WisdomTree Earnings 500 Fund shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $868k | 13k | 68.94 |
| 2025-06-30 | $801k | 13k | 64.01 |
| 2025-03-31 | $759k | 13k | 59.28 |
| 2024-12-31 | $791k | 13k | 61.18 |
| 2024-09-30 | $776k | 13k | 60.04 |
| 2024-06-30 | $753k | 13k | 56.88 |
| 2024-03-31 | $730k | 13k | 55.40 |
| 2023-12-31 | $667k | 13k | 50.12 |
| 2023-09-30 | $608k | 13k | 45.75 |
| 2023-06-30 | $659k | 14k | 46.71 |
| 2023-03-31 | $616k | 14k | 43.72 |
| 2022-12-31 | $586k | 14k | 41.58 |
| 2022-09-30 | $543k | 14k | 38.38 |
| 2022-06-30 | $592k | 15k | 40.82 |
| 2022-03-31 | $712k | 15k | 48.38 |
| 2021-12-31 | $762k | 15k | 50.36 |
| 2021-09-30 | $703k | 15k | 45.98 |
| 2021-03-31 | $674k | 16k | 43.35 |
| 2020-09-30 | $550k | 16k | 35.39 |
| 2020-06-30 | $470k | 14k | 33.16 |
| 2020-03-31 | $209k | 7.5k | 28.05 |
| 2019-12-31 | $273k | 7.5k | 36.64 |
| 2019-09-30 | $207k | 6.2k | 33.39 |
More positions owned by Steward Partners Investment Advisory
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