Gryphon Financial Partners’s WisdomTree International Equity Fund DWM Stock Holding History

Gryphon Financial Partners’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,256	Closed	-$62.8K	–	195
2023 Q2	$62.8K	Buy	+1,256	New	+$63.5K	0.01%	200
2018 Q3	–	Sell	-100	Closed	-$5K	–	344
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	656
2018 Q1	$5K	Buy	100 +50	+100%	+$2.82K	﹤0.01%	674
2017 Q4	$3K	Buy	+50	New	+$2.75K	﹤0.01%	841

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gryphon Financial Partners's DWM Position: Q3 2023 in Review

Gryphon Financial Partners sold out of WisdomTree International Equity Fund (DWM) in Q3 2023, closing a stake of 1,256 shares — an estimated $62.8K sold.

Gryphon Financial Partners first reported a position in DWM in Q4 2017 and held it in 4 quarters. The position peaked at $62.8K in Q2 2023. 122 funds tracked by Wall St. Rank hold DWM as of Q3 2023.

Gryphon Financial Partners reported no remaining WisdomTree International Equity Fund position as of Q3 2023 after selling out during the quarter.
Gryphon Financial Partners sold 1,256 WisdomTree International Equity Fund shares in Q3 2023, an estimated $62.8K.
Gryphon Financial Partners first reported a position in WisdomTree International Equity Fund in Q4 2017 and held it in 4 quarters.
Gryphon Financial Partners's WisdomTree International Equity Fund position peaked at $62.8K in Q2 2023.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2023.

Based on Gryphon Financial Partners's 13F filing for Q3 2023, filed 7 Nov 2023.