Curi RMB Capital, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 263 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Curi RMB Capital, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,770,199
-2.1%
133,695
-0.1%
0.13%
+1.6%
Q2 2023$3,851,670
+26.9%
133,785
+25.9%
0.13%
+19.8%
Q1 2023$3,035,385
-1.5%
106,281
-1.9%
0.11%
-3.6%
Q4 2022$3,081,929
+7.1%
108,366
-3.1%
0.11%
+2.8%
Q3 2022$2,877,000
-60.1%
111,783
-56.3%
0.11%
-17.1%
Q2 2022$7,218,000
+133.8%
255,800
+164.1%
0.13%
+31.6%
Q1 2022$3,087,000
+0.3%
96,868
+3.4%
0.10%
+5.4%
Q4 2021$3,079,000
+6.6%
93,7030.0%0.09%
-2.1%
Q3 2021$2,889,000
-2.0%
93,703
+1.4%
0.10%
-4.0%
Q2 2021$2,947,000
-3.4%
92,406
-5.7%
0.10%
-12.4%
Q1 2021$3,051,000
+16.9%
97,948
-0.2%
0.11%
+18.9%
Q4 2020$2,611,000
+30.7%
98,158
+3.6%
0.10%
+10.5%
Q3 2020$1,997,000
-14.4%
94,734
-14.0%
0.09%
-16.5%
Q2 2020$2,334,000
-28.1%
110,175
-38.8%
0.10%
-33.1%
Q1 2020$3,246,000
-48.3%
180,113
-17.7%
0.15%
-11.5%
Q4 2019$6,276,000
+1.7%
218,830
-2.9%
0.17%
+7.4%
Q3 2019$6,169,000
-10.6%
225,380
-11.4%
0.16%
-7.4%
Q2 2019$6,899,000
-3.2%
254,491
-1.7%
0.18%
-2.8%
Q1 2019$7,127,000
+13.3%
258,801
+0.9%
0.18%
+11.8%
Q4 2018$6,290,000
-37.2%
256,402
-24.0%
0.16%
-33.2%
Q3 2018$10,023,000
+0.5%
337,345
+0.3%
0.24%
+1.7%
Q2 2018$9,970,000
+9.1%
336,270
+0.8%
0.24%
+1.3%
Q1 2018$9,141,000
+39.0%
333,625
+47.3%
0.23%
+36.8%
Q4 2017$6,578,000226,4200.17%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders