Joel Isaacson & Co’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Joel Isaacson & Co’s Portfolio AGZD Stock Details AGZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,000	Closed	-$242K	–	194
2017 Q4	$242K	Hold	10,000	–	–	0.04%	172
2017 Q3	$240K	Sell	10,000 -8,000	-44%	-$192K	0.04%	166
2017 Q2	$431K	Buy	+18,000	New	+$432K	0.08%	109

Other funds holding AGZD

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIM

Arcadia Investment Management Kalamazoo, Michigan $584M AUM 21.44% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Joel Isaacson & Co's AGZD Position: Q1 2018 in Review

Joel Isaacson & Co sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2018, closing a stake of 10,000 shares — an estimated $242K sold.

Joel Isaacson & Co first reported a position in AGZD in Q2 2017 and held it in 3 quarters. The position peaked at $431K in Q2 2017. 17 funds tracked by Wall St. Rank hold AGZD as of Q1 2018.

Joel Isaacson & Co reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2018 after selling out during the quarter.
Joel Isaacson & Co sold 10,000 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2018, an estimated $242K.
Joel Isaacson & Co first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2017 and held it in 3 quarters.
Joel Isaacson & Co's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $431K in Q2 2017.
17 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2018.

Based on Joel Isaacson & Co's 13F filing for Q1 2018, filed 1 May 2018.