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Wisdomtree Tr bofa merlyn ze shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens 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 Robertson Stephens 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $967k 46k 21.12
2023-06-30 $975k 46k 21.02
2023-03-31 $912k 44k 20.77

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Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
National Asset Management
Jane Street
Advisor Group Holdings
Kestra Advisory Services
McAdam
Empirical Asset Management
Commonwealth Equity Services
Advisory Alpha
Raymond James Financial Services Advisors
Private Advisor
Ameritas Advisory Services
Verus Capital Partners
Vista Investment Management
Avestar Capital

View all funds holding Wisdomtree Tr bofa merlyn ze