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

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

Historical chart of HB 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 HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $586k 19k 31.70
2023-09-30 $566k 18k 30.72
2023-06-30 $1.1M 33k 32.40
2023-03-31 $1.7M 55k 31.04
2022-12-31 $2.7M 91k 30.03
2022-09-30 $1.9M 65k 29.82
2022-06-30 $1.5M 46k 31.96
2022-03-31 $1.6M 46k 35.10
2021-12-31 $1.6M 46k 34.51

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB 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