Dougherty Wealth Advisers LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 84 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$12,000
-7.7%
1810.0%0.02%0.0%
Q4 2021$13,0000.0%1810.0%0.02%
-5.3%
Q3 2021$13,000
-55.2%
181
-54.8%
0.02%
-55.8%
Q2 2021$29,000
+3.6%
4000.0%0.04%
+2.4%
Q1 2021$28,000
+7.7%
4000.0%0.04%
+2.4%
Q4 2020$26,000
+23.8%
4000.0%0.04%
-43.1%
Q3 2020$21,000
+5.0%
4000.0%0.07%
-1.4%
Q2 2020$20,000
+25.0%
4000.0%0.07%
+14.1%
Q1 2020$16,000
-38.5%
4000.0%0.06%
-19.0%
Q4 2019$26,000
+18.2%
4000.0%0.08%
+9.7%
Q3 2019$22,000
-4.3%
4000.0%0.07%
+10.8%
Q2 2019$23,0000.0%4000.0%0.06%
-16.7%
Q1 2019$23,0000.0%4000.0%0.08%
+2.6%
Q4 2018$23,0004000.08%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 262,911$13,794,9381.14%
Virtus Family Office LLC 8,315$436,2880.79%
Hedges Asset Management LLC 10,500$550,9350.48%
FLOW TRADERS U.S. LLC 75,621$3,9680.19%
Sovereign Financial Group, Inc. 7,593$398,4050.14%
Financial Planning & Information Services, Inc. 13,316$698,6910.13%
TFG Advisers LLC 5,063$265,6510.12%
Conservest Capital Advisors, Inc. 15,998$839,4070.10%
St. Louis Trust Co 3,970$208,3060.04%
FinTrust Capital Advisors, LLC 2,500$131,1750.03%
View complete list of WISDOMTREE TR shareholders