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Wisdomtree Cboe S&p 500 Putwri shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in Wisdomtree Cboe S&p 500 Putwri

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All positions including Wisdomtree Cboe S&p 500 Putwri held by Arkadios Wealth Advisors 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $899k 27k 33.27
2025-06-30 $652k 20k 32.04
2025-03-31 $588k 19k 31.14
2024-12-31 $439k 13k 32.97
2024-09-30 $1.7M 50k 33.10
2024-06-30 $394k 12k 33.36
2021-03-31 $1.0k 44 22.73

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Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Angel Oak Income Etf Etf (CARY)
Invesco Qqq Trust Series I Etf (QQQ)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Broadcom Stock (AVGO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Meta Platforms Inc Cl A Stock (META)
Ishares S&p 500 Growth Etf Etf (IVW)

View all positions for Arkadios Wealth Advisors

Top funds holding Wisdomtree Cboe S&p 500 Putwri

Cary Street Partners Financial
Morgan Stanley
LPL Financial
Castle Wealth Management
Granite Bay Wealth Management
Trust Point
Solutions 4 Wealth
Cetera Investment Advisers
Raymond James Financial
Compass Financial Services
Central Trust & Investment
Opes Wealth Management
Private Capital Management
Jane Street
Avestar Capital

View all funds holding Wisdomtree Cboe S&p 500 Putwri