Who owns Wisdomtree Tr bofa merlyn ze?
- Ticker: HYZD
- CUSIP Number: 97717w430
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr bofa merlyn ze with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Tr bofa merlyn ze stock
Who bought or sold Wisdomtree Tr bofa merlyn ze this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| UBS Group | 1.3M | $28M | 13% | Mar 2024 |
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| National Asset Management | 1.2M | $25M | 62% | Mar 2024 |
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| Envestnet Asset Management | 656k | $15M | -6% | Mar 2024 |
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| Ameriprise Financial | 646k | $14M | -6% | Mar 2024 |
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| Morgan Stanley | 502k | $11M | 2% | Mar 2024 |
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| LPL Financial | 467k | $10M | 88% | Mar 2024 |
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| Integrated Wealth Concepts | 105k | $2.3M | 61% | Mar 2024 |
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| Kestra Advisory Services | 100k | $2.2M | 43% | Dec 2023 |
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| Advisor Group Holdings | 94k | $2.1M | -20% | Mar 2024 |
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| Avestar Capital | 82k | $1.8M | 173% | Mar 2024 |
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| McAdam | 77k | $1.7M | -3% | Mar 2024 |
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| Jane Street | 68k | $1.5M | -44% | Mar 2024 |
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| Empirical Asset Management | 57k | $1.2M | -2% | Mar 2024 |
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| Commonwealth Equity Services | 51k | $1.1M | 15% | Mar 2024 |
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| Advisory Alpha | 49k | $1.1M | 3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 39k | $866k | -3% | Mar 2024 |
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| Private Advisor | 38k | $843k | -59% | Mar 2024 |
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| Ameritas Advisory Services | 34k | $728k | -6% | Dec 2023 |
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| Verus Capital Partners | 33k | $732k | -2% | Mar 2024 |
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| Vista Investment Management | 28k | $608k | -15% | Mar 2024 |
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| Howard Capital Management | 26k | $564k | 100% | Mar 2024 |
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| Stephens | 19k | $427k | 100% | Mar 2024 |
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| Stifel Financial | 19k | $419k | -7% | Mar 2024 |
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| HCR Wealth Advisors | 18k | $397k | -14% | Mar 2024 |
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| Stratos Wealth Partners | 18k | $387k | -44% | Mar 2024 |
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| Raymond James & Associates | 18k | $386k | 1% | Mar 2024 |
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| Oppenheimer & Co | 14k | $315k | 100% | Mar 2024 |
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| Smartleaf Asset Management | 13k | $275k | -83% | Mar 2024 |
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| Cambridge Investment Research Advisors | 12k | $264k | 7% | Mar 2024 |
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| Moloney Securities Asset Management | 12k | $259k | 15% | Mar 2024 |
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| Atria Wealth Solutions | 12k | $256k | 19% | Mar 2024 |
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| Geneos Wealth Management | 11k | $252k | 0% | Mar 2024 |
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| Eudaimonia Advisors | 11k | $245k | 100% | Mar 2024 |
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| Royal Bank of Canada | 10k | $201k | 0% | Mar 2024 |
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| Strategic Blueprint | 9.7k | $215k | 100% | Mar 2024 |
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| Melone Private Wealth | 9.7k | $214k | 1% | Mar 2024 |
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| Retirement Group | 5.0k | $110k | 696% | Mar 2024 |
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| M&r Capital Management | 2.0k | $43k | 0% | Dec 2023 |
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| Northwestern Mutual Wealth Management Company | 1.6k | $35k | 0% | Mar 2024 |
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| Cherry Tree Wealth Management | 1.4k | $30k | 0% | Mar 2024 |
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| Front Row Advisors | 1.1k | $24k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 917.00 | $20k | 0% | Dec 2023 |
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| Brian McDonald | 787.00 | $17k | 100% | Mar 2024 |
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| Atlantic Trust | 300.00 | $6.6k | 100% | Mar 2024 |
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| Sugarloaf Wealth Management | 292.00 | $6.4k | 0% | Mar 2024 |
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| Global Retirement Partners | 191.00 | $4.2k | 1% | Mar 2024 |
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| Ronald Blue Trust | 123.00 | $2.7k | 100% | Mar 2024 |
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| FMR | 88.00 | $1.9k | 6% | Mar 2024 |
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| Continuum Advisory | 51.00 | $1.1k | 100% | Mar 2024 |
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| DHJJ Financial Advisors | 1.00 | $23.000000 | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $27.000000 | -100% | Mar 2024 |
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Who sold out of Wisdomtree Tr bofa merlyn ze?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| H D Vest Advisory Services | Dec 2023 | 11k | $232k |
| Invenio Wealth Partners | Dec 2023 | 10k | $216k |
| Team Financial Group | Dec 2023 | 7.5k | $161k |
| Bank of America Corporation | Dec 2023 | 4.0k | $86k |
| Tower Research Capital | Sep 2023 | 1.3k | $27k |
| CWM | Dec 2023 | 263.00 | $6.0k |
| Advisory Services Network | Dec 2023 | 183.00 | $4.0k |