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Wisdomtree Cboe S&p 500 Putwri shares owned by AE Wealth Management

Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (PUTW) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Wisdomtree Cboe S&p 500 Putwri

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Cboe S&p 500 Putwri held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Cboe S&p 500 Putwri by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $321k 10k 32.16
2023-09-30 $408k 13k 30.72
2023-06-30 $14M 438k 32.40
2023-03-31 $11M 364k 31.04
2022-12-31 $9.2M 306k 30.03
2022-09-30 $9.3M 310k 29.82
2022-06-30 $3.6M 114k 31.96
2022-03-31 $4.0M 114k 35.11
2021-06-30 $492k 16k 31.78

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding Wisdomtree Cboe S&p 500 Putwri

Trust Point
Fundamentun
Avestar Capital
Raymond James Trust
Opes Wealth Management
Central Trust & Investment
Private Capital Management
Private Advisor
UBS Group
HB Wealth Management
Klr Investment Advisors
Bank of America Corporation
Advisor Group Holdings
Granite Bay Wealth Management
Klingman & Associates

View all funds holding Wisdomtree Cboe S&p 500 Putwri