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Wisdomtree Tr bofa merlyn ze shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in Wisdomtree Tr bofa merlyn ze

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All positions including Wisdomtree Tr bofa merlyn ze held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 787 22.03
2022-12-31 $496k 23k 21.19
2022-03-31 $358k 17k 21.71

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
National Asset Management
Kestra Advisory Services
Envestnet Asset Management
Ameriprise Financial
Morgan Stanley
LPL Financial
Integrated Wealth Concepts
Equitable Holdings
Advisor Group Holdings
Avestar Capital
McAdam
Jane Street
Empirical Asset Management
Commonwealth Equity Services

View all funds holding Wisdomtree Tr bofa merlyn ze