Dougherty Wealth Advisers LLC Wisdomtree Tr Europe Smallcap Transaction History
Dougherty Wealth Advisers LLC
- $150 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding DFE
# of Institutions
65Shares Held
589KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY131KShares$9.16 Million0.0% of portfolio
-
Courier Capital LLC73.5KShares$5.12 Million0.32% of portfolio
-
Ubs Group Ag55.8KShares$3.89 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC47.9KShares$3.34 Million0.0% of portfolio
-
Vontobel Holding Ltd.35KShares$2.44 Million0.01% of portfolio