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Wisdomtree Tr bofa merlyn ze shares owned by Simplicity Wealth

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

Historical chart of Simplicity 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 Simplicity 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 56k 22.51

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Top funds holding Wisdomtree Tr bofa merlyn ze

UBS Group
LPL Financial
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
National Asset Management
Systelligence
Cetera Investment Advisers
Integrated Wealth Concepts
Savvy Advisors
PFG Financial Advisors
Kestra Advisory Services
Howard Capital Management
Raymond James Financial
Columbia Advisory Partners

View all funds holding Wisdomtree Tr bofa merlyn ze