WisdomTree Equity Income Fund shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in WisdomTree Equity Income Fund
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Quarterly reported holdings in WisdomTree Equity Income Fund by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $835k | 11k | 79.57 |
| 2023-03-31 | $864k | 11k | 82.27 |
| 2022-12-31 | $903k | 11k | 86.06 |
| 2022-09-30 | $834k | 11k | 75.78 |
| 2022-06-30 | $1.5M | 19k | 82.28 |
| 2022-03-31 | $1.0M | 11k | 88.09 |
| 2021-12-31 | $1.5M | 19k | 82.55 |
| 2021-09-30 | $1.4M | 19k | 77.00 |
| 2021-06-30 | $1.5M | 19k | 78.24 |
| 2021-03-31 | $1.8M | 24k | 76.29 |
| 2020-12-31 | $1.7M | 24k | 69.38 |
| 2020-09-30 | $1.1M | 18k | 62.51 |
| 2020-06-30 | $1.5M | 24k | 62.31 |
| 2020-03-31 | $1.4M | 24k | 56.59 |
| 2019-12-31 | $1.6M | 21k | 76.82 |
| 2019-06-30 | $7.0k | 97 | 72.16 |
| 2019-03-31 | $245k | 3.4k | 72.46 |
| 2018-12-31 | $229k | 3.5k | 65.09 |
| 2018-09-30 | $298k | 4.1k | 72.12 |
| 2018-06-30 | $273k | 3.9k | 69.89 |
| 2018-03-31 | $268k | 3.9k | 68.05 |
| 2017-12-31 | $554k | 7.6k | 72.80 |
| 2017-09-30 | $213k | 3.0k | 69.93 |
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