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WisdomTree Earnings 500 Fund shares owned by Essential Planning

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in WisdomTree Earnings 500 Fund

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $718k 12k 60.04
2024-06-30 $717k 13k 56.88
2024-03-31 $698k 14k 50.11
2023-09-30 $651k 14k 45.75
2023-06-30 $739k 16k 46.71
2023-03-31 $706k 16k 43.72
2022-12-31 $908k 24k 38.19

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View all positions for Essential Planning

Top funds holding WisdomTree Earnings 500 Fund

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