Cherry Tree Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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