Private Wealth Strategies »

WisdomTree Earnings 500 Fund shares owned by Private Wealth Strategies

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

Historical chart of Private Wealth Strategies investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Earnings 500 Fund held by Private Wealth Strategies 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 Private Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $72M 1.3M 56.88
2024-03-31 $69M 1.3M 55.40
2023-12-31 $76M 1.5M 50.12
2023-09-30 $69M 1.5M 45.75
2023-06-30 $70M 1.5M 46.71
2023-03-31 $64M 1.5M 43.72
2022-12-31 $62M 1.5M 41.58
2022-09-30 $55M 1.4M 38.39
2022-06-30 $56M 1.4M 40.80
2022-03-31 $66M 1.4M 48.36
2021-12-31 $85M 1.7M 50.36
2021-09-30 $75M 1.6M 45.99
2021-06-30 $72M 1.6M 46.21
2021-03-31 $66M 1.5M 43.35
2020-12-31 $55M 1.4M 40.16
2020-09-30 $45M 1.3M 35.42
2020-06-30 $38M 1.1M 33.17
2020-03-31 $35M 1.2M 28.10
2019-12-31 $45M 1.2M 36.69