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Wisdomtree Tr bofa merlyn ze shares owned by Goss Wealth Management

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $740k 33k 22.53
2025-09-30 $796k 35k 22.48
2025-06-30 $117k 5.2k 22.39

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Broadcom Common Stock (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Walmart Common Stock (WMT)
Berkshire Hathaway Common Stock (BRK.B)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Common Stock (META)
Visa Common Stock (V)

View all positions for Goss Wealth Management

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