WisdomTree Earnings 500 Fund shares owned by Beacon Financial
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 52k | 60.04 |
| 2024-06-30 | $3.0M | 53k | 56.88 |
| 2024-03-31 | $3.0M | 54k | 55.40 |
| 2023-12-31 | $2.8M | 57k | 50.12 |
| 2023-09-30 | $2.1M | 44k | 47.75 |
| 2023-06-30 | $2.2M | 48k | 46.24 |
| 2023-03-31 | $2.1M | 48k | 43.93 |
| 2022-12-31 | $2.0M | 48k | 41.58 |
| 2022-09-30 | $1.9M | 49k | 38.90 |
| 2022-06-30 | $12M | 278k | 41.72 |
| 2022-03-31 | $20M | 414k | 48.94 |
| 2021-12-31 | $33M | 651k | 50.77 |
| 2021-09-30 | $31M | 654k | 46.63 |
| 2021-06-30 | $31M | 674k | 46.49 |
| 2021-03-31 | $36M | 878k | 41.07 |
| 2020-12-31 | $36M | 878k | 41.07 |
| 2020-09-30 | $31M | 875k | 35.42 |
| 2020-06-30 | $22M | 680k | 32.76 |