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
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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 csv Download as ExcelQuarterly 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 |