WisdomTree Earnings 500 Fund shares owned by LPL Financial
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $93M | 1.3M | 68.94 |
| 2025-06-30 | $82M | 1.3M | 64.01 |
| 2025-03-31 | $67M | 1.1M | 59.28 |
| 2024-12-31 | $66M | 1.1M | 61.18 |
| 2024-09-30 | $64M | 1.1M | 60.04 |
| 2024-06-30 | $58M | 1.0M | 56.88 |
| 2024-03-31 | $54M | 968k | 55.40 |
| 2023-09-30 | $35M | 756k | 45.75 |
| 2023-06-30 | $34M | 725k | 46.71 |
| 2023-03-31 | $30M | 674k | 43.72 |
| 2022-12-31 | $20M | 490k | 41.58 |
| 2022-09-30 | $18M | 466k | 38.39 |
| 2022-06-30 | $59M | 1.4M | 40.80 |
| 2022-03-31 | $66M | 1.4M | 48.36 |
| 2021-12-31 | $12M | 228k | 50.36 |
| 2021-09-30 | $10M | 219k | 45.99 |
| 2021-06-30 | $9.7M | 210k | 46.21 |
| 2021-03-31 | $9.4M | 218k | 43.35 |
| 2020-12-31 | $8.7M | 216k | 40.16 |
| 2020-09-30 | $7.5M | 212k | 35.42 |
| 2020-06-30 | $6.5M | 196k | 33.17 |
| 2020-03-31 | $5.2M | 183k | 28.11 |
| 2019-12-31 | $6.0M | 164k | 36.69 |
| 2019-09-30 | $4.1M | 122k | 33.54 |
| 2019-06-30 | $4.1M | 124k | 32.88 |
| 2019-03-31 | $3.9M | 122k | 31.79 |
| 2018-12-31 | $3.6M | 127k | 28.20 |
| 2018-09-30 | $3.8M | 118k | 32.66 |
| 2018-06-30 | $3.6M | 117k | 30.68 |
| 2018-03-31 | $3.7M | 122k | 30.37 |
| 2017-12-31 | $3.5M | 112k | 31.07 |
| 2017-09-30 | $3.6M | 41k | 87.05 |
| 2017-06-30 | $3.4M | 41k | 83.33 |
| 2017-03-31 | $3.3M | 40k | 81.25 |
| 2016-12-31 | $2.9M | 37k | 77.59 |
| 2016-09-30 | $2.9M | 40k | 72.03 |
| 2016-06-30 | $2.8M | 40k | 69.67 |
| 2016-03-31 | $5.8M | 84k | 69.36 |
| 2015-12-31 | $5.9M | 87k | 68.23 |
| 2015-09-30 | $3.1M | 45k | 68.09 |
| 2015-06-30 | $3.4M | 48k | 71.39 |
| 2015-03-31 | $4.2M | 59k | 71.10 |
| 2014-12-31 | $3.2M | 44k | 71.98 |
| 2014-09-30 | $2.7M | 39k | 67.92 |
| 2014-06-30 | $2.8M | 41k | 68.21 |
| 2014-03-31 | $2.3M | 36k | 65.56 |
| 2013-12-31 | $2.5M | 39k | 64.46 |
| 2013-09-30 | $3.3M | 56k | 59.65 |
| 2013-06-30 | $1.6M | 29k | 56.25 |