Trilogy Capital Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 25 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Trilogy Capital Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$26,373,309
-5.8%
1,190,131
+88.5%
1.78%0.0%
Q2 2023$28,007,792
-1.4%
631,517
-3.2%
1.78%
-11.5%
Q1 2023$28,408,157
-3.2%
652,611
-3.3%
2.02%
-3.0%
Q4 2022$29,334,185
+78.9%
675,047
+87.7%
2.08%
+41.7%
Q3 2022$16,393,000
-1.1%
359,651
-1.1%
1.47%
+1.9%
Q2 2022$16,572,000
-8.8%
363,508
-7.1%
1.44%
+10.6%
Q1 2022$18,167,000
+50.5%
391,183
+51.3%
1.30%
+44.1%
Q4 2021$12,072,000
+0.5%
258,615
+0.9%
0.90%
-1.0%
Q3 2021$12,015,000
-3.2%
256,353
-2.9%
0.91%
+0.1%
Q2 2021$12,407,000
-29.3%
264,073
-29.2%
0.91%
-31.9%
Q1 2021$17,540,000
+46.2%
373,111
+46.6%
1.34%
+36.7%
Q4 2020$11,994,000
-7.2%
254,488
-7.9%
0.98%
-20.6%
Q3 2020$12,928,000
+0.7%
276,289
+1.6%
1.24%
-2.7%
Q2 2020$12,841,000
+2.6%
271,907
+0.9%
1.27%
-8.4%
Q1 2020$12,521,000
+541.8%
269,597
+553.1%
1.39%
+429.0%
Q4 2018$1,951,00041,2810.26%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
USAdvisors Wealth Management, LLC 170,398$8,053,0005.72%
Harborview Advisors, LLC 107,496$5,135,0004.45%
Almanack Investment Partners, LLC. 79,021$3,775,0001.07%
Barber Financial Group, Inc. 96,219$4,596,0000.90%
Carroll Financial Associates, Inc. 59,821$2,857,0000.27%
CENTAURUS FINANCIAL, INC. 1,243$26,014,0000.15%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,015$192,0000.09%
HENGEHOLD CAPITAL MANAGEMENT LLC 6,877$329,0000.08%
AE Wealth Management LLC 14,489$692,0000.05%
WEALTHSOURCE PARTNERS, LLC 4,242$203,0000.05%
View complete list of WISDOMTREE TR shareholders