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Wisdomtree Cboe S&p 500 Putwri shares owned by Founders Financial Alliance

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

Historical chart of Founders Financial Alliance 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 Founders Financial Alliance 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 Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 594 33.27
2025-06-30 $14k 444 32.04
2025-03-31 $14k 444 31.14
2024-12-31 $12k 355 32.97
2024-09-30 $12k 355 33.10

More positions owned by Founders Financial Alliance

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Broadcom (AVGO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Duke Energy Corp Com New (DUK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)
First Ban (FBNC)

View all positions for Founders Financial Alliance

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