WisdomTree Earnings 500 Fund shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 18k | 68.94 |
| 2025-06-30 | $1.3M | 20k | 64.01 |
| 2025-03-31 | $1.4M | 24k | 59.28 |
| 2024-12-31 | $603k | 9.9k | 61.18 |
| 2024-09-30 | $416k | 6.9k | 60.04 |
| 2024-06-30 | $285k | 5.0k | 56.88 |