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| Principal Securities | 286.00 | $20k | 0% | Sep 2025 |
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| CWM | 207.00 | $14k | 100% | Sep 2025 |
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| Triumph Capital Management | 200.00 | $14k | 100% | Sep 2025 |
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| Toth Financial Advisory Corporation | 183.00 | $13k | 100% | Sep 2025 |
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| Atlantic Trust | 160.00 | $11k | 0% | Sep 2025 |
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| Smartleaf Asset Management | 132.00 | $9.1k | 0% | Sep 2025 |
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| Qube Research & Technologies | 124.00 | $8.5k | 0% | Sep 2025 |
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| Spire Wealth Management | 100.00 | $6.9k | 0% | Sep 2025 |
|
| Covestor | 96.00 | $7.0k | -9% | Sep 2025 |
|
| Ronald Blue Trust | 81.00 | $5.6k | 0% | Sep 2025 |
|
Who sold out of WisdomTree Earnings 500 Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 30k | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Jun 2025 | 28k | $1.8M |
| Patriot Financial Group Insurance Agency | Jun 2025 | 17k | $1.1M |
| Equitable Holdings | Jun 2025 | 14k | $918k |
| Jackson Creek Investment Advisors | Jun 2025 | 9.0k | $573k |
| Advisor Resource Council | Jun 2025 | 7.3k | $468k |
| Huntleigh Advisors | Jun 2025 | 6.5k | $416k |
| Fort Point Capital Partners | Jun 2025 | 4.8k | $308k |
| Integrated Wealth Concepts | Jun 2025 | 3.4k | $219k |
| NorthRock Partners | Mar 2025 | 2.6k | $153k |
| Thurston, Springer, Miller, Herd & Titak | Jun 2025 | 480.00 | $31k |
| Transce3nd | Jun 2025 | 268.00 | $17k |