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Wisdomtree Cboe S&p 500 Putwri shares owned by Harbour Investments

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

Historical chart of Harbour Investments 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 Harbour Investments 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 Harbour Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $690k 22k 31.91
2025-03-31 $333k 11k 31.14
2024-12-31 $292k 8.8k 32.97
2024-09-30 $289k 8.7k 33.10
2024-06-30 $225k 6.7k 33.36
2024-03-31 $178k 5.3k 33.30
2023-12-31 $83k 2.6k 31.70
2021-12-31 $10k 300 33.33
2021-09-30 $23k 700 32.86
2021-06-30 $22k 700 31.43
2021-03-31 $12k 400 30.00

More positions owned by Harbour Investments

Vanguard S&p 500 Etf Etf (VOO)
Invesco Qqq Trust Series I Etf (QQQ)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Apple Stock (AAPL)
First Trust Smith Unconstrained Bond Etf Etf (UCON)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p 500 Etf Etf (IVV)
Capital Group Core Plus Income Etf Etf (CGCP)
State Street Spdr S&p 500 Etf Etf (SPY)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Us Dividend Equity Etf Etf (SCHD)

View all positions for Harbour Investments

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