WisdomTree LargeCap Dividend Fund shares owned by Berger Financial Group
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 35k | 78.56 |
| 2024-03-31 | $2.7M | 37k | 72.19 |
| 2023-12-31 | $2.4M | 37k | 66.38 |
| 2023-09-30 | $2.3M | 37k | 61.49 |
| 2023-06-30 | $2.5M | 39k | 63.60 |
| 2023-03-31 | $2.4M | 39k | 61.86 |
| 2022-12-31 | $2.3M | 38k | 61.95 |
| 2022-09-30 | $2.2M | 40k | 55.26 |
| 2022-06-30 | $2.4M | 40k | 59.11 |
| 2022-03-31 | $3.0M | 45k | 65.72 |
| 2021-12-31 | $3.2M | 49k | 66.04 |
| 2021-09-30 | $3.0M | 25k | 119.31 |
| 2021-06-30 | $3.0M | 25k | 120.34 |
| 2021-03-31 | $3.2M | 28k | 114.67 |
| 2020-12-31 | $2.8M | 26k | 107.49 |
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