BerganKDV Wealth Management, LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 170 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.60 and the average weighting 0.1%.

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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$19,000–352–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Permanens Capital L.P. 596,645$52,653,9219.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 319,288$28,177,1665.96%
Black Swift Group, LLC 118,965$10,498,6613.43%
Smart Money Group LLC 80,483$7,102,6683.37%
Sharper & Granite LLC 65,120$5,746,8413.34%
Ayalon Insurance Comp Ltd. 77,787$6,8652.90%
First International Bank & Trust 84,063$7,418,5602.67%
Adams Wealth Management 70,308$6,204,6812.10%
MANCHESTER FINANCIAL INC 75,364$6,650,8411.95%
Bedell Frazier Investment Counselling, LLC 71,965$6,350,9121.90%
View complete list of WISDOMTREE TR shareholders