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WisdomTree Earnings 500 Fund shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship Wealth 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 Flagship Wealth 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 Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 157k 68.94
2025-06-30 $5.6M 87k 64.01
2025-03-31 $4.7M 80k 59.28

More positions owned by Flagship Wealth Advisors

Invesco QQQ Trust Exchange Traded Fund (QQQ)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)
Fidelity High Dividend ETF Exchange Traded Fund (FDVV)
WisdomTree U.S. LargeCap Fund Exchange Traded Fund (EPS)
Vanguard Value ETF Exchange Traded Fund (VTV)
Invesco S&P MidCap Momentum ETF Exchange Traded Fund (XMMO)
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
NVIDIA Corp Common Stock (NVDA)
WisdomTree US Quality Dividend Gr ETF Exchange Traded Fund (DGRW)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)

View all positions for Flagship Wealth 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