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Wisdomtree Cboe S&p 500 Putwri shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $250k 7.8k 31.91

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

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
Raymond James Financial
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

View all funds holding Wisdomtree Cboe S&p 500 Putwri