Joel Isaacson & Co., LLC Wisdom Tree Interest Rate Hedg Transaction History
Joel Isaacson & Co., LLC
- $2.17 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding AGZD
# of Institutions
63Shares Held
4.97MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.917KShares$20.5 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC515KShares$11.5 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC428KShares$9.56 Million0.0% of portfolio
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Win Advisors, Inc383KShares$8.53 Million4.7% of portfolio
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Barber Financial Group, Inc.298KShares$6.64 Million2.28% of portfolio