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Wisdomtree Tr bofa merlyn ze shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital 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 Elevation Capital 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 232k 22.48
2024-12-31 $6.3M 282k 22.24

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Global X Fds Conscious Cos (KRMA)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Elevation Capital Advisory

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