Latest Institutional Transactions on Wisdomtree Tr Cboe S&P 500 Put (PUTW)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Cboe S&P 500 Put (PUTW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.4KNew |
$295K - $326K
|
10.4K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
353+ 5.47% |
$10K - $11K
|
6.8K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
8New |
$227 - $250
|
8
$246
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3KNew |
$85.1K - $93.9K
|
3K
$92.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.11K- 36.54% |
$116K - $129K
|
7.13K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-242- 16.81% |
$6.86K - $7.57K
|
1.2K
$36.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
76.3K+ 26.8% |
$2.16M - $2.39M
|
361K
$11.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
20.6K+ 11.91% |
$585K - $645K
|
194K
$5.97M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.53KNew |
$77.7K - $85.9K
|
2.53K
$77.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.57K- 20.22% |
$110K - $121K
|
14.1K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
24.8K+ 39.66% |
$763K - $843K
|
87.4K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.05K+ 7.61% |
$32.3K - $35.7K
|
14.9K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 159.95% |
$5.61M - $6.19M
|
296K
$9.13M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15K+ 518.12% |
$461K - $509K
|
17.9K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.6K+ 291.03% |
$571K - $632K
|
25K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-17.8K- 15.01% |
$547K - $605K
|
101K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.86K+ 34.39% |
$87.9K - $97.1K
|
11.2K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.7KNew |
$699K - $773K
|
22.7K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.17KNew |
$282K - $312K
|
9.17K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$790K - $872K
|
25.7K
$791K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.31K- 28.32% |
$40.2K - $44.4K
|
3.31K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.4K+ 68.43% |
$473K - $522K
|
37.8K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
18.4K+ 62.67% |
$567K - $626K
|
47.8K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.97K- 99.98% |
$184K - $203K
|
1
$30.8
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.2K+ 22.98% |
$959K - $1.06M
|
167K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
153+ 0.45% |
$4.7K - $5.2K
|
34.5K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
185New |
$5.69K - $6.29K
|
185
$5.7K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
89+ 25.07% |
$2.74K - $3.02K
|
444
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18+ 3.07% |
$554 - $612
|
604
$18.6K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.16KNew |
$282K - $311K
|
9.16K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 49.35% |
$1.17K - $1.29K
|
39
$1.2K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
35.7K+ 29.99% |
$1.1M - $1.21M
|
155K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 217.95% |
$316K - $349K
|
15K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.12K- 11.25% |
$34.3K - $37.9K
|
8.79K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
847K+ 456.92% |
$26M - $28.8M
|
1.03M
$31.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
578New |
$17.8K - $19.6K
|
578
$17.8K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.56K+ 41.76% |
$171K - $189K
|
18.9K
$581K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.86K+ 21.01% |
$57.1K - $63.1K
|
10.7K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 9.9% |
$408K - $451K
|
147K
$4.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.5K+ 149.1% |
$2.6M - $2.87M
|
141K
$4.35M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.37K+ 62.87% |
$165K - $183K
|
13.9K
$429K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.9K+ 15.85% |
$427K - $472K
|
102K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.48KNew |
$230K - $254K
|
7.48K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
325+ 67.99% |
$9.99K - $11K
|
803
$24.7K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.1K+ 15.43% |
$95.3K - $105K
|
23.2K
$714K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.7K+ 16.75% |
$82.9K - $91.6K
|
18.8K
$579K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.41KNew |
$228K - $252K
|
7.41K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
760+ 5.81% |
$23.4K - $25.8K
|
13.8K
$426K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7.47KNew |
$230K - $254K
|
7.47K
$230K
|
|