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Wisdomtree Cboe S&p 500 Putwri shares owned by Avestar Capital

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

Historical chart of Avestar Capital 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 Avestar Capital 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 Avestar Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 62k 33.02
2025-09-30 $3.1M 95k 33.27
2025-06-30 $3.3M 103k 32.04
2025-03-31 $3.1M 101k 31.14
2024-12-31 $3.9M 119k 32.97
2024-09-30 $4.1M 123k 33.10
2024-06-30 $4.5M 136k 33.36
2024-03-31 $3.6M 109k 33.30
2023-12-31 $3.8M 120k 31.70
2023-09-30 $2.9M 94k 30.72

More positions owned by Avestar Capital

NVIDIA Corporation Put Option (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Meta Platforms Cl A Call Option (META)
Amazon Put Option (AMZN)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A Put Option (GOOGL)
Ssga Active Etf Tr State Street Ult (ULST)
Broadcom Put Option (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Servicenow Call Option (NOW)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Avestar Capital

Top funds holding Wisdomtree Cboe S&p 500 Putwri

LPL Financial
Cary Street Partners Financial
Castle Wealth Management
Granite Bay Wealth Management
Trust Point
Solutions 4 Wealth
Cetera Investment Advisers
Compass Financial Services
Central Trust & Investment
Opes Wealth Management
Private Capital Management
Envestnet Asset Management
Raymond James Financial
WealthPlan Investment Management
UBS Group

View all funds holding Wisdomtree Cboe S&p 500 Putwri