Cabot Wealth Management Inc Wisdomtree Tr Cboe S&P 500 Put Transaction History

Cabot Wealth Management Inc

$760 Million
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 02, 2021	SELL	N/A	-139,076 Closed	0 $0
Q3 2020 Nov 05, 2020	SELL	N/A	-152,557 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	N/A	873 Added 0.58%	152,557 $3.82 Million
Q1 2020 Apr 23, 2020	SELL	N/A	-2,106 Reduced 1.37%	151,684 $3.41 Million
Q4 2019 Feb 12, 2020	BUY	N/A	1,860 Added 1.22%	153,790 $4.38 Million

Q3 2019 Oct 31, 2019	BUY	N/A	1,094 Added 0.73%	151,930 $4.2 Million
Q2 2019 Aug 06, 2019	BUY	N/A	4,904 Added 3.36%	150,836 $4.16 Million
Q1 2019 May 13, 2019	BUY	N/A	11,290 Added 8.39%	145,932 $3.93 Million
Q4 2018 Feb 12, 2019	SELL	N/A	-34,273 Reduced 20.29%	134,642 $3.43 Million
Q3 2018 Oct 30, 2018	SELL	N/A	-3,240 Reduced 1.88%	168,915 $5.18 Million
Q2 2018 Aug 09, 2018	BUY	N/A	7,462 Added 4.53%	172,155 $5.07 Million
Q1 2018 May 11, 2018	BUY	N/A	38,667 Added 30.68%	164,693 $4.65 Million
Q4 2017 Feb 12, 2018	BUY	N/A	126,026	126,026 $3.66 Million

Others Institutions Holding PUTW

# of Institutions

43

Shares Held

2.42M

Call Options Held

0

Put Options Held

0

Granite Bay Wealth Management, LLC

912K
Shares

$30 Million
0.3% of portfolio
Crabel Capital Management, LLC Milwaukee, WI

405K
Shares

$13.3 Million
11.74% of portfolio
Trust Point Inc. La Crosse, WI

233K
Shares

$7.65 Million
0.62% of portfolio
Avestar Capital, LLC

109K
Shares

$3.59 Million
0.38% of portfolio
Opes Wealth Management LLC Menlo Park, CA

83.5K
Shares

$2.75 Million
0.65% of portfolio

About WISDOMTREE TR CBOE S&P 500 PUT

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