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WisdomTree Earnings 500 Fund shares owned by CI Private Wealth

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in WisdomTree Earnings 500 Fund

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All positions including WisdomTree Earnings 500 Fund held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $270k 4.5k 60.04
2024-06-30 $218k 3.8k 56.88
2024-03-31 $203k 3.7k 55.40

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
Private Wealth Strategies
LPL Financial
Private Advisor
Morgan Stanley
Garrett Wealth Advisory Group
Team Financial Group
Cetera Investment Advisers
Ieq Capital
Financial Gravity Wealth
Financial Gravity Companies
Bank of America Corporation
Kestra Advisory Services
Kovitz Investment Group Partners
Jpmorgan Chase & Co

View all funds holding WisdomTree Earnings 500 Fund