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Wisdomtree Tr bofa merlyn ze shares owned by Melone Private Wealth

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

Historical chart of Melone Private Wealth 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 Melone Private Wealth 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 Melone Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 10k 22.14
2024-06-30 $215k 9.8k 21.86
2024-03-31 $214k 9.7k 22.03
2023-12-31 $207k 9.6k 21.62

More positions owned by Melone Private Wealth

Wisdomtree Tr Us Midcap Divid (DON)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Wisdomtree Tr Us Total Dividnd (DTD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Nuveen Mun High Income Opp F (NMZ)
Spdr Ser Tr Portfolio Crport (SPBO)
Nuveen (NMCO)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Melone Private Wealth

Top funds holding Wisdomtree Tr bofa merlyn ze

National Asset Management
LPL Financial
Envestnet Asset Management
Morgan Stanley
Integrated Wealth Concepts
Equitable Holdings
Avestar Capital
Commonwealth Equity Services
Susquehanna International
McAdam
Raymond James Financial Services Advisors
Advisory Alpha
Kestra Advisory Services
Howard Capital Management
Verus Capital Partners

View all funds holding Wisdomtree Tr bofa merlyn ze