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
Download as csv Download as ExcelQuarterly 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 |