WisdomTree Earnings 500 Fund shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $595k | 9.9k | 60.04 |
| 2024-06-30 | $602k | 11k | 56.88 |
| 2024-03-31 | $592k | 11k | 55.40 |
| 2023-12-31 | $544k | 11k | 50.12 |
| 2023-09-30 | $531k | 12k | 45.75 |
| 2023-06-30 | $542k | 12k | 46.71 |
| 2023-03-31 | $525k | 12k | 43.72 |
| 2022-12-31 | $497k | 12k | 41.58 |
| 2022-09-30 | $459k | 12k | 38.37 |
| 2022-06-30 | $484k | 12k | 40.82 |
| 2022-03-31 | $571k | 12k | 48.36 |
| 2021-12-31 | $568k | 11k | 50.38 |
| 2021-09-30 | $520k | 11k | 45.96 |
| 2021-06-30 | $460k | 9.9k | 46.25 |
| 2021-03-31 | $431k | 9.9k | 43.34 |
| 2020-12-31 | $399k | 9.9k | 40.12 |
| 2020-09-30 | $352k | 9.9k | 35.39 |
| 2020-06-30 | $330k | 9.9k | 33.18 |
| 2020-03-31 | $280k | 9.9k | 28.15 |
| 2019-12-31 | $419k | 419 | 1000.00 |
| 2019-09-30 | $383k | 11k | 33.55 |
| 2019-06-30 | $375k | 11k | 32.85 |
| 2019-03-31 | $363k | 11k | 31.80 |
| 2018-12-31 | $322k | 11k | 28.21 |
| 2018-09-30 | $372k | 11k | 32.59 |
| 2018-06-30 | $351k | 11k | 30.75 |
| 2018-03-31 | $344k | 11k | 30.14 |
| 2017-12-31 | $355k | 11k | 31.10 |
| 2017-06-30 | $316k | 3.8k | 83.05 |
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