RETIREMENT DESIGN & MANAGEMENT INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 64 filers reported holding WISDOMTREE TR in Q1 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$709,000
-1.4%
7,771
-2.6%
0.44%
-13.8%
Q1 2016$719,000
-6.0%
7,977
-9.1%
0.51%
+20.4%
Q4 2015$765,000
+241.5%
8,774
+237.1%
0.43%
+84.1%
Q3 2015$224,000
-9.3%
2,6030.0%0.23%
+9.4%
Q2 2015$247,000
-7.8%
2,603
-6.3%
0.21%
-9.0%
Q1 2015$268,000
+4.3%
2,7780.0%0.23%
+19.5%
Q4 2014$257,0002,7780.20%
Other shareholders
WISDOMTREE TR shareholders Q1 2015
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 451,300$19,848,0005.89%
Great Point Wealth Advisors, LLC 230,233$10,126,0003.78%
PSI Advisors, LLC 68,943$3,032,0001.59%
Consolidated Planning Corp 111,218$4,891,0001.53%
Oxler Private Wealth LLC 38,776$1,705,425,0000.95%
Clearwater Capital Advisors, LLC 153,516$6,752,0000.93%
ACG Wealth 86,665$3,812,0000.87%
CULBERTSON A N & CO INC 50,521$2,221,0000.52%
Stratos Wealth Partners, LTD. 386,113$16,981,0000.47%
LBJ Family Wealth Advisors, Ltd. 10,467$460,0000.37%
View complete list of WISDOMTREE TR shareholders