Curi RMB Capital, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 289 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 0.89 and the average weighting 0.8%.

Quarter-by-quarter ownership
Curi RMB Capital, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$4,198,058
+4.0%
37,2100.0%0.10%
+8.6%
Q1 2024$4,037,310
+23.4%
37,210
+0.0%
0.09%
-7.0%
Q4 2023$3,272,596
-0.3%
37,197
-0.0%
0.10%
-10.7%
Q3 2023$3,283,345
+6.0%
37,205
-0.0%
0.11%
+9.8%
Q2 2023$3,098,486
+17.6%
37,219
-0.1%
0.10%
+10.9%
Q1 2023$2,634,323
+13.0%
37,250
+2.7%
0.09%
+10.8%
Q4 2022$2,332,055
-2.3%
36,274
-6.3%
0.08%
-6.7%
Q3 2022$2,387,000
-62.6%
38,708
-62.1%
0.09%
-21.9%
Q2 2022$6,376,000
+98.5%
102,142
+103.6%
0.11%
+11.8%
Q1 2022$3,212,000
+2.1%
50,173
-0.3%
0.10%
+7.4%
Q4 2021$3,147,000
-1.6%
50,312
-0.6%
0.10%
-9.5%
Q3 2021$3,198,000
-2.4%
50,628
-5.7%
0.10%
-4.5%
Q2 2021$3,276,000
-9.4%
53,684
-8.9%
0.11%
-17.9%
Q1 2021$3,615,000
+77.9%
58,936
+57.9%
0.13%
+81.1%
Q4 2020$2,032,000
-9.0%
37,335
-18.1%
0.07%
-23.7%
Q3 2020$2,232,000
-1.3%
45,560
-5.3%
0.10%
-3.0%
Q2 2020$2,262,000
-29.4%
48,115
-36.7%
0.10%
-34.2%
Q1 2020$3,202,000
-39.5%
75,976
-22.8%
0.15%
+3.4%
Q4 2019$5,296,000
+0.5%
98,472
-5.7%
0.15%
+5.8%
Q3 2019$5,270,000
-3.0%
104,441
-6.4%
0.14%
+1.5%
Q2 2019$5,434,000
-15.6%
111,576
-12.3%
0.14%
-16.0%
Q1 2019$6,442,000
-17.6%
127,281
-24.5%
0.16%
-18.5%
Q4 2018$7,821,000
-52.9%
168,587
-41.1%
0.20%
-49.7%
Q3 2018$16,592,000
-33.1%
286,313
-37.7%
0.40%
-32.5%
Q2 2018$24,817,000
-2.2%
459,748
+1.5%
0.59%
-9.1%
Q1 2018$25,379,000
+7.0%
453,107
+13.3%
0.65%
+5.4%
Q4 2017$23,728,000
+39.7%
399,936
+28.8%
0.62%
+40.3%
Q3 2017$16,990,000
+5.4%
310,604
+0.2%
0.44%
-4.8%
Q2 2017$16,127,000
+2.8%
310,126
+0.1%
0.46%
-29.0%
Q1 2017$15,690,000
-3.2%
309,965
-5.3%
0.65%
-25.6%
Q4 2016$16,216,000
-3.8%
327,326
-16.7%
0.87%
-4.8%
Q3 2016$16,853,000
+12.9%
392,749
+2.1%
0.92%
+17.4%
Q2 2016$14,923,000
-9.3%
384,805
+2.2%
0.78%
-27.2%
Q1 2016$16,456,000
+3.0%
376,490
+18.0%
1.07%
+45.5%
Q4 2015$15,979,000
+2.7%
319,070
-0.2%
0.74%
-28.8%
Q3 2015$15,555,000
-14.7%
319,661
+0.3%
1.03%
-13.0%
Q2 2015$18,238,000
-44.1%
318,850
-46.2%
1.19%
-39.6%
Q1 2015$32,649,000
+2.5%
592,320
-8.5%
1.97%
+1.4%
Q4 2014$31,859,000
-12.5%
647,139
-7.0%
1.94%
-12.8%
Q3 2014$36,424,000696,1732.22%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
NameSharesValueWeighting ↓
Hamilton Capital, LLC 564,915$30,494,00011.64%
JABODON PT CO 547,000$12,249,00011.11%
Acorn Advisory Capital L.P. 157,250$8,488,00010.07%
Permanens Capital L.P. 369,962$19,971,0007.57%
SIGNATUREFD, LLC 1,231,198$66,460,0007.41%
NEW VERNON INVESTMENT MANAGEMENT LLC 105,000$5,668,0006.47%
Barry Investment Advisors, LLC 303,703$16,394,0006.28%
Pictet North America Advisors SA 729,790$39,394,0005.86%
Clearwater Capital Advisors, LLC 426,818$23,040,0004.72%
CONNABLE OFFICE INC 404,222$21,820,0004.42%
View complete list of WISDOMTREE TR shareholders