WisdomTree Earnings 500 Fund shares owned by Garrett Investment Advisors
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Garrett Investment Advisors
from 13F filings
Historical chart of Garrett 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 Garrett Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Earnings 500 Fund by Garrett Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 4.3k | 68.94 |
| 2025-06-30 | $278k | 4.3k | 64.01 |
| 2025-03-31 | $257k | 4.3k | 59.28 |
| 2024-12-31 | $399k | 6.5k | 61.18 |
| 2024-09-30 | $392k | 6.5k | 60.04 |
| 2024-06-30 | $250k | 4.4k | 56.88 |
| 2024-03-31 | $243k | 4.4k | 55.40 |
| 2023-12-31 | $229k | 4.6k | 50.11 |
| 2023-09-30 | $321k | 7.0k | 45.75 |
| 2023-06-30 | $367k | 7.9k | 46.71 |
| 2023-03-31 | $346k | 7.9k | 43.72 |
| 2022-12-31 | $353k | 8.5k | 41.58 |
| 2022-09-30 | $550k | 14k | 38.41 |
| 2022-06-30 | $4.7M | 116k | 40.80 |
| 2022-03-31 | $4.9M | 101k | 48.36 |
| 2021-12-31 | $4.3M | 86k | 50.36 |
| 2021-09-30 | $3.6M | 78k | 45.99 |
| 2021-06-30 | $3.5M | 76k | 46.21 |
| 2021-03-31 | $3.2M | 73k | 43.36 |
| 2020-12-31 | $2.8M | 71k | 40.16 |
More positions owned by Garrett Investment Advisors
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