RMB Capital Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 377 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
RMB Capital Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$14,171,603
-5.0%
223,210
-0.2%
0.48%
-1.0%
Q2 2023$14,910,442
+2.0%
223,679
-4.6%
0.49%
-4.1%
Q1 2023$14,622,346
+1.7%
234,558
-1.6%
0.51%0.0%
Q4 2022$14,381,917
+6.6%
238,269
-4.8%
0.51%
+1.6%
Q3 2022$13,494,000
-55.1%
250,314
-52.3%
0.50%
-6.3%
Q2 2022$30,052,000
+85.9%
524,384
+106.6%
0.54%
+5.1%
Q1 2022$16,164,000
+1.1%
253,867
+4.5%
0.51%
+5.8%
Q4 2021$15,995,000
+14.4%
242,859
+2.2%
0.48%
+5.2%
Q3 2021$13,987,000
-3.1%
237,705
-1.7%
0.46%
-5.0%
Q2 2021$14,428,000
-1.9%
241,798
-5.9%
0.48%
-11.2%
Q1 2021$14,702,000
+7.5%
257,071
+1.4%
0.54%
+8.8%
Q4 2020$13,678,000
+8.8%
253,487
-0.1%
0.50%
-8.1%
Q3 2020$12,575,000
+5.2%
253,683
-3.4%
0.54%
+3.4%
Q2 2020$11,948,000
+3.7%
262,646
-11.3%
0.53%
-3.8%
Q1 2020$11,518,000
-26.0%
296,004
-7.9%
0.55%
+26.3%
Q4 2019$15,572,000
+1.4%
321,275
-5.7%
0.43%
+7.2%
Q3 2019$15,359,000
-0.9%
340,620
-4.1%
0.40%
+3.1%
Q2 2019$15,501,000
-5.1%
355,123
-6.4%
0.39%
-5.1%
Q1 2019$16,340,000
+15.5%
379,459
+2.8%
0.41%
+14.4%
Q4 2018$14,144,000
-10.6%
368,994
+3.3%
0.36%
-5.0%
Q3 2018$15,828,000
+7.7%
357,043
-0.4%
0.38%
+8.6%
Q2 2018$14,695,000
+0.8%
358,332
-0.8%
0.35%
-6.2%
Q1 2018$14,572,000
+28.6%
361,046
+32.0%
0.37%
+26.9%
Q4 2017$11,328,000273,4240.29%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,248,815$460,227,27435.24%
Choice Wealth Advisors, LLC 336,710$21,377,70415.10%
Team Financial Group, LLC 255,381$16,214,12013.39%
Spinnaker Investment Group, LLC 582,453$36,979,93312.43%
Prestige Wealth Management Group LLC 759,025$48,190,47811.88%
Lauer Wealth, LLC 163,976$10,601,03511.44%
PALO ALTO WEALTH ADVISORS, LLC 210,562$13,368,58111.16%
Private Wealth Strategies, L.L.C. 696,124$44,196,88811.03%
Aspire Capital Advisors LLC 373,037$23,684,08810.78%
AVAII WEALTH MANAGEMENT, LLC 205,371$13,039,0189.87%
View complete list of WISDOMTREE TR shareholders