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 77 institutions that hold shares in the stock, with a total of 4.36 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
29,209
shares
|
$899,637
0.0% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
27,098
shares
|
$834,618
0.0% of portfolio
|
Q2 2025
Added 82.24%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
26,022
shares
|
$801,477
0.28% of portfolio
|
Q2 2025
Added 73.69%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
25,623
shares
|
$789,188
0.06% of portfolio
|
Q2 2025
Reduced 32.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
22,824
shares
|
$702,979
0.03% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
20,657
shares
|
$636,235
0.0% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
20,361
shares
|
$627,118
0.0% of portfolio
|
Q2 2025
Added 44.49%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
20,342
shares
|
$626,533
0.02% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,787
shares
|
$609,439
0.0% of portfolio
|
Q2 2025
Added 77.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
18,550
shares
|
$571,340
0.05% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
18,013
shares
|
$554,800
0.42% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
17,643
shares
|
$543,404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
15,423
shares
|
$475,028
0.18% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
14,221
shares
|
$438,006
0.01% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
11,935
shares
|
$367,598
0.02% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,221
shares
|
$345,606
0.01% of portfolio
|
Q2 2025
Added 51.53%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,403
shares
|
$320,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,291
shares
|
$316,962
0.0% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
9,876
shares
|
$304,180
0.0% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
9,356
shares
|
$288,164
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,055
shares
|
$278,894
0.0% of portfolio
|
Q3 2024
Reduced 67.69%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
8,832
shares
|
$272,025
0.03% of portfolio
|
Q2 2025
Added 18.03%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
8,818
shares
|
$271,594
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
8,793
shares
|
$270,824
0.19% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
7,621
shares
|
$234,726
0.15% of portfolio
|
Q2 2025
Added 1.98%
|