RETIREMENT DESIGN & MANAGEMENT INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 119 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
RETIREMENT DESIGN & MANAGEMENT INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2016$897,000
+0.8%
11,840
-2.3%
0.56%
-11.8%
Q1 2016$890,000
-36.0%
12,121
-38.0%
0.64%
-17.9%
Q4 2015$1,390,000
+3.6%
19,536
-2.1%
0.78%
-44.2%
Q3 2015$1,342,000
-7.3%
19,945
-0.1%
1.39%
+11.7%
Q2 2015$1,447,000
-3.5%
19,962
-2.7%
1.24%
-4.7%
Q1 2015$1,500,000
-3.2%
20,516
-1.8%
1.30%
+11.2%
Q4 2014$1,549,00020,8941.17%
Other shareholders
WISDOMTREE TR shareholders Q2 2015
NameSharesValueWeighting ↓
IAG Wealth Partners, LLC 382,803$23,538,5776.56%
FIDELIS iM, LLC 166,596$10,2446.00%
WADE G W & INC 2,083,938$128,1414.77%
Hibernia Wealth Partners, LLC 90,941$5,591,9694.33%
Traverso Chambers Private Wealth Management, LLC 249,510$15,342,3944.10%
Advisors Preferred, LLC 197,292$12,040,7313.91%
Revolve Wealth Partners, LLC 225,469$13,864,0603.19%
H&H Retirement Design & Management INC 72,720$4,478,1143.10%
Meridian Financial Partners LLC 41,403$2,5332.59%
Strategic Family Wealth Counselors, L.L.C. 84,723$5,209,6342.50%
View complete list of WISDOMTREE TR shareholders