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Wisdomtree Cboe S&p 500 Putwri shares owned by Kestra Advisory Services

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

Historical chart of Kestra Advisory Services investment in Wisdomtree Cboe S&p 500 Putwri

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All positions including Wisdomtree Cboe S&p 500 Putwri held by Kestra 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $603k 18k 33.27
2025-06-30 $634k 20k 32.04
2025-03-31 $348k 11k 31.14
2024-12-31 $274k 8.3k 32.97
2021-03-31 $360k 12k 30.19
2020-12-31 $412k 15k 28.40

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View all positions for Kestra 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