WisdomTree Earnings 500 Fund shares owned by IFG Advisory
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by IFG Advisory
from 13F filings
Historical chart of IFG Advisory investment in WisdomTree Earnings 500 Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree Earnings 500 Fund held by IFG Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Earnings 500 Fund by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 5.9k | 68.94 |
| 2025-06-30 | $372k | 5.8k | 64.01 |
| 2025-03-31 | $345k | 5.8k | 59.28 |
| 2024-12-31 | $356k | 5.8k | 61.18 |
| 2024-06-30 | $331k | 5.8k | 56.88 |
| 2023-12-31 | $289k | 5.8k | 50.12 |
| 2023-09-30 | $264k | 5.8k | 45.75 |
| 2023-03-31 | $250k | 5.7k | 43.72 |
| 2022-12-31 | $236k | 5.7k | 41.45 |
| 2022-09-30 | $222k | 5.8k | 38.38 |