Wisdomtree Tr bofa merlyn ze shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Wisdomtree Tr bofa merlyn ze
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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $399k | 18k | 22.14 |
| 2024-06-30 | $394k | 18k | 21.86 |
| 2024-03-31 | $397k | 18k | 22.03 |
| 2023-12-31 | $454k | 21k | 21.62 |
| 2023-09-30 | $444k | 21k | 21.12 |
| 2023-06-30 | $441k | 21k | 21.02 |
| 2023-03-31 | $436k | 21k | 20.77 |
| 2022-12-31 | $434k | 21k | 20.67 |
| 2022-09-30 | $423k | 21k | 20.14 |
| 2022-06-30 | $418k | 21k | 19.90 |
| 2022-03-31 | $460k | 21k | 21.90 |
| 2021-12-31 | $468k | 21k | 22.29 |
| 2021-09-30 | $467k | 21k | 22.24 |
| 2021-06-30 | $468k | 21k | 22.29 |
| 2021-03-31 | $476k | 22k | 22.14 |
| 2020-12-31 | $469k | 22k | 21.81 |
| 2020-09-30 | $384k | 19k | 20.76 |
| 2020-06-30 | $374k | 19k | 20.22 |
| 2020-03-31 | $345k | 19k | 18.65 |
| 2019-12-31 | $429k | 19k | 23.19 |
| 2019-09-30 | $426k | 19k | 23.03 |
| 2019-06-30 | $431k | 19k | 23.30 |
| 2019-03-31 | $430k | 19k | 23.24 |
| 2018-12-31 | $415k | 19k | 22.43 |
| 2018-09-30 | $443k | 19k | 23.95 |
| 2018-06-30 | $443k | 19k | 23.95 |
| 2018-03-31 | $442k | 19k | 23.89 |
| 2017-12-31 | $254k | 11k | 24.19 |