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Wisdomtree Cboe S&p 500 Putwri shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $317k 9.6k 33.02
2025-09-30 $306k 9.2k 33.27
2025-06-30 $227k 7.1k 32.04

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Spdr Series Trust State Street Spd (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Collaborative Wealth Managment

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