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Wisdomtree Tr cmn shares owned by EPG Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by EPG Wealth Management from 13F filings

Historical chart of EPG Wealth Management investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by EPG Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $280 10 28.00
2023-06-30 $587 21 27.95
2021-12-31 $4.0k 114 35.09
2021-09-30 $4.0k 114 35.09

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Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
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Ishares Tr Rus 1000 Grw Etf (IWF)
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Select Sector Spdr Tr Technology (XLK)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for EPG Wealth Management

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
ValMark Advisers
Bank of America Corporation
UBS Group
Meitav Dash Investments
Advisor Group Holdings
ESL Trust Services
Charles Schwab Investment Management
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Legacy Financial Group
Jpmorgan Chase & Co
Stifel Financial
Elwood & Goetz Wealth Advisory Group
Warren Street Wealth Advisors
Howard Financial Services

View all funds holding Wisdomtree Tr cmn