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Wisdomtree Cboe S&p 500 Putwri shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 6.2k 33.27

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NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
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Vanguard Index Fds Growth Etf (VUG)
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View all positions for Concurrent Investment 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