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Wisdomtree Tr bofa merlyn ze shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in Wisdomtree Tr bofa merlyn ze

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All positions including Wisdomtree Tr bofa merlyn ze held by United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 9.2k 22.48
2025-06-30 $364k 16k 22.39
2025-03-31 $382k 18k 21.89
2024-12-31 $494k 22k 22.24

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View all positions for United Advisor Group

Top funds holding Wisdomtree Tr bofa merlyn ze

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

View all funds holding Wisdomtree Tr bofa merlyn ze