Joel Isaacson & Co., LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 17 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q1 2018
NameSharesValueWeighting ↓
SimpliFi, Inc. 935,332$42,642,00021.06%
BlackDiamond Wealth Management, LLC 60,694$2,785,0003.47%
Tower Wealth Partners, Inc. 41,852$1,908,0002.54%
Barber Financial Group, Inc. 310,833$14,171,0002.32%
SILVER OAK SECURITIES, Inc 179,571$8,221,0001.84%
WealthShield Partners, LLC 169,480$7,727,0001.53%
Trilogy Capital Inc. 363,508$16,572,0001.44%
Freedom Investment Management, Inc. 108,972$4,968,024,0000.53%
Main Street Financial Solutions, LLC 75,699$3,445,0000.44%
PACIFIC CAPITAL WEALTH ADVISORS, INC 28,212$1,286,0000.36%
View complete list of WISDOMTREE TR shareholders