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WisdomTree Earnings 500 Fund shares owned by Financial Gravity Companies

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Financial Gravity Companies from 13F filings

Historical chart of Financial Gravity Companies investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2024-12-31 $15M 241k 61.18
2024-09-30 $14M 232k 60.04

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Cantor Silverstein Opportunity Zone Trust Ii Real Estate Investme
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)

View all positions for Financial Gravity Companies

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
Lido Advisors
LPL Financial
Private Advisor
Morgan Stanley
Garrett Wealth Advisory Group
Essential Planning
Team Financial Group
Cetera Investment Advisers
Ieq Capital
Financial Gravity Companies
Kestra Advisory Services
Bank of America Corporation
Stenger Family Office
Kovitz Investment Group Partners

View all funds holding WisdomTree Earnings 500 Fund