Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CBOE S&P 500 PUT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
121K+ 4786.43% |
$3.43M - $3.79M
|
123K
$3.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
76.3K+ 26.8% |
$2.16M - $2.39M
|
361K
$11.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.2K+ 17.27% |
$1.45M - $1.6M
|
347K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.6KNew |
$1.15M - $1.27M
|
40.6K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.9K+ 28.29% |
$1.13M - $1.25M
|
181K
$5.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.3K+ 22.58% |
$943K - $1.04M
|
181K
$5.56M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
29.8KNew |
$846K - $934K
|
29.8K
$919K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
20.6K+ 11.91% |
$585K - $645K
|
194K
$5.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18K+ 20.74% |
$511K - $564K
|
105K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
17.6KNew |
$500K - $552K
|
17.6K
$543K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
16.6K+ 7.05% |
$470K - $519K
|
252K
$7.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.2K+ 82.24% |
$347K - $383K
|
27.1K
$835K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
11.5K+ 7.4% |
$325K - $359K
|
166K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.4K+ 49.91% |
$322K - $355K
|
34.1K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
11K+ 73.69% |
$313K - $346K
|
26K
$801K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.4KNew |
$295K - $326K
|
10.4K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
9.36KNew |
$265K - $293K
|
9.36K
$288K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.82KNew |
$250K - $276K
|
8.82K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.62K+ 77.22% |
$245K - $270K
|
19.8K
$609K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.33K+ 28.53% |
$236K - $261K
|
37.5K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.09KNew |
$201K - $222K
|
7.09K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.85KNew |
$194K - $214K
|
6.85K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.27K+ 44.49% |
$178K - $196K
|
20.4K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.79K+ 22.54% |
$164K - $181K
|
31.5K
$969K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.14K+ 5.06% |
$146K - $161K
|
107K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.09K+ 20.38% |
$144K - $159K
|
30.1K
$926K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.82K+ 51.53% |
$108K - $119K
|
11.2K
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3KNew |
$85.1K - $93.9K
|
3K
$92.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.78K+ 1.66% |
$78.8K - $87K
|
170K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.02K+ 2.32% |
$57.4K - $63.4K
|
89.4K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2K+ 1.98% |
$56.7K - $62.5K
|
103K
$3.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.86K+ 9.87% |
$52.6K - $58.1K
|
20.7K
$636K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.59K+ 11.48% |
$45K - $49.7K
|
15.4K
$475K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.47K+ 7.8% |
$41.7K - $46.1K
|
20.3K
$627K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.35K+ 18.03% |
$38.3K - $42.2K
|
8.83K
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.25KNew |
$35.4K - $39.1K
|
1.25K
$38.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
978New |
$27.7K - $30.6K
|
978
$30.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
702+ 7.65% |
$19.9K - $22K
|
9.88K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
674+ 3.77% |
$19.1K - $21.1K
|
18.6K
$571K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
353+ 5.47% |
$10K - $11K
|
6.8K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
340+ 0.99% |
$9.64K - $10.6K
|
34.8K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
222New |
$6.3K - $6.95K
|
222
$6.84K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
159+ 1.13% |
$4.51K - $4.98K
|
14.2K
$438K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
148+ 1.98% |
$4.2K - $4.63K
|
7.62K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
37+ 0.08% |
$1.05K - $1.16K
|
47.9K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
8New |
$227 - $250
|
8
$246
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
$56.7 - $62.6
|
3
$92.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-242- 16.81% |
$6.86K - $7.57K
|
1.2K
$36.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-357- 1.54% |
$10.1K - $11.2K
|
22.8K
$703K
|