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Wisdomtree Tr shares owned by Berger Financial Group

Quarter-by-quarter ownership of Wisdomtree Tr (USSH) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Wisdomtree Tr

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All positions including Wisdomtree Tr 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 Tr by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 30k 50.77
2025-06-30 $1.0M 20k 50.67
2025-03-31 $791k 16k 50.57

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View all positions for Berger Financial Group

Top funds holding Wisdomtree Tr

HighTower Advisors
Berger Financial Group
Clear Point Advisors
Jane Street
Team Financial Group
Essex Financial Services
FMR

View all funds holding Wisdomtree Tr