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Wisdomtree Tr bofa merlyn ze shares owned by Fortitude Family Office

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

Historical chart of Fortitude Family Office 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 Fortitude Family Office 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 Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5k 339 22.14

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

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