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Wisdomtree Cboe S&p 500 Putwri shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.9M 88k 33.02

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Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

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
Cetera Investment Advisers
Compass Financial Services
Central Trust & Investment
Opes Wealth Management
Private Capital Management
Envestnet Asset Management
Raymond James Financial
WealthPlan Investment Management
UBS Group

View all funds holding Wisdomtree Cboe S&p 500 Putwri