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Wisdomtree Tr bofa merlyn ze shares owned by HHM Wealth Advisors

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

Historical chart of HHM Wealth Advisors 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 HHM Wealth 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 HHM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $37k 1.7k 22.53
2025-09-30 $37k 1.7k 22.48
2025-06-30 $231k 10k 22.39

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View all positions for HHM Wealth Advisors

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