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Wisdomtree Cboe S&p 500 Putwri shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment 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 Advyzon Investment 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 Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $340k 11k 31.91

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Graniteshares Gold Tr Shs Ben Int (BAR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds State Street Spd (SPDW)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Covington Trust Enhanced Intl (FENI)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Advyzon Investment Management

Top funds holding Wisdomtree Cboe S&p 500 Putwri

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WealthPlan Investment Management
Solutions 4 Wealth
Cetera Investment Advisers
Alpine Bank Wealth Management
Compass Financial Services
Kestra Advisory Services
Central Trust & Investment
Opes Wealth Management
Private Capital Management
Trust Point

View all funds holding Wisdomtree Cboe S&p 500 Putwri