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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Dividend Fund held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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