Wisdomtree Tr bofa merlyn ze shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Wisdomtree Tr bofa merlyn ze
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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $889k | 40k | 22.14 |
| 2024-06-30 | $16M | 749k | 21.86 |
| 2024-03-31 | $15M | 687k | 22.03 |
| 2023-12-31 | $2.2M | 100k | 21.61 |
| 2023-09-30 | $1.5M | 69k | 21.12 |
| 2023-06-30 | $1.7M | 83k | 21.02 |
| 2023-03-31 | $3.1M | 150k | 20.77 |
| 2022-12-31 | $1.9M | 94k | 20.67 |
| 2022-09-30 | $1.7M | 84k | 20.12 |
| 2022-06-30 | $324k | 16k | 19.93 |
| 2022-03-31 | $443k | 20k | 21.90 |
| 2021-12-31 | $459k | 21k | 22.27 |
| 2021-09-30 | $424k | 19k | 22.20 |
| 2021-06-30 | $425k | 19k | 22.26 |