Jones Financial Companies, L.L »

WisdomTree Earnings 500 Fund shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Earnings 500 Fund held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Earnings 500 Fund by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2024-09-30 $437k 7.3k 59.71
2024-03-31 $21k 370 55.40

More positions owned by Jones Financial Companies, L.L

Ishares Core Us Aggregate Bond ETFs (AGG)
Vanguard Index Tr ETFs (VTV)
Vanguard Index Tr ETFs (VUG)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard S&p 500 Etf ETFs (VOO)
Vanguard Index Trust ETFs (VV)
Vanguard Mid Cap Etf ETFs (VO)
Ishares Russell Midcap ETFs (IWR)
Vanguard Ftse Developed ETFs (VEA)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Total Usd Bond ETFs (IUSB)
Ishares Russell 2000 ETFs (IWM)
Vanguard Index Trust ETFs (VB)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
Private Wealth Strategies
LPL Financial
Private Advisor
Morgan Stanley
Garrett Wealth Advisory Group
Team Financial Group
Cetera Investment Advisers
Ieq Capital
Financial Gravity Wealth
Financial Gravity Companies
Bank of America Corporation
Kestra Advisory Services
Kovitz Investment Group Partners
Jpmorgan Chase & Co

View all funds holding WisdomTree Earnings 500 Fund