WisdomTree Earnings 500 Fund shares owned by Berger Financial Group
Quarter-by-quarter ownership of WisdomTree Earnings 500 Fund (EPS) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in WisdomTree Earnings 500 Fund
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Quarterly reported holdings in WisdomTree Earnings 500 Fund by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 8.1k | 68.94 |
| 2025-06-30 | $520k | 8.1k | 64.01 |
| 2025-03-31 | $484k | 8.2k | 59.28 |
| 2024-12-31 | $499k | 8.2k | 61.18 |
| 2024-09-30 | $490k | 8.2k | 60.04 |
| 2024-03-31 | $452k | 8.2k | 55.40 |
| 2023-12-31 | $409k | 8.2k | 50.12 |
| 2023-09-30 | $384k | 8.4k | 45.75 |
| 2023-06-30 | $392k | 8.4k | 46.71 |
| 2023-03-31 | $367k | 8.4k | 43.72 |
| 2022-12-31 | $349k | 8.4k | 41.58 |
| 2022-09-30 | $322k | 8.4k | 38.41 |
| 2022-06-30 | $342k | 8.4k | 40.79 |
| 2022-03-31 | $508k | 11k | 48.38 |
| 2021-12-31 | $529k | 11k | 50.38 |
| 2021-09-30 | $483k | 11k | 46.00 |
| 2021-06-30 | $485k | 11k | 46.19 |
| 2021-03-31 | $455k | 11k | 43.33 |
| 2020-12-31 | $422k | 11k | 40.19 |