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Wisdomtree Tr bofa merlyn ze shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in Wisdomtree Tr bofa merlyn ze

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All positions including Wisdomtree Tr bofa merlyn ze held by Garton & Associates Financial Advisors 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 Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 807 22.52

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Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
LPL Financial
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National Asset Management
Integrated Wealth Concepts
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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