Joel Isaacson & Co., LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 16 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2017$242,000
+0.8%
5,0000.0%0.04%
-4.5%
Q3 2017$240,000
-44.3%
5,000
-44.4%
0.04%
-45.7%
Q2 2017$431,0009,0000.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
SimpliFi, Inc. 934,476$43,397,00019.73%
BlackDiamond Wealth Management, LLC 44,160$2,051,0002.45%
WealthShield Partners, LLC 179,974$8,358,0001.34%
Trilogy Capital Inc. 391,183$18,167,0001.30%
SILVER OAK SECURITIES, Inc 119,479$5,555,0001.13%
Golden State Equity Partners 23,294$1,082,0000.54%
Freedom Investment Management, Inc. 117,643$5,463,0000.49%
PACIFIC CAPITAL WEALTH ADVISORS, INC 33,917$1,575,0000.45%
IFP Advisors, Inc 430,191$20,625,0000.26%
Mengis Capital Management, Inc. 28,469$1,322,0000.25%
View complete list of WISDOMTREE TR shareholders