Who owns Wisdomtree Tr bofa merlyn ze?

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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 1.5M $34M 10% Dec 2025
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LPL Financial 1.5M $33M 28% Dec 2025
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Envestnet Asset Management 416k $9.4M 19% Dec 2025
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National Asset Management 274k $6.2M -39% Sep 2025
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Integrated Wealth Concepts 160k $3.6M 4% Dec 2025
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Cetera Investment Advisers 154k $3.5M 0% Dec 2025
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Savvy Advisors 143k $3.2M 100% Dec 2025
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Mml Investors Services 133k $3.0M 50% Dec 2025
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Kestra Advisory Services 130k $2.9M 55% Dec 2025
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Ameriprise Financial 129k $2.9M 70% Dec 2025
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PFG Financial Advisors 118k $2.7M 5% Dec 2025
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Howard Capital Management 95k $2.1M 8% Dec 2025
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Prospera Financial Services 70k $1.6M -1% Dec 2025
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Wealth Enhancement Advisory Services 67k $1.5M 2% Dec 2025
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Raymond James Financial 66k $1.5M 233% Dec 2025
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Avestar Capital 60k $1.4M 7% Dec 2025
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Stifel Financial 60k $1.4M 4% Dec 2025
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Advisor Group Holdings 60k $1.3M 0% Dec 2025
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Advisory Alpha 56k $1.3M 12% Dec 2025
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McAdam 49k $1.1M -3% Dec 2025
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Elevation Capital Advisory 47k $1.1M -80% Dec 2025
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Janney Montgomery Scott 44k $997k 100% Dec 2025
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Empirical Asset Management 44k $991k 16% Dec 2025
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Goss Wealth Management 33k $740k -7% Dec 2025
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Duncan Williams Asset Management 23k $528k 0% Dec 2025
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Moloney Securities Asset Management 22k $488k 2% Sep 2025
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Commonwealth Equity Services 21k $477k 8% Dec 2025
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Private Advisor 21k $476k 7% Dec 2025
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Equitable Holdings 20k $458k -77% Dec 2025
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Oregon Pacific Wealth Management 20k $454k -6% Dec 2025
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Jane Street 17k $388k -38% Dec 2025
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Comprehensive Wealth Management 17k $386k -12% Dec 2025
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Moulton Wealth Management 13k $1.8M 100% Dec 2025
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Cambridge Investment Research Advisors 13k $282k 6% Dec 2025
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Stephens 12k $265k 0% Dec 2025
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Verus Capital Partners 12k $260k -65% Dec 2025
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Wells Fargo & Company 11k $255k 1132500% Dec 2025
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Melone Private Wealth 11k $243k 2% Dec 2025
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Geneos Wealth Management 9.2k $207k 4% Dec 2025
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Brian McDonald 8.1k $182k 1% Dec 2025
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Private Trust Co Na 6.9k $156k 15% Dec 2025
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HHM Wealth Advisors 1.7k $37k 0% Dec 2025
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CWM 1.6k $37k 100% Dec 2025
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Global Retirement Partners 1.6k $35k 18% Dec 2025
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Royal Bank of Canada 1.4k $32k -55% Sep 2025
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National Bank Of Canada /fi/ 933.00 $21k 0% Dec 2025
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Pnc Financial Services 887.00 $20k 0% Dec 2025
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Garton & Associates Financial Advisors 807.00 $18k 100% Dec 2025
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SBI Securities 799.00 $18k 1% Dec 2025
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Smartleaf Asset Management 728.00 $16k 4% Dec 2025
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AE Wealth Management 716.00 $16k -43% Dec 2025
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Front Row Advisors 440.00 $9.9k 0% Dec 2025
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FMR 257.00 $5.8k -30% Sep 2025
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McIlrath & Eck 207.00 $4.7k 0% Dec 2025
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Optima Capital 157.00 $3.5k 100% Dec 2025
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DHJJ Financial Advisors 1.00 $23.000000 0% Dec 2025
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Who sold out of Wisdomtree Tr bofa merlyn ze?

Fund or Company Name Date Sold Shares Held Valued At
United Advisor Group Sep 2025 9.2k $207k
Advisory Services Network Sep 2025 167.00 $3.8k
Atlantic Trust Sep 2025 75.00 $1.7k
Valley National Advisers Sep 2025 45.00 $999.999000