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WisdomTree Earnings 500 Fund shares owned by Marietta Wealth Management

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Marietta Wealth Management from 13F filings

Historical chart of Marietta Wealth Management investment in WisdomTree Earnings 500 Fund

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All positions including WisdomTree Earnings 500 Fund held by Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Marietta Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 90k 60.04
2024-06-30 $5.1M 89k 56.88
2024-03-31 $4.9M 89k 55.40
2023-12-31 $4.3M 87k 50.12
2023-09-30 $3.9M 85k 45.75
2023-06-30 $4.0M 85k 46.71
2023-03-31 $3.8M 87k 43.72
2022-12-31 $3.8M 91k 41.58
2022-09-30 $3.6M 93k 38.39
2022-06-30 $3.8M 92k 40.80
2022-03-31 $4.3M 89k 48.36
2021-12-31 $4.3M 86k 50.36
2021-09-30 $4.0M 87k 45.99
2021-06-30 $4.0M 86k 46.21
2021-03-31 $3.8M 87k 43.35
2020-12-31 $3.5M 87k 40.16
2020-09-30 $3.0M 84k 35.42
2020-06-30 $2.9M 88k 33.17
2020-03-31 $2.6M 94k 28.11
2019-12-31 $3.6M 99k 36.69
2019-09-30 $3.4M 101k 33.54
2019-06-30 $3.1M 93k 32.88
2019-03-31 $3.1M 96k 31.79
2018-12-31 $2.8M 99k 28.20
2018-09-30 $3.2M 97k 32.66
2018-06-30 $2.8M 93k 30.69
2018-03-31 $2.4M 78k 30.37
2017-12-31 $2.3M 76k 31.08
2017-09-30 $2.1M 24k 87.03
2017-06-30 $1.8M 21k 83.34
2017-03-31 $1.5M 18k 81.49
2016-12-31 $899k 12k 77.29