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 245,609$10,873,0006.35%
MOLLER WEALTH PARTNERS 185,658$8,219,0003.59%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 752,765$33,325,0002.36%
M Holdings Securities, Inc. 291,585$12,908,0002.31%
STRINGER ASSET MANAGEMENT, LLC 43,112$1,909,0002.22%
TOBIAS FINANCIAL ADVISORS, INC. 76,609$3,391,0001.99%
PLIMOTH TRUST CO LLC 95,279$4,218,0001.50%
Pinnacle Wealth Planning Services, Inc. 108,028$4,571,0001.48%
JFS WEALTH ADVISORS, LLC 97,846$4,332,0001.12%
MISSION WEALTH MANAGEMENT, LP 189,813$8,403,0000.72%
View complete list of WISDOMTREE TR shareholders