Institutional Ownership Wisdomtree Tr Cboe S&P 500 Put (PUTW)
This table provides information about the institutional ownership of Wisdomtree Tr Cboe S&P 500 Put (PUTW). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 3.88 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,032,167
shares
|
$31.8 Million
1.02% of portfolio
|
Q1 2025
Added 456.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
296,291
shares
|
$9.13 Million
0.0% of portfolio
|
Q1 2025
Added 159.95%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
284,746
shares
|
$8.77 Million
0.81% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
235,067
shares
|
$7.24 Million
4.12% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
173,147
shares
|
$5.33 Million
1.87% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
166,883
shares
|
$5.14 Million
0.0% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
154,914
shares
|
$4.77 Million
8.51% of portfolio
|
Q1 2025
Added 29.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
147,270
shares
|
$4.54 Million
0.0% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
141,095
shares
|
$4.35 Million
0.01% of portfolio
|
Q1 2025
Added 149.1%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
108,721
shares
|
$3.35 Million
0.52% of portfolio
|
Q3 2024
Added 55.84%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
101,591
shares
|
$3.13 Million
0.65% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
100,820
shares
|
$3.11 Million
0.29% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
87,399
shares
|
$2.69 Million
0.35% of portfolio
|
Q1 2025
Added 39.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
86,912
shares
|
$2.68 Million
0.07% of portfolio
|
Q1 2025
Added 25.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
68,235
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,411
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
48,813
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
47,828
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 62.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
44,940
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
37,826
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2025
Added 68.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
36,087
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 41.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
34,499
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
25,676
shares
|
$790,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,971
shares
|
$769,106
0.0% of portfolio
|
Q1 2025
Added 291.03%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
23,181
shares
|
$713,974
0.04% of portfolio
|
Q1 2025
Added 15.43%
|