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Wisdomtree Tr bofa merlyn ze shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $37k 1.6k 22.51
2024-06-30 $0 14 0.00
2023-12-31 $6.0k 263 22.81
2023-09-30 $5.0k 258 19.38

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View all positions for CWM

Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
LPL Financial
Envestnet Asset Management
National Asset Management
Integrated Wealth Concepts
Cetera Investment Advisers
Savvy Advisors
Mml Investors Services
Kestra Advisory Services
Ameriprise Financial
PFG Financial Advisors
Howard Capital Management
Prospera Financial Services
Wealth Enhancement Advisory Services
Raymond James Financial

View all funds holding Wisdomtree Tr bofa merlyn ze