RMB Capital Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 130 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
RMB Capital Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,721,246
-18.5%
19,348
-14.3%
0.06%
-14.5%
Q2 2023$2,112,089
-2.8%
22,579
-4.8%
0.07%
-9.2%
Q1 2023$2,173,167
-0.2%
23,7090.0%0.08%
-1.3%
Q4 2022$2,176,600
+11.6%
23,709
-0.7%
0.08%
+5.5%
Q3 2022$1,950,000
-58.8%
23,886
-55.2%
0.07%
-14.1%
Q2 2022$4,732,000
+79.2%
53,322
+100.0%
0.08%
+2.4%
Q1 2022$2,641,000
-2.0%
26,6610.0%0.08%
+2.5%
Q4 2021$2,696,000
+7.5%
26,661
-0.1%
0.08%
-1.2%
Q3 2021$2,509,000
-13.6%
26,697
-10.6%
0.08%
-15.5%
Q2 2021$2,905,000
-6.0%
29,872
-8.8%
0.10%
-14.9%
Q1 2021$3,090,000
+12.0%
32,763
-0.5%
0.11%
+12.9%
Q4 2020$2,758,000
+5.7%
32,938
-4.8%
0.10%
-10.6%
Q3 2020$2,610,000
+1.1%
34,603
-1.2%
0.11%
-0.9%
Q2 2020$2,582,000
+7.8%
35,022
-5.5%
0.11%0.0%
Q1 2020$2,395,000
-54.2%
37,079
-34.4%
0.11%
-21.4%
Q4 2019$5,226,000
+3.9%
56,502
-1.8%
0.14%
+9.8%
Q3 2019$5,032,000
+20.6%
57,549
+18.3%
0.13%
+24.5%
Q2 2019$4,171,000
-1.2%
48,630
-1.5%
0.11%
-0.9%
Q1 2019$4,223,000
+58.8%
49,395
+42.9%
0.11%
+57.4%
Q4 2018$2,660,000
-18.2%
34,555
-3.9%
0.07%
-12.8%
Q3 2018$3,253,000
+2.7%
35,970
-1.4%
0.08%
+4.0%
Q2 2018$3,169,000
-9.8%
36,475
-12.3%
0.08%
-16.7%
Q1 2018$3,514,000
-3.9%
41,570
+0.5%
0.09%
-5.3%
Q4 2017$3,656,00041,3570.10%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 69,271$6,862,0001.00%
White Pine Investment CO 27,681$2,742,0000.93%
Jaffetilchin Investment Partners, LLC 82,793$7,667,0000.90%
WealthBridge Capital Management, LLC 20,704$2,051,0000.77%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,300$2,902,0000.52%
Traverso Chambers Private Wealth Management, LLC 16,463$1,631,0000.49%
CAHILL FINANCIAL ADVISORS INC 21,902$2,170,0000.41%
Well Done, LLC 19,598$1,941,0000.39%
Fingerlakes Wealth Management, Inc. 3,315$328,0000.38%
RS CRUM INC. 6,675$661,0000.37%
View complete list of WISDOMTREE TR shareholders