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
LPL Financial 1.6M $36M 10% Mar 2026
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UBS Group 1.6M $35M 4% Mar 2026
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Morgan Stanley 690k $15M -3% Mar 2026
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Systelligence 355k $7.8M 100% Mar 2026
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Envestnet Asset Management 335k $7.4M -19% Mar 2026
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National Asset Management 273k $6.0M 2% Mar 2026
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Ameriprise Financial 219k $4.8M 71% Mar 2026
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Cetera Investment Advisers 191k $4.2M 24% Mar 2026
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Jane Street 172k $3.8M 895% Mar 2026
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Integrated Wealth Concepts 170k $3.7M 7% Mar 2026
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Savvy Advisors 161k $3.5M 12% Mar 2026
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Kestra Advisory Services 139k $3.1M 7% Mar 2026
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PFG Financial Advisors 129k $2.8M 9% Mar 2026
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Howard Capital Management 103k $2.3M 8% Mar 2026
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Bank of New York Mellon 97k $2.1M 100% Mar 2026
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Columbia Advisory Partners 90k $2.0M 100% Mar 2026
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Prospera Financial Services 70k $1.5M -1% Mar 2026
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Raymond James Financial 66k $1.5M 233% Dec 2025
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Advisory Alpha 63k $1.4M 11% Mar 2026
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Stifel Financial 61k $1.3M 1% Mar 2026
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Avestar Capital 60k $1.3M 0% Mar 2026
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Advisor Group Holdings 60k $1.3M 0% Dec 2025
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McAdam 49k $1.1M 1% Mar 2026
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Janney Montgomery Scott 49k $1.1M 10% Mar 2026
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Empirical Asset Management 46k $1.0M 4% Mar 2026
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Mml Investors Services 45k $988k -66% Mar 2026
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Goss Wealth Management 32k $705k -2% Mar 2026
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Gilpin Wealth Management 29k $627k 100% Mar 2026
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Commonwealth Equity Services 20k $435k -7% Mar 2026
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Equitable Holdings 17k $387k -16% Mar 2026
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Private Advisor 17k $365k -21% Mar 2026
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Duncan Williams Asset Management 16k $346k -33% Mar 2026
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Cambridge Investment Research Advisors 15k $329k 20% Mar 2026
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Stephens 12k $259k 0% Mar 2026
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Verus Capital Partners 12k $253k 0% Mar 2026
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Melone Private Wealth 11k $241k 1% Mar 2026
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Flow Traders US 11k $234k 100% Mar 2026
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Geneos Wealth Management 9.2k $202k 0% Mar 2026
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Fifth Third Bancorp 8.3k $182k 100% Mar 2026
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Brian McDonald 8.1k $182k 1% Dec 2025
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Private Trust Co Na 6.9k $152k 0% Mar 2026
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JCSD Capital 3.2k $71k 100% Mar 2026
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HHM Wealth Advisors 1.7k $36k 0% Mar 2026
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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 $30k -2% Mar 2026
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Ubs Global Asset Management Americas 1.1k $25k 100% Mar 2026
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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% Mar 2026
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SBI Securities 829.00 $18k 4% Mar 2026
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Smartleaf Asset Management 758.00 $17k 4% Mar 2026
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AE Wealth Management 727.00 $16k 2% Mar 2026
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Front Row Advisors 440.00 $9.7k 0% Mar 2026
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FMR 258.00 $5.8k 0% Dec 2025
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McIlrath & Eck 207.00 $4.6k 0% Mar 2026
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Wells Fargo & Company 150.00 $3.3k -99% Mar 2026
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DHJJ Financial Advisors 1.00 $23.000000 0% Mar 2026
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Who sold out of Wisdomtree Tr bofa merlyn ze?

Fund or Company Name Date Sold Shares Held Valued At
Wealth Enhancement Advisory Services Dec 2025 67k $1.5M
Elevation Capital Advisory Dec 2025 47k $1.1M
Oregon Pacific Wealth Management Dec 2025 20k $454k
Comprehensive Wealth Management Dec 2025 17k $386k
Moulton Wealth Management Dec 2025 13k $1.8M
Citadel Advisors Dec 2025 9.7k $219k
Garton & Associates Financial Advisors Dec 2025 807.00 $18k
Advisory Services Network Sep 2025 167.00 $3.8k
Optima Capital Dec 2025 157.00 $3.5k
Atlantic Trust Sep 2025 75.00 $1.7k