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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

Tip: Access up to 7 years of quarterly data

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

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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
2023-12-31 $331k 6.6k 50.12

More positions owned by Secured Retirement Advisors

Ea Series Trust Strive 500 Etf (STRV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
UnitedHealth (UNH)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Microsoft Corporation (MSFT)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Caterpillar (CAT)
Abrdn Etfs Bbrg All Commdy (BCD)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Advanced Micro Devices (AMD)
Palo Alto Networks (PANW)
Ea Series Trust Strive Emerging (STXE)
Costco Wholesale Corporation (COST)

View all positions for Secured Retirement Advisors

Top funds holding WisdomTree Earnings 500 Fund

Financial Gravity Wealth
Private Wealth Strategies
Private Advisor
Garrett Wealth Advisory Group
Team Financial Group
Kestra Advisory Services
Ieq Capital
Bank of America Corporation
Relative Value Partners
Jpmorgan Chase & Co
Creative Planning
H D Vest Advisory Services
Advisory Alpha
Marietta Wealth Management
Insight Advisors, LLC/ PA

View all funds holding WisdomTree Earnings 500 Fund