WisdomTree Earnings 500 Fund shares owned by Secured Retirement Advisors
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Secured Retirement Advisors
from 13F filings
Historical chart of Secured Retirement Advisors investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Secured Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 3.8k | 68.94 |
| 2025-06-30 | $241k | 3.8k | 64.01 |
| 2025-03-31 | $296k | 5.0k | 59.28 |
| 2024-12-31 | $322k | 5.3k | 61.18 |
| 2024-09-30 | $354k | 5.9k | 60.04 |
| 2024-06-30 | $362k | 6.4k | 56.88 |
| 2024-03-31 | $366k | 6.6k | 55.40 |
| 2023-12-31 | $331k | 6.6k | 50.12 |
More positions owned by Secured Retirement Advisors
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