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HYZDHYZD
9 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in WISDOMTREE TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 19,825 shares of HYZD (WISDOMTREE TR), worth $447,659 as of 2026-Q2. The position was increased (+57.2% shares). HYZD represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$447,659

Current Shares

19,825

Total Value Change

+$160,091

Total Shares Change

+6,670

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
19,825
+57.2%
$447,6590.0%$22.40
34
2026-Q1
Decreased
12,614
-81.2%
$281,5420.0%$21.58
0
2025-Q4
Increased
66,985
+2.4%
$1.5M0.0%$21.78
26
2025-Q3
Increased
65,445
+0.5%
$1.5M0.0%$21.40
26
2025-Q2
Increased
65,124
+4.0%
$1.5M0.0%$21.00
27
2025-Q1
Decreased
62,595
-0.1%
$1.4M0.0%$20.21
0
2024-Q4
Increased
62,683
+8.1%
$1.4M0.0%$20.23
28
2024-Q3
Increased
57,980
+340.7%
$1.3M0.0%$19.82
41
2024-Q2
New
13,155
-
$287,5680.0%$19.26
32

Other major holders of HYZD: UBS Group AG, LPL Financial LLC

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