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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
980+ 2.22% |
$31.1K - $33K
|
45.2K
$1.49M
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-888K- 97.39% |
$28.2M - $29.9M
|
23.8K
$784K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.02KNew |
$128K - $135K
|
4.02K
$133K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.97K+ 35.26% |
$284K - $302K
|
34.4K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
500New |
$15.9K - $16.8K
|
500
$16.5K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29KNew |
$919K - $975K
|
29K
$955K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.1KNew |
$699K - $742K
|
22.1K
$727K
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
58.4KNew |
$1.85M - $1.97M
|
58.4K
$1.93M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.56K- 40.52% |
$208K - $221K
|
9.62K
$317K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
376+ 14.61% |
$11.9K - $12.7K
|
2.95K
$97.3K
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
226+ 0.47% |
$7.16K - $7.61K
|
48.7K
$1.61M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.4KNew |
$1.03M - $1.09M
|
32.4K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-840- 3.27% |
$26.6K - $28.3K
|
24.9K
$820K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.47K+ 49.38% |
$205K - $218K
|
19.6K
$645K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2- 0.1% |
$63.4 - $67.3
|
2.01K
$66.4K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.46K- 14.88% |
$46.3K - $49.1K
|
8.35K
$275K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$31.7K - $33.7K
|
1K
$33K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43KNew |
$45.5K - $48.3K
|
1.43K
$47.3K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
26.8K+ 24.59% |
$850K - $903K
|
136K
$4.48M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.93K+ 10.0% |
$61.2K - $65K
|
21.2K
$700K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.94KNew |
$220K - $233K
|
6.94K
$229K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 59.38% |
$551K - $586K
|
46.7K
$1.54M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
496+ 3.33% |
$15.7K - $16.7K
|
15.4K
$508K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.94K- 11.38% |
$220K - $234K
|
54.1K
$1.78M
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-407- 0.49% |
$12.9K - $13.7K
|
83.1K
$2.74M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
500New |
$15.9K - $16.8K
|
500
$16.5K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.8KNew |
$374K - $398K
|
11.8K
$389K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.4K+ 26.28% |
$44.4K - $47.2K
|
6.73K
$222K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.39K- 8.38% |
$44.2K - $46.9K
|
15.2K
$502K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-54K- 57.06% |
$1.71M - $1.82M
|
40.7K
$1.34M
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
679+ 6.35% |
$21.5K - $22.9K
|
11.4K
$375K
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-95.8K- 29.16% |
$3.04M - $3.22M
|
233K
$7.67M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
54.2K+ 348.59% |
$1.72M - $1.82M
|
69.8K
$2.3M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40.8K+ 311.67% |
$1.29M - $1.37M
|
53.9K
$1.78M
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
26.2K+ 133.13% |
$829K - $880K
|
45.8K
$1.51M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.6K+ 196.5% |
$589K - $625K
|
28K
$924K
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-292- 16.0% |
$9.26K - $9.83K
|
1.53K
$50.5K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 181.79% |
$667K - $714K
|
33K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
921+ 2.16% |
$28.9K - $30.9K
|
43.5K
$1.43M
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
9New |
$282 - $302
|
9
$297
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 4.11% |
$94.1 - $101
|
76
$2.51K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.85K- 99.97% |
$121K - $129K
|
1
$33
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.98KNew |
$282K - $302K
|
8.98K
$296K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350New |
$11K - $11.8K
|
350
$11.5K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
37+ 3.05% |
$1.16K - $1.24K
|
1.25K
$41.3K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.68K- 12.94% |
$84K - $89.9K
|
18K
$594K
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
30.8K+ 10.63% |
$965K - $1.03M
|
320K
$10.6M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.2KNew |
$627K - $679K
|
21.2K
$699K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.29K- 24.77% |
$97.2K - $105K
|
9.99K
$329K
|