Wisdomtree Cboe S&p 500 Putwri shares owned by HB Wealth Management
Quarter-by-quarter ownership of Wisdomtree Cboe S&p 500 Putwri (WTPI) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Wisdomtree Cboe S&p 500 Putwri
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Quarterly reported holdings in Wisdomtree Cboe S&p 500 Putwri by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 11k | 33.27 |
| 2025-06-30 | $229k | 7.1k | 32.04 |
| 2025-03-31 | $350k | 11k | 31.14 |
| 2024-12-31 | $408k | 12k | 32.97 |
| 2024-09-30 | $449k | 14k | 33.10 |
| 2024-06-30 | $508k | 15k | 33.36 |
| 2024-03-31 | $553k | 17k | 33.30 |
| 2023-12-31 | $586k | 19k | 31.70 |
| 2023-09-30 | $566k | 18k | 30.72 |
| 2023-06-30 | $1.1M | 33k | 32.40 |
| 2023-03-31 | $1.7M | 55k | 31.04 |
| 2022-12-31 | $2.7M | 91k | 30.03 |
| 2022-09-30 | $1.9M | 65k | 29.82 |
| 2022-06-30 | $1.5M | 46k | 31.96 |
| 2022-03-31 | $1.6M | 46k | 35.10 |
| 2021-12-31 | $1.6M | 46k | 34.51 |
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