Wisdomtree Tr bofa merlyn ze shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Wisdomtree Tr bofa merlyn ze
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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 125k | 22.14 |
| 2024-06-30 | $2.6M | 119k | 21.86 |
| 2024-03-31 | $2.3M | 105k | 22.03 |
| 2023-09-30 | $1.4M | 66k | 21.12 |
| 2023-06-30 | $1.3M | 60k | 21.02 |
| 2023-03-31 | $1.2M | 56k | 20.77 |
| 2022-12-31 | $1.1M | 53k | 20.67 |
| 2022-09-30 | $895k | 45k | 20.12 |
| 2022-06-30 | $886k | 45k | 19.90 |
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