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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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