Wisdomtree Tr bofa merlyn ze shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Wisdomtree Tr bofa merlyn ze
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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.4k | 292 | 22.03 |
| 2023-12-31 | $6.3k | 292 | 21.62 |
| 2023-09-30 | $6.2k | 292 | 21.12 |
| 2023-06-30 | $6.1k | 292 | 21.02 |
| 2023-03-31 | $6.1k | 292 | 20.77 |
| 2022-12-31 | $6.0k | 292 | 20.67 |
| 2022-09-30 | $6.0k | 292 | 20.55 |
| 2022-06-30 | $6.0k | 292 | 20.55 |
| 2022-03-31 | $6.0k | 292 | 20.55 |
| 2021-12-31 | $7.0k | 292 | 23.97 |
| 2021-09-30 | $6.0k | 292 | 20.55 |
| 2021-06-30 | $7.0k | 292 | 23.97 |
| 2021-03-31 | $6.0k | 263 | 22.81 |
| 2020-12-31 | $6.0k | 292 | 20.55 |
| 2020-09-30 | $6.0k | 292 | 20.55 |
| 2020-06-30 | $33k | 1.6k | 20.20 |
| 2020-03-31 | $150k | 8.0k | 18.64 |
| 2019-12-31 | $772k | 33k | 23.16 |
More positions owned by Sugarloaf Wealth Management
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