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Wisdomtree Cboe S&p 500 Putwri shares owned by Td Private Client Wealth

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

Historical chart of Td Private Client Wealth investment in Wisdomtree Cboe S&p 500 Putwri

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All positions including Wisdomtree Cboe S&p 500 Putwri held by Td Private Client Wealth 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 Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $109k 3.3k 33.02
2024-12-31 $309k 9.4k 32.97

More positions owned by Td Private Client Wealth

Spdr Ser Tr State Str Spdr Port S&p 500 Etf Exchange Traded Fund (SPYM)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
ISHARES TR 20plus YR TREAS BD ETF Exchange Traded Fund (TLT)
Microsoft Corp Common Stock (MSFT)
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)

View all positions for Td Private Client Wealth

Top funds holding Wisdomtree Cboe S&p 500 Putwri

LPL Financial
Cary Street Partners Financial
Castle Wealth Management
Granite Bay Wealth Management
Trust Point
Solutions 4 Wealth
Raymond James Financial
Cetera Investment Advisers
Compass Financial Services
Central Trust & Investment
Opes Wealth Management
Private Capital Management
Envestnet Asset Management
WealthPlan Investment Management
UBS Group

View all funds holding Wisdomtree Cboe S&p 500 Putwri