Gryphon Financial Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 112 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gryphon Financial Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$62,838
+1156.8%
1,256
+1156.0%
0.01%
+600.0%
Q2 2018$5,0000.0%1000.0%0.00%
-33.3%
Q1 2018$5,000
+66.7%
100
+100.0%
0.00%
+50.0%
Q4 2017$3,000500.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 354,203$18,872,0006.79%
HBK Sorce Advisory LLC 1,277,241$67,375,0003.69%
Thrive Capital Management, LLC 99,774$5,263,0003.18%
TOBIAS FINANCIAL ADVISORS, INC. 141,352$7,456,0002.57%
MOLLER WEALTH PARTNERS 156,804$8,271,0002.57%
Falcon Wealth Planning 136,509$7,201,0002.25%
Smallwood Wealth Investment Management, LLC 40,401$2,131,0002.01%
Pinnacle Wealth Planning Services, Inc. 196,578$10,369,0001.89%
Octavia Wealth Advisors, LLC 144,177$7,605,0001.69%
M Holdings Securities, Inc. 233,697$12,328,0000.93%
View complete list of WISDOMTREE TR shareholders