Wisdomtree Cboe S&p 500 Putwri shares owned by AE Wealth Management
Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Wisdomtree Cboe S&p 500 Putwri
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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 |
|---|---|---|---|
| 2025-09-30 | $11k | 325 | 33.27 |
| 2025-06-30 | $10k | 325 | 32.04 |
| 2025-03-31 | $25k | 803 | 31.14 |
| 2024-12-31 | $16k | 478 | 32.97 |
| 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 |
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