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BerganKDV Wealth Management’s WisdomTree WT Stock Holding History

BerganKDV Wealth Management’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-124
Closed -$1.05K – 659
2018
Q2 		$1K Buy
+124
New +$1.29K ﹤0.01% 636

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Aberdeen Group
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BerganKDV Wealth Management's WT Position: Q3 2018 in Review

BerganKDV Wealth Management sold out of WisdomTree (WT) in Q3 2018, closing a stake of 124 shares — an estimated $1.05K sold.

BerganKDV Wealth Management first reported a position in WT in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 186 funds tracked by Wall St. Rank hold WT as of Q3 2018.

  • BerganKDV Wealth Management reported no remaining WisdomTree position as of Q3 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 124 WisdomTree shares in Q3 2018, an estimated $1.05K.
  • BerganKDV Wealth Management first reported a position in WisdomTree in Q2 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's WisdomTree position peaked at $1K in Q2 2018.
  • 186 funds tracked by Wall St. Rank held WisdomTree as of Q3 2018.

Based on BerganKDV Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.