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Wisdomtree Tr bofa merlyn ze shares owned by Stephens

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

Historical chart of Stephens investment in Wisdomtree Tr bofa merlyn ze

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

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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Stephens

Quarter filed Position value Share count Share price at filing
2024-03-31 $427k 19k 22.03
2022-03-31 $7.4M 336k 21.92
2021-12-31 $304k 14k 22.26
2018-12-31 $383k 17k 22.39
2018-09-30 $297k 12k 24.24
2018-06-30 $830k 35k 23.91

More positions owned by Stephens

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus Mdcp Val Etf (IWS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Kura Sushi Usa Cl A Com (KRUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Merck & Co (MRK)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)

View all positions for Stephens

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