Gryphon Financial Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
Gryphon Financial Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$2,696
+34.8%
70
+7.7%
0.00%
Q2 2022$2,0000.0%65
+22.6%
0.00%
-100.0%
Q2 2018$2,0000.0%53
+1.9%
0.00%0.0%
Q1 2018$2,0000.0%520.0%0.00%0.0%
Q4 2017$2,000520.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders