Gryphon Financial Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 274 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
Progeny 3, Inc. 617,300$29,772,00017.58%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 413,080$19,964,00014.36%
Accredited Investors Inc. 688,100$33,256,00013.13%
Smith & Howard Wealth Management, LLC 376,141$18,179,00011.65%
Financial Management Professionals, Inc. 254,798$12,314,0009.06%
Savant Capital, LLC 322,640$15,593,0009.05%
EXCELSIA, INC. 147,853$7,146,0006.98%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 128,387$6,205,0005.40%
Crestwood Advisors Group, LLC 564,859$27,300,0005.05%
Highmount Capital, LLC 371,213$17,940,0004.71%
View complete list of WISDOMTREE TR shareholders