WisdomTree Earnings 500 Fund shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $992k | 14k | 68.95 |
| 2025-06-30 | $875k | 14k | 64.00 |
| 2025-03-31 | $795k | 13k | 59.29 |
| 2023-03-31 | $236k | 5.4k | 43.72 |
| 2022-12-31 | $214k | 5.2k | 41.58 |
| 2022-06-30 | $231k | 5.7k | 40.77 |
| 2022-03-31 | $325k | 6.7k | 48.40 |
| 2021-12-31 | $425k | 8.4k | 50.40 |
| 2021-09-30 | $575k | 13k | 45.97 |
| 2021-06-30 | $648k | 14k | 46.20 |
| 2021-03-31 | $678k | 16k | 43.34 |
| 2020-12-31 | $416k | 10k | 40.14 |
| 2020-03-31 | $19k | 671 | 28.11 |
| 2019-12-31 | $47k | 1.2k | 37.84 |