Moloney Securities Asset Management »

Wisdomtree Tr bofa merlyn ze shares owned by Moloney Securities Asset Management

Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Moloney Securities Asset Management from 13F filings

Historical chart of Moloney Securities Asset Management investment in Wisdomtree Tr bofa merlyn ze

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr bofa merlyn ze held by Moloney Securities Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Moloney Securities Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 12k 22.03
2023-12-31 $222k 10k 21.62
2023-03-31 $200k 9.6k 20.77

More positions owned by Moloney Securities Asset Management

Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Apple (AAPL)
iShares Lehman Aggregate Bond (AGG)
Invesco Qqq Trust Series 1 (QQQ)
Berkshire Hathaway (BRK.B)
Vanguard Total Stock Market ETF (VTI)
Invesco Senior Loan Etf otr (BKLN)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
RBB (TBIL)
Spdr S&p 500 Etf (SPY)
Alphabet Inc Class A cs (GOOGL)
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG)
Exxon Mobil Corporation (XOM)

View all positions for Moloney Securities Asset Management

Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
National Asset Management
Envestnet Asset Management
Ameriprise Financial
Morgan Stanley
LPL Financial
Integrated Wealth Concepts
Kestra Advisory Services
Advisor Group Holdings
Avestar Capital
McAdam
Jane Street
Empirical Asset Management
Commonwealth Equity Services
Advisory Alpha

View all funds holding Wisdomtree Tr bofa merlyn ze