BerganKDV Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$835,179
-3.3%
10,4960.0%0.08%
-5.6%
Q1 2023$863,518
-4.4%
10,4960.0%0.09%
-9.2%
Q4 2022$903,298
+8.3%
10,496
-4.6%
0.10%
-2.0%
Q3 2022$834,000
-45.3%
11,006
-40.7%
0.10%
-42.9%
Q2 2022$1,526,000
+52.4%
18,546
+63.2%
0.18%
+63.6%
Q1 2022$1,001,000
-34.6%
11,363
-38.7%
0.11%
-33.1%
Q4 2021$1,531,000
+7.2%
18,5460.0%0.16%
-1.2%
Q3 2021$1,428,000
-1.6%
18,5460.0%0.16%
-5.8%
Q2 2021$1,451,000
-20.0%
18,546
-22.0%
0.17%
-26.2%
Q1 2021$1,814,000
+9.5%
23,778
-0.4%
0.23%0.0%
Q4 2020$1,657,000
+46.5%
23,884
+32.0%
0.23%
+30.2%
Q3 2020$1,131,000
-24.2%
18,092
-24.5%
0.18%
-30.1%
Q2 2020$1,493,000
+10.1%
23,9610.0%0.26%
-7.9%
Q1 2020$1,356,000
-17.5%
23,961
+12.0%
0.28%
-5.1%
Q4 2019$1,644,000
+23385.7%
21,402
+21963.9%
0.29%
+29200.0%
Q2 2019$7,000
-97.1%
97
-97.1%
0.00%
-98.0%
Q1 2019$245,000
+7.0%
3,381
-3.9%
0.05%
-7.4%
Q4 2018$229,000
-23.2%
3,518
-14.9%
0.05%
-15.6%
Q3 2018$298,000
+9.2%
4,132
+5.8%
0.06%
+4.9%
Q2 2018$273,000
+1.9%
3,906
-0.8%
0.06%
-16.4%
Q1 2018$268,000
-51.6%
3,938
-48.3%
0.07%
-44.7%
Q4 2017$554,000
+160.1%
7,610
+149.8%
0.13%
+149.1%
Q3 2017$213,0003,0460.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 324,234$24,960,0002.89%
Linscomb & Williams, Inc. 421,386$32,438,0001.67%
PBMares Wealth Management LLC 37,727$2,904,0001.38%
ShoreHaven Wealth Partners, LLC 25,485$1,961,0001.02%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,547,0000.90%
Evanson Asset Management, LLC 110,522$8,601,0000.88%
Harvest Investment Services, LLC 20,868$1,606,0000.66%
CADENCE BANK NA 20,683$1,592,0000.47%
PSI Advisors, LLC 9,610$740,0000.34%
LVM CAPITAL MANAGEMENT LTD/MI 27,292$2,101,0000.32%
View complete list of WISDOMTREE TR shareholders