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Wisdomtree Tr bofa merlyn ze shares owned by Savvy Advisors

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

Historical chart of Savvy Advisors 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 Savvy Advisors 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 Savvy Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 143k 22.53

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Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
LPL Financial
Envestnet Asset Management
National Asset Management
Cetera Investment Advisers
Integrated Wealth Concepts
Savvy Advisors
PFG Financial Advisors
Howard Capital Management
Mml Investors Services
Equitable Holdings
Kestra Advisory Services
Ameriprise Financial
Prospera Financial Services
Wealth Enhancement Advisory Services

View all funds holding Wisdomtree Tr bofa merlyn ze