Who owns Wisdomtree Tr bofa merlyn ze?
- Ticker: HYZD
- CUSIP Number: 97717w430
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| National Asset Management | 754k | $17M | -36% | Jun 2024 |
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| LPL Financial | 593k | $13M | 0% | Sep 2024 |
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| Envestnet Asset Management | 569k | $13M | -12% | Sep 2024 |
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| Morgan Stanley | 509k | $11M | 1% | Jun 2024 |
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| Integrated Wealth Concepts | 125k | $2.8M | 6% | Sep 2024 |
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| Equitable Holdings | 98k | $2.1M | 1% | Jun 2024 |
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| Avestar Capital | 76k | $1.7M | -6% | Jun 2024 |
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| Commonwealth Equity Services | 71k | $1.6M | 24% | Sep 2024 |
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| Susquehanna International | 68k | $1.5M | 100% | Sep 2024 |
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| McAdam | 64k | $1.4M | -15% | Sep 2024 |
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| Raymond James Financial Services Advisors | 41k | $917k | 4% | Sep 2024 |
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| Advisory Alpha | 41k | $905k | -10% | Sep 2024 |
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| Kestra Advisory Services | 40k | $889k | -95% | Sep 2024 |
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| Howard Capital Management | 35k | $768k | 19% | Sep 2024 |
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| Verus Capital Partners | 34k | $743k | 0% | Sep 2024 |
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| Private Advisor | 33k | $733k | -6% | Sep 2024 |
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| Cetera Investment Advisers | 33k | $715k | -13% | Jun 2024 |
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| Advisor Group Holdings | 31k | $677k | -67% | Sep 2024 |
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| Mml Investors Services | 30k | $674k | -9% | Sep 2024 |
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| Empirical Asset Management | 30k | $665k | -39% | Sep 2024 |
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| Duncan Williams Asset Management | 26k | $583k | 100% | Sep 2024 |
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| Ameritas Advisory Services | 26k | $572k | -31% | Sep 2024 |
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| Raymond James & Associates | 26k | $571k | 7% | Sep 2024 |
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| Stifel Financial | 22k | $469k | 13% | Jun 2024 |
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| HCR Wealth Advisors | 18k | $399k | 0% | Sep 2024 |
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| Prospera Financial Services | 15k | $324k | 100% | Sep 2024 |
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| Moloney Securities Asset Management | 15k | $324k | 8% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 13k | $288k | 100% | Jun 2024 |
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| Cambridge Investment Research Advisors | 12k | $272k | 0% | Sep 2024 |
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| Geneos Wealth Management | 10k | $226k | -10% | Jun 2024 |
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| Melone Private Wealth | 10k | $222k | 2% | Sep 2024 |
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| Oppenheimer & Co | 9.5k | $211k | -33% | Sep 2024 |
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| Smartleaf Asset Management | 9.5k | $209k | 0% | Sep 2024 |
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| HPM Partners | 9.4k | $209k | 100% | Sep 2024 |
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| Royal Bank of Canada | 3.6k | $79k | -3% | Sep 2024 |
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| M&r Capital Management | 2.0k | $44k | 0% | Sep 2024 |
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| Wells Fargo & Company | 1.6k | $36k | -11% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.6k | $35k | 0% | Sep 2024 |
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| Cherry Tree Wealth Management | 1.4k | $30k | 0% | Sep 2024 |
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| Front Row Advisors | 1.1k | $24k | 0% | Sep 2024 |
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| National Bank Of Canada /fi/ | 917.00 | $20k | 0% | Sep 2024 |
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| Brian McDonald | 622.00 | $14k | 0% | Sep 2024 |
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| Fortitude Family Office | 339.00 | $7.5k | 100% | Sep 2024 |
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| Global Retirement Partners | 197.00 | $4.4k | 2% | Sep 2024 |
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| Continuum Advisory | 51.00 | $1.1k | 0% | Sep 2024 |
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| DHJJ Financial Advisors | 1.00 | $23.000000 | 0% | Sep 2024 |
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Who sold out of Wisdomtree Tr bofa merlyn ze?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Jun 2024 | 66k | $1.4M |
| Jane Street | Jun 2024 | 43k | $929k |
| Vista Investment Management | Mar 2024 | 28k | $608k |
| Atria Wealth Solutions | Jun 2024 | 16k | $352k |
| Stephens | Jun 2024 | 13k | $292k |
| Old Mission Capital | Mar 2024 | 12k | $257k |
| Atlantic Trust | Jun 2024 | 300.00 | $6.6k |
| Sugarloaf Wealth Management | Jun 2024 | 292.00 | $6.4k |
| Ronald Blue Trust | Jun 2024 | 123.00 | $2.7k |
| CWM | Jun 2024 | 14.00 | $0 |