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Wisdomtree Cboe S&p 500 Putwri shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $330k 10k 32.04
2025-03-31 $433k 14k 31.14
2024-12-31 $282k 8.5k 32.97
2024-09-30 $276k 8.3k 33.10
2024-06-30 $278k 8.3k 33.36
2024-03-31 $327k 9.8k 33.30
2023-12-31 $345k 11k 31.70

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory 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