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Wisdomtree Cboe S&p 500 Putwri shares owned by Compass Financial Services

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

Historical chart of Compass Financial Services investment in Wisdomtree Cboe S&p 500 Putwri

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All positions including Wisdomtree Cboe S&p 500 Putwri held by Compass Financial Services 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 Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 136k 33.27
2025-06-30 $4.0M 124k 32.04
2025-03-31 $79k 2.5k 31.14

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

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