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 70 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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,526
shares
|
$108,600
0.0% of portfolio
|
Q2 2020
Reduced 0.77%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,308
shares
|
$101,886
0.03% of portfolio
|
Q1 2025
Reduced 28.32%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
2,527
shares
|
$77,831
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
1,533
shares
|
$47,216
0.01% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,440
shares
|
$44,352
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
950
shares
|
$29,260
0.0% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
950
shares
|
$29,260
0.0% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
803
shares
|
$24,732
0.0% of portfolio
|
Q1 2025
Added 67.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
750
shares
|
$23,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
661
shares
|
$20,358
0.0% of portfolio
|
Q3 2018
Added 10.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
604
shares
|
$18,603
0.0% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
578
shares
|
$17,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
444
shares
|
$13,675
0.0% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
185
shares
|
$5,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
108
shares
|
$3,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
39
shares
|
$1,201
0.0% of portfolio
|
Q1 2025
Reduced 49.35%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
12
shares
|
$369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2
shares
|
$61
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$30
0.0% of portfolio
|
Q1 2025
Reduced 99.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|