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Wisdomtree Tr bofa merlyn ze shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $232k 11k 21.62
2022-12-31 $1.8M 86k 20.67
2022-06-30 $259k 13k 19.87
2022-03-31 $207k 9.4k 22.08

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
National Asset Management
Jane Street
Advisor Group Holdings
Kestra Advisory Services
McAdam
Empirical Asset Management
Commonwealth Equity Services
Advisory Alpha
Raymond James Financial Services Advisors
Private Advisor
Ameritas Advisory Services
Verus Capital Partners
Vista Investment Management
Avestar Capital

View all funds holding Wisdomtree Tr bofa merlyn ze