Dougherty Wealth Advisers LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 83 filers reported holding WISDOMTREE TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Perella Weinberg Partners Capital Management LP 216,700$12,059,00011.47%
HARVEST CAPITAL MANAGEMENT INC 204,130$11,360,0005.01%
Lombard Odier Transatlantic Ltd 65,000$3,619,0002.82%
Polaris Wealth Advisory Group, LLC 221,704$12,338,0002.24%
Vontobel Swiss Wealth Advisors AG 58,594$3,261,0002.22%
GARNET EQUITY CAPITAL HOLDINGS, INC. 50,000$2,783,0002.18%
Gemmer Asset Management LLC 59,422$3,307,0002.00%
VICUS CAPITAL 173,695$9,666,0001.86%
New England Investment & Retirement Group, Inc. 72,336$4,025,0001.78%
Verity Asset Management, Inc. 29,719$1,654,0001.61%
View complete list of WISDOMTREE TR shareholders