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Wisdomtree Cboe S&p 500 Putwri shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $847k 26k 32.75

More positions owned by Diversify Wealth Management

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Diversify Wealth Management

Top funds holding Wisdomtree Cboe S&p 500 Putwri

LPL Financial
Granite Bay Wealth Management
Morgan Stanley
Cary Street Partners Financial
Castle Wealth Management
WealthPlan Investment Management
Solutions 4 Wealth
Cetera Investment Advisers
Alpine Bank Wealth Management
Compass Financial Services
Kestra Advisory Services
Central Trust & Investment
Opes Wealth Management
Private Capital Management
Trust Point

View all funds holding Wisdomtree Cboe S&p 500 Putwri