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WisdomTree Earnings 500 Fund shares owned by United Advisor Group

Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in WisdomTree Earnings 500 Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Earnings 500 Fund by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $313k 4.4k 70.85

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
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Ea Series Trust Strive 500 Etf (STRV)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Danaher Corporation Call Option (DHR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Alphabet Cap Stk Cl A (GOOGL)
Wisdomtree Tr Us Largecap Divd (DLN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPYG)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for United Advisor Group

Top funds holding WisdomTree Earnings 500 Fund

Fiduciary Trust Company
LPL Financial
Lido Advisors
Garrett Wealth Advisory Group
Private Advisor
Cetera Investment Advisers
Team Financial Group
CWM
Financial Gravity Wealth
Ieq Capital
Integrity Alliance
Kestra Advisory Services
WealthPlan Investment Management
Systelligence
Flagship Wealth Advisors

View all funds holding WisdomTree Earnings 500 Fund