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Wisdomtree Cboe S&p 500 Putwri shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $858k 27k 31.70
2023-09-30 $726k 24k 30.72
2023-06-30 $673k 21k 32.60
2023-03-31 $548k 18k 31.04
2020-06-30 $54k 2.1k 25.21

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View all positions for Private Advisor

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