BerganKDV Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 185 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
JABODON PT CO 547,000$30,637,00027.67%
Acorn Advisory Capital L.P. 157,250$8,808,00013.70%
Hamilton Capital, LLC 558,361$31,274,00011.53%
SIGNATUREFD, LLC 1,597,958$89,502,00010.50%
Permanens Capital L.P. 370,154$20,732,0008.25%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,881,0007.03%
Gruss & Co., LLC 117,500$6,581,0006.65%
Barry Investment Advisors, LLC 308,168$17,260,0006.54%
Pictet North America Advisors SA 723,475$40,522,0006.10%
Clearwater Capital Advisors, LLC 420,997$23,580,0004.87%
View complete list of WISDOMTREE TR shareholders