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WisdomTree Earnings 500 Fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Earnings 500 Fund held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 38k 68.94
2025-06-30 $2.4M 38k 64.01
2025-03-31 $2.7M 45k 59.28
2024-12-31 $403k 6.6k 61.18

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
LPL Financial
Morgan Stanley
Lido Advisors
Garrett Wealth Advisory Group
Private Advisor
Cetera Investment Advisers
Team Financial Group
Financial Gravity Companies
Ieq Capital
Financial Gravity Wealth
Systelligence
Integrity Alliance
Kestra Advisory Services
Flagship Wealth Advisors

View all funds holding WisdomTree Earnings 500 Fund