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Wisdomtree Tr bofa merlyn ze shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory 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 Continuum Advisory 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 Continuum Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1k 51 22.45
2024-06-30 $1.1k 51 21.86
2024-03-31 $1.1k 51 22.04

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Top funds holding Wisdomtree Tr bofa merlyn ze

National Asset Management
LPL Financial
Envestnet Asset Management
Morgan Stanley
Integrated Wealth Concepts
Equitable Holdings
Avestar Capital
Commonwealth Equity Services
Susquehanna International
McAdam
Raymond James Financial Services Advisors
Advisory Alpha
Kestra Advisory Services
Howard Capital Management
Verus Capital Partners

View all funds holding Wisdomtree Tr bofa merlyn ze