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 |
|---|---|---|---|---|---|
|
Avory & Company, LLC
Miami, FL |
Jul 31, 2025 Q2 2025 |
7,527
shares
|
$231,831
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,131
shares
|
$219,634
0.0% of portfolio
|
Q2 2025
Reduced 36.54%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
7,093
shares
|
$218,464
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
6,850
shares
|
$210,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
6,801
shares
|
$209,470
0.17% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,425
shares
|
$136,290
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,526
shares
|
$108,600
0.0% of portfolio
|
Q2 2020
Reduced 0.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$92,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,859
shares
|
$88,057
0.02% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,533
shares
|
$47,216
0.01% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,248
shares
|
$38,438
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,198
shares
|
$36,898
0.0% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
978
shares
|
$30,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 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%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
500
shares
|
$15,400
0.0% of portfolio
|
Q2 2025
Reduced 47.37%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
500
shares
|
$15,400
0.0% of portfolio
|
Q2 2025
Reduced 47.37%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
444
shares
|
$13,675
0.0% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
325
shares
|
$10,010
0.0% of portfolio
|
Q2 2025
Reduced 59.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
222
shares
|
$6,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
108
shares
|
$3,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
39
shares
|
$1,201
0.0% of portfolio
|
Q1 2025
Reduced 49.35%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
12
shares
|
$369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
8
shares
|
$246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3
shares
|
$92
0.0% of portfolio
|
Q2 2025
Added 200.0%
|