Wisdomtree Tr bofa merlyn ze shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree 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 Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Cherry Tree Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $30k | 1.4k | 22.14 |
2024-06-30 | $30k | 1.4k | 21.86 |
2024-03-31 | $30k | 1.4k | 22.03 |
2023-12-31 | $29k | 1.4k | 21.62 |
2023-09-30 | $29k | 1.4k | 21.12 |
2023-06-30 | $29k | 1.4k | 21.02 |
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