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Wisdomtree Tr bofa merlyn ze shares owned by Valley National Advisers

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

Historical chart of Valley National Advisers 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 Valley National Advisers 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 Valley National Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $999 45 22.22
2022-06-30 $3.0k 137 21.90
2022-03-31 $3.0k 135 22.22
2021-12-31 $3.0k 134 22.39

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View all positions for Valley National Advisers

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