Wisdomtree Tr bofa merlyn ze shares owned by LPL Financial
Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial 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 LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr bofa merlyn ze by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 1.2M | 22.48 |
| 2025-06-30 | $23M | 1.0M | 22.39 |
| 2025-03-31 | $22M | 1.0M | 21.89 |
| 2024-12-31 | $16M | 733k | 22.24 |
| 2024-09-30 | $13M | 593k | 22.14 |
| 2024-06-30 | $13M | 594k | 21.86 |
| 2024-03-31 | $10M | 467k | 22.03 |
| 2023-09-30 | $5.2M | 248k | 21.12 |
| 2023-06-30 | $5.0M | 237k | 21.02 |
| 2023-03-31 | $4.4M | 213k | 20.77 |
| 2022-12-31 | $4.7M | 225k | 20.67 |
| 2022-09-30 | $4.4M | 219k | 20.12 |
| 2022-06-30 | $9.1M | 460k | 19.90 |
| 2022-03-31 | $11M | 522k | 21.92 |
| 2021-12-31 | $13M | 596k | 22.27 |
| 2021-09-30 | $10M | 449k | 22.23 |
| 2021-06-30 | $2.0M | 90k | 22.26 |
| 2021-03-31 | $1.9M | 87k | 22.11 |
| 2020-12-31 | $1.1M | 49k | 21.82 |
| 2020-09-30 | $544k | 26k | 20.77 |
| 2020-06-30 | $563k | 28k | 20.13 |
| 2020-03-31 | $701k | 38k | 18.66 |
| 2019-12-31 | $1.4M | 58k | 23.17 |
| 2019-09-30 | $1.3M | 59k | 23.01 |
| 2019-06-30 | $1.2M | 53k | 23.31 |
| 2019-03-31 | $1.3M | 56k | 23.25 |
| 2018-12-31 | $1.6M | 70k | 22.42 |
| 2018-09-30 | $1.5M | 62k | 24.20 |
| 2018-06-30 | $1.1M | 47k | 23.93 |
| 2018-03-31 | $1.1M | 47k | 23.90 |
| 2017-12-31 | $971k | 40k | 24.16 |
| 2017-09-30 | $734k | 30k | 24.12 |
| 2017-06-30 | $675k | 28k | 24.05 |
| 2017-03-31 | $415k | 17k | 23.83 |
| 2016-12-31 | $323k | 14k | 23.90 |