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WisdomTree Earnings 500 Fund shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $57M 832k 68.94
2025-06-30 $56M 870k 64.01
2025-03-31 $54M 904k 59.28
2024-12-31 $76M 1.2M 61.18

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Lido 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