Wisdomtree Cboe S&p 500 Putwri shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle 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 Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 263k | 33.27 |
| 2025-06-30 | $8.1M | 252k | 32.04 |
| 2025-03-31 | $7.3M | 235k | 31.14 |
| 2024-12-31 | $7.3M | 222k | 32.97 |
| 2024-09-30 | $6.8M | 205k | 33.10 |
| 2024-06-30 | $1.5M | 46k | 33.36 |
| 2024-03-31 | $654k | 20k | 33.30 |
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