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WisdomTree Earnings 500 Fund shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management investment in WisdomTree Earnings 500 Fund

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $519k 8.6k 60.04
2024-06-30 $491k 8.6k 56.88
2024-03-31 $477k 8.6k 55.40
2023-12-31 $431k 8.6k 50.12
2023-03-31 $230k 5.2k 43.72

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Pacer Us Small (CALF)

View all positions for Cornerstone Wealth Management

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