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Wisdomtree Tr bofa merlyn ze shares owned by Comprehensive Wealth Management

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

Historical chart of Comprehensive 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 Comprehensive 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 Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $437k 19k 22.48
2025-06-30 $515k 23k 22.39

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Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Comprehensive Wealth Management

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