WisdomTree Earnings 500 Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $381k | 7.4k | 51.43 |
| 2023-09-30 | $4.6M | 100k | 45.75 |
| 2023-06-30 | $4.5M | 97k | 46.71 |
| 2023-03-31 | $4.1M | 94k | 43.72 |
| 2022-12-31 | $4.0M | 97k | 41.58 |
| 2022-09-30 | $6.6M | 172k | 38.39 |
| 2022-06-30 | $7.2M | 177k | 40.80 |
| 2022-03-31 | $6.3M | 131k | 48.36 |
| 2021-12-31 | $1.4M | 28k | 50.37 |
| 2021-09-30 | $841k | 18k | 45.98 |
| 2021-06-30 | $4.6M | 99k | 46.21 |
| 2021-03-31 | $2.3M | 53k | 43.34 |
| 2020-12-31 | $2.0M | 50k | 40.16 |
| 2020-09-30 | $1.6M | 47k | 35.41 |
| 2020-06-30 | $6.4M | 194k | 33.17 |
| 2020-03-31 | $7.1M | 251k | 28.11 |
| 2019-12-31 | $9.0M | 244k | 36.69 |
| 2019-09-30 | $7.4M | 220k | 33.54 |
| 2019-06-30 | $1.1M | 34k | 32.87 |