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WisdomTree Earnings 500 Fund shares owned by Sunbelt Securities

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Sunbelt Securities from 13F filings

Historical chart of Sunbelt Securities investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $33k 590 55.44
2023-12-31 $30k 588 50.14
2023-09-30 $27k 585 45.79
2023-06-30 $27k 583 46.69
2023-03-31 $25k 580 43.17

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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