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Wisdomtree Cboe S&p 500 Putwri shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 17k 33.29
2025-06-30 $40k 1.2k 32.05
2019-12-31 $3.0k 100 30.00
2019-09-30 $3.0k 100 30.00

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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