Atlantic Trust »

Wisdomtree Tr bofa merlyn ze shares owned by Atlantic Trust

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

Historical chart of Atlantic Trust 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 Atlantic Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Atlantic Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7k 75 22.48
2024-06-30 $6.6k 300 21.99
2024-03-31 $6.6k 300 22.00

More positions owned by Atlantic Trust

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Raytheon Technologies Corp (RTX)
Blackstone Group Inc Com Cl A (BX)
Astrazeneca Sponsored Adr (AZN)
Old Dominion Freight Line (ODFL)
Nextera Energy (NEE)

View all positions for Atlantic Trust

Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
LPL Financial
Morgan Stanley
Envestnet Asset Management
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