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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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All positions including WisdomTree Earnings 500 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 Earnings 500 Fund by Berger Financial Group

Quarter filed Position value Share count Share price at filing
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