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 1.7M $39M 10% Jun 2026
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LPL Financial 1.7M $39M 5% Jun 2026
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Morgan Stanley 690k $15M -3% Mar 2026
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Envestnet Asset Management 339k $7.6M 1% Jun 2026
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Ameriprise Financial 321k $7.2M 46% Jun 2026
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National Asset Management 289k $6.5M 6% Jun 2026
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Systelligence 282k $6.3M -21% Jun 2026
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Cetera Investment Advisers 188k $4.2M -2% Jun 2026
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Integrated Wealth Concepts 185k $4.2M 9% Jun 2026
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Savvy Advisors 181k $4.1M 13% Jun 2026
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PFG Financial Advisors 169k $3.8M 31% Jun 2026
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Kestra Advisory Services 136k $3.1M -2% Jun 2026
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Howard Capital Management 113k $2.5M 9% Jun 2026
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Raymond James Financial 107k $2.4M 64% Jun 2026
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Columbia Advisory Partners 89k $2.0M -1% Jun 2026
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Advisor Group Holdings 79k $1.8M 6% Jun 2026
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Stifel Financial 72k $1.6M 17% Jun 2026
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Prospera Financial Services 72k $1.6M 3% Jun 2026
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Jane Street 61k $1.4M -64% Jun 2026
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Avestar Capital 61k $1.4M 2% Jun 2026
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Mml Investors Services 60k $1.4M 34% Jun 2026
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Janney Montgomery Scott 60k $1.4M 23% Jun 2026
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Elevation Capital Advisory 57k $1.3M 100% Jun 2026
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Simplicity Wealth 56k $1.3M 100% Jun 2026
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Comprehensive Wealth Management 55k $1.2M 100% Jun 2026
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Empirical Asset Management 49k $1.1M 8% Jun 2026
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Commonwealth Equity Services 47k $1.1M 139% Jun 2026
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Gilpin Wealth Management 29k $641k 0% Jun 2026
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Goss Wealth Management 25k $564k -22% Jun 2026
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Jpmorgan Chase & Co 24k $527k 100% Jun 2026
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Wealth Enhancement Advisory Services 20k $448k 100% Jun 2026
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Cambridge Investment Research Advisors 20k $445k 32% Jun 2026
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Private Advisor 16k $370k -1% Jun 2026
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Duncan Williams Asset Management 15k $339k -4% Jun 2026
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Advisory Alpha 15k $331k -77% Jun 2026
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Equitable Holdings 14k $306k -21% Jun 2026
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Stephens 12k $264k 0% Jun 2026
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CWM 12k $254k 601% Mar 2026
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Melone Private Wealth 11k $250k 1% Jun 2026
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Geneos Wealth Management 8.8k $199k -4% Jun 2026
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Fifth Third Bancorp 8.4k $189k 1% Jun 2026
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Centaurus Financial 8.4k $188k 100% Jun 2026
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Private Trust Co Na 6.9k $156k 0% Jun 2026
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Royal Bank of Canada 4.3k $98k 214% Jun 2026
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Global Retirement Partners 2.1k $47k 34% Jun 2026
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HHM Wealth Advisors 1.7k $37k 0% Jun 2026
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Ameritas Advisory Services 1.5k $34k 100% Jun 2026
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National Bank Of Canada /fi/ 933.00 $21k 0% Jun 2026
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Pnc Financial Services 887.00 $20k 0% Jun 2026
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SBI Securities 847.00 $19k 2% Jun 2026
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Smartleaf Asset Management 758.00 $17k 0% Jun 2026
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AE Wealth Management 737.00 $17k 1% Jun 2026
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Front Row Advisors 440.00 $10k 0% Jun 2026
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McIlrath & Eck 207.00 $4.6k 0% Mar 2026
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Wells Fargo & Company 150.00 $3.4k 0% Jun 2026
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FMR 107.00 $2.4k -78% Jun 2026
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Continuum Advisory 51.00 $1.1k 100% Jun 2026
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Northwestern Mutual Wealth Management Company 16.00 $360.000000 100% Jun 2026
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DHJJ Financial Advisors 1.00 $23.000000 0% Jun 2026
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Who sold out of Wisdomtree Tr bofa merlyn ze?

Fund or Company Name Date Sold Shares Held Valued At
Bank of New York Mellon Mar 2026 97k $2.1M
McAdam Mar 2026 49k $1.1M
Verus Capital Partners Mar 2026 12k $253k
Flow Traders US Mar 2026 11k $234k
JCSD Capital Mar 2026 3.2k $71k
Ubs Global Asset Management Americas Mar 2026 1.1k $25k
Advisory Services Network Mar 2026 167.00 $3.7k