Joel Isaacson & Co., LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 209 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2016$94,000
+3.3%
1,0000.0%0.02%0.0%
Q3 2016$91,000
+1.1%
1,0000.0%0.02%0.0%
Q2 2016$90,000
+4.7%
1,0000.0%0.02%0.0%
Q1 2016$86,000
+6.2%
1,0000.0%0.02%
-5.0%
Q4 2015$81,000
+3.8%
1,0000.0%0.02%
-4.8%
Q3 2015$78,000
-6.0%
1,0000.0%0.02%0.0%
Q2 2015$83,000
+4050.0%
1,000
+2281.0%
0.02%
+2000.0%
Q4 2012$2,000420.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
NameSharesValueWeighting ↓
Melone Private Wealth, LLC 314,888$12,897,8209.22%
Financial Planning & Information Services, Inc. 1,101,183$45,104,4398.40%
Coulter & Justus Financial Services, LLC 218,411$8,946,1126.51%
INVENIO WEALTH PARTNERS LLC 155,109$6,353,2655.78%
IAG Wealth Partners, LLC 489,615$20,054,6535.59%
Linscomb & Williams, Inc. 1,994,714$81,703,4734.78%
Team Financial Group, LLC 104,962$4,299,2533.55%
Marion Wealth Management 238,136$9,754,0643.44%
Private Wealth Strategies, L.L.C. 260,518$10,670,8042.66%
Soltis Investment Advisors LLC 440,067$18,025,1472.32%
View complete list of WISDOMTREE TR shareholders