BerganKDV Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 252 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$29,304
+17.7%
3520.0%0.00%0.0%
Q1 2023$24,894
+10.0%
3520.0%0.00%
+50.0%
Q4 2022$22,630
+2.9%
3520.0%0.00%
-33.3%
Q3 2022$22,0000.0%3520.0%0.00%0.0%
Q2 2022$22,000
-4.3%
3520.0%0.00%
+50.0%
Q1 2022$23,000
+4.5%
3520.0%0.00%0.0%
Q4 2021$22,0000.0%3520.0%0.00%0.0%
Q3 2021$22,000
+4.8%
3520.0%0.00%0.0%
Q2 2021$21,000
-4.5%
3520.0%0.00%
-33.3%
Q1 2021$22,000
+15.8%
3520.0%0.00%0.0%
Q4 2020$19,000
+11.8%
3520.0%0.00%0.0%
Q3 2020$17,0000.0%3520.0%0.00%0.0%
Q2 2020$17,000
+13.3%
3520.0%0.00%0.0%
Q1 2020$15,000
-21.1%
3520.0%0.00%0.0%
Q4 2019$19,000
+5.6%
3520.0%0.00%
-25.0%
Q3 2019$18,000
+5.9%
3520.0%0.00%
+33.3%
Q2 2019$17,000
-5.6%
3520.0%0.00%
-25.0%
Q1 2019$18,000
+12.5%
3520.0%0.00%0.0%
Q4 2018$16,000
-20.0%
3520.0%0.00%0.0%
Q3 2018$20,000
+5.3%
3520.0%0.00%0.0%
Q2 2018$19,0003520.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 564,915$30,494,00011.64%
JABODON PT CO 547,000$12,249,00011.11%
Acorn Advisory Capital L.P. 157,250$8,488,00010.07%
Permanens Capital L.P. 369,962$19,971,0007.57%
SIGNATUREFD, LLC 1,231,198$66,460,0007.41%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,668,0006.47%
Barry Investment Advisors, LLC 303,703$16,394,0006.28%
Pictet North America Advisors SA 729,790$39,394,0005.86%
Clearwater Capital Advisors, LLC 426,818$23,040,0004.72%
CONNABLE OFFICE INC 404,222$21,820,0004.42%
View complete list of WISDOMTREE TR shareholders