RMB Capital Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 290 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
RMB Capital Management, 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 Q1 2022
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 287,741$8,1143.62%
Del-Sette Capital Management, LLC 125,124$3,528,5053.47%
H&H Retirement Design & Management INC 156,355$4,293,5052.97%
Melone Private Wealth, LLC 136,079$3,837,4412.74%
HC Advisors, LLC 155,534$4,386,0592.61%
Kades & Cheifetz LLC 112,692$3,177,9252.52%
VAUGHAN & Co SECURITIES, INC. 97,323$2,744,4982.04%
INVENIO WEALTH PARTNERS LLC 67,319$1,898,3961.73%
DB Wealth Management Group, LLC 90,340$2,547,5771.61%
Key FInancial Inc 146,897$4,142,5061.40%
View complete list of WISDOMTREE TR shareholders