WisdomTree Earnings 500 Fund shares owned by Herold Advisors
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 16k | 68.94 |
| 2025-06-30 | $1.1M | 17k | 64.01 |
| 2025-03-31 | $1.0M | 17k | 59.28 |
| 2024-12-31 | $1.1M | 17k | 61.18 |
| 2024-09-30 | $1.1M | 18k | 60.04 |
| 2024-06-30 | $1.2M | 21k | 56.88 |
| 2024-03-31 | $1.2M | 21k | 55.40 |
| 2023-12-31 | $1.1M | 21k | 50.12 |
| 2023-09-30 | $963k | 21k | 45.75 |
| 2023-06-30 | $983k | 21k | 46.71 |
| 2023-03-31 | $920k | 21k | 43.72 |
| 2022-12-31 | $917k | 22k | 41.58 |
| 2022-09-30 | $929k | 24k | 38.37 |
| 2022-06-30 | $987k | 24k | 40.77 |
| 2022-03-31 | $1.1M | 23k | 48.36 |
| 2021-12-31 | $1.2M | 23k | 50.32 |
| 2021-09-30 | $1.1M | 24k | 45.97 |