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Wisdomtree Tr bofa merlyn ze shares owned by Iams Wealth Management

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

Historical chart of Iams 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 Iams 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.8M 126k 22.37

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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Iams Wealth Management

Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
LPL Financial
Envestnet Asset Management
Ameriprise Financial
National Asset Management
Systelligence
Cetera Investment Advisers
Integrated Wealth Concepts
Savvy Advisors
PFG Financial Advisors
Kestra Advisory Services
Iams Wealth Management
Howard Capital Management
Raymond James Financial
Advisor Group Holdings

View all funds holding Wisdomtree Tr bofa merlyn ze