BerganKDV Wealth Management, LLC - WISDOMTREE TR ownership

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$4,0000.0%890.0%0.00%0.0%
Q3 2018$4,0000.0%890.0%0.00%0.0%
Q2 2018$4,000890.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Windhaven Investment Management, Inc. 4,573,049$214,590,0001.36%
WealthTrust-Arizona, LLC 8,018$376,0000.32%
Dynamic Advisor Solutions LLC 5,134$241,0000.13%
Convergent Wealth Advisors 18,890$886,0000.11%
TRUST CO OF VERMONT 12,334$579,0000.08%
Clear Harbor Asset Management, LLC 6,860$322,0000.06%
Bluefin Trading, LLC 22,727$1,066,0000.06%
JANE STREET GROUP, LLC 104,396$4,899,0000.04%
EFG Asset Management (Americas) Corp. 676$32,0000.02%
JFS WEALTH ADVISORS, LLC 1,256$59,0000.01%
View complete list of WISDOMTREE TR shareholders