Principal Securities »

WisdomTree Earnings 500 Fund shares owned by Principal Securities

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

Historical chart of Principal Securities investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Earnings 500 Fund by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-12-31 $18k 286 61.18
2024-09-30 $17k 286 60.04
2024-06-30 $16k 286 56.88
2024-03-31 $16k 286 55.40
2023-12-31 $14k 286 50.12

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Prin U S Small (PSC)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Principal Exchange Traded Prnc Invt Grad (IG)

View all positions for Principal Securities

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
Lido Advisors
LPL Financial
Private Advisor
Morgan Stanley
Garrett Wealth Advisory Group
Essential Planning
Team Financial Group
Cetera Investment Advisers
Ieq Capital
Financial Gravity Companies
Kestra Advisory Services
Bank of America Corporation
Stenger Family Office
Kovitz Investment Group Partners

View all funds holding WisdomTree Earnings 500 Fund