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 1.4M $31M 0% Sep 2025
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LPL Financial 1.2M $26M 13% Sep 2025
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Morgan Stanley 728k $16M 100% Jun 2025
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Envestnet Asset Management 350k $7.9M 5% Sep 2025
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National Asset Management 274k $6.2M -39% Sep 2025
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Elevation Capital Advisory 232k $5.2M 100% Sep 2025
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Cetera Investment Advisers 154k $3.5M 848% Sep 2025
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Integrated Wealth Concepts 154k $3.5M 4% Sep 2025
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PFG Financial Advisors 113k $2.5M 64% Sep 2025
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Mml Investors Services 88k $2.0M 36% Sep 2025
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Equitable Holdings 88k $2.0M -2% Sep 2025
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Howard Capital Management 88k $2.0M 128% Sep 2025
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Kestra Advisory Services 84k $1.9M 486% Sep 2025
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Ameriprise Financial 76k $1.7M 3% Sep 2025
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Prospera Financial Services 71k $1.6M -2% Sep 2025
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Wealth Enhancement Advisory Services 65k $1.5M 0% Sep 2025
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Advisor Group Holdings 60k $1.3M -32% Sep 2025
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Stifel Financial 58k $1.3M -1% Sep 2025
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Avestar Capital 56k $1.3M 2% Sep 2025
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McAdam 50k $1.1M -3% Sep 2025
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Advisory Alpha 50k $1.1M 7% Sep 2025
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Empirical Asset Management 38k $856k 7% Sep 2025
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Goss Wealth Management 35k $796k 578% Sep 2025
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Verus Capital Partners 33k $736k 0% Sep 2025
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Jane Street 28k $623k 100% Sep 2025
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Duncan Williams Asset Management 23k $526k 100% Sep 2025
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Moloney Securities Asset Management 22k $488k 2% Sep 2025
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Oregon Pacific Wealth Management 22k $484k 0% Sep 2025
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Raymond James Financial 20k $449k -69% Sep 2025
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Private Advisor 20k $444k -8% Sep 2025
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Commonwealth Equity Services 20k $440k -84% Sep 2025
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Comprehensive Wealth Management 19k $437k -15% Sep 2025
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Atria Wealth Solutions 14k $323k 25% Jun 2025
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Cambridge Investment Research Advisors 12k $264k -8% Sep 2025
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Stephens 12k $264k 0% Sep 2025
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Melone Private Wealth 11k $239k 1% Sep 2025
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United Advisor Group 9.2k $207k -43% Sep 2025
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Geneos Wealth Management 8.8k $199k -2% Sep 2025
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Brian McDonald 8.0k $179k 1% Sep 2025
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Private Trust Co Na 6.0k $135k 0% Sep 2025
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HHM Wealth Advisors 1.7k $37k -84% Sep 2025
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Royal Bank of Canada 1.4k $32k -55% Sep 2025
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Global Retirement Partners 1.3k $30k 540% Sep 2025
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AE Wealth Management 1.3k $29k 100% Sep 2025
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National Bank Of Canada /fi/ 933.00 $21k 0% Sep 2025
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Pnc Financial Services 887.00 $20k 100% Sep 2025
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SBI Securities 795.00 $18k 35% Sep 2025
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Smartleaf Asset Management 703.00 $16k 0% Sep 2025
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Front Row Advisors 440.00 $9.9k -33% Sep 2025
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FMR 257.00 $5.8k -30% Sep 2025
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McIlrath & Eck 207.00 $4.7k 0% Sep 2025
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Advisory Services Network 167.00 $3.8k 100% Sep 2025
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Atlantic Trust 75.00 $1.7k 100% Sep 2025
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Valley National Advisers 45.00 $999.999000 100% Sep 2025
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DHJJ Financial Advisors 1.00 $23.000000 0% Sep 2025
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Wells Fargo & Company 1.00 $18.000000 0% Sep 2025
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Who sold out of Wisdomtree Tr bofa merlyn ze?

Fund or Company Name Date Sold Shares Held Valued At
Wedbush Morgan Securities Jun 2025 39k $866k
Goldman Sachs Group Mar 2025 22k $489k
Old Mission Capital Jun 2025 18k $398k
Ameritas Advisory Services Jun 2025 2.3k $52k
Cherry Tree Wealth Management Jun 2025 1.1k $25k