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Wisdomtree Tr bofa merlyn ze shares owned by Gilpin Wealth Management

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

Historical chart of Gilpin Wealth Management 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 Gilpin Wealth Management 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 Gilpin Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $627k 29k 22.01

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View all positions for Gilpin Wealth Management

Top funds holding Wisdomtree Tr bofa merlyn ze

LPL Financial
UBS Group
Morgan Stanley
Systelligence
Envestnet Asset Management
National Asset Management
Ameriprise Financial
Cetera Investment Advisers
Jane Street
Integrated Wealth Concepts
Savvy Advisors
Kestra Advisory Services
PFG Financial Advisors
Howard Capital Management
Bank of New York Mellon

View all funds holding Wisdomtree Tr bofa merlyn ze