WisdomTree Earnings 500 Fund shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 26k | 55.40 |
| 2023-12-31 | $1.4M | 29k | 50.12 |
| 2023-09-30 | $1.4M | 30k | 45.75 |
| 2023-06-30 | $1.4M | 30k | 46.71 |
| 2023-03-31 | $1.4M | 31k | 43.72 |
| 2022-12-31 | $1.3M | 31k | 41.58 |
| 2022-09-30 | $1.1M | 29k | 38.39 |
| 2022-06-30 | $1.2M | 29k | 40.82 |
| 2022-03-31 | $1.4M | 29k | 48.35 |
| 2021-12-31 | $1.4M | 29k | 48.63 |
| 2021-09-30 | $1.3M | 29k | 45.98 |
| 2021-06-30 | $1.3M | 28k | 46.22 |
| 2021-03-31 | $1.4M | 31k | 43.34 |
| 2020-12-31 | $2.0M | 49k | 40.17 |
| 2020-09-30 | $1.9M | 53k | 35.42 |
| 2020-06-30 | $1.7M | 51k | 33.17 |
| 2020-03-31 | $1.6M | 56k | 28.11 |
| 2019-12-31 | $2.5M | 69k | 36.69 |
| 2019-09-30 | $1.8M | 53k | 33.55 |
| 2019-06-30 | $1.6M | 48k | 33.18 |
| 2019-03-31 | $1.3M | 40k | 31.80 |
| 2018-12-31 | $732k | 26k | 28.22 |
| 2018-09-30 | $105k | 3.2k | 32.57 |
More positions owned by Patriot Financial Group Insurance Agency
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