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Wisdomtree Tr bofa merlyn ze shares owned by AE Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Wisdomtree Tr bofa merlyn ze

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr bofa merlyn ze held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 1.3k 22.48
2019-12-31 $1.1M 47k 23.17
2019-09-30 $1.1M 47k 23.02
2019-06-30 $1.1M 45k 23.32

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View all positions for AE Wealth Management

Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
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National Asset Management
Elevation Capital Advisory
Cetera Investment Advisers
Integrated Wealth Concepts
PFG Financial Advisors
Mml Investors Services
Equitable Holdings
Howard Capital Management
Kestra Advisory Services
Ameriprise Financial
Prospera Financial Services

View all funds holding Wisdomtree Tr bofa merlyn ze