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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.79K+ 2.69% |
$55K - $60.8K
|
68.2K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
13.3K+ 6.01% |
$410K - $453K
|
235K
$7.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.05K- 26.42% |
$155K - $172K
|
14.1K
$433K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.6K+ 25.37% |
$541K - $598K
|
86.9K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.43KNew |
$136K - $150K
|
4.43K
$136K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.88K- 19.06% |
$226K - $236K
|
29.2K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
17.8KNew |
$584K - $609K
|
17.8K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
8.6KNew |
$283K - $295K
|
8.6K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
12New |
$394 - $411
|
12
$370
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
108New |
$3.55K - $3.7K
|
108
$3.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
7.91KNew |
$260K - $271K
|
7.91K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.37KNew |
$308K - $321K
|
9.37K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
750New |
$24.6K - $25.7K
|
750
$23.1K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
39.2KNew |
$1.29M - $1.34M
|
39.2K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
7.53KNew |
$247K - $258K
|
7.53K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750New |
$24.6K - $25.7K
|
750
$23.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.5K- 11.16% |
$49.3K - $51.4K
|
11.9K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
48.8KNew |
$1.6M - $1.67M
|
48.8K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
784New |
$25.8K - $26.9K
|
784
$24.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.8KNew |
$744K - $813K
|
23.8K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-253K- 62.32% |
$7.9M - $8.63M
|
153K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450+ 90.0% |
$14.1K - $15.4K
|
950
$29.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.26K+ 10.47% |
$133K - $146K
|
44.9K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450+ 90.0% |
$14.1K - $15.4K
|
950
$29.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
39K+ 55.84% |
$1.22M - $1.33M
|
109K
$3.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
48.9K+ 90.73% |
$1.53M - $1.67M
|
103K
$3.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.4KNew |
$1.67M - $1.83M
|
53.4K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19K- 67.69% |
$593K - $648K
|
9.06K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
15.8KNew |
$495K - $541K
|
15.8K
$488K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.56K- 40.52% |
$208K - $221K
|
9.62K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.1KNew |
$699K - $742K
|
22.1K
$679K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$31.7K - $33.7K
|
1K
$30.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-292- 16.0% |
$9.26K - $9.83K
|
1.53K
$47.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
921+ 2.16% |
$28.9K - $30.9K
|
43.5K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
9New |
$282 - $302
|
9
$277
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350New |
$11K - $11.8K
|
350
$10.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
37+ 3.05% |
$1.16K - $1.24K
|
1.25K
$38.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.68K- 12.94% |
$84K - $89.9K
|
18K
$555K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
30.8K+ 10.63% |
$965K - $1.03M
|
320K
$9.86M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$266 - $288
|
9
$277
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
625New |
$18.5K - $20K
|
625
$19.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
PUT |
333New |
$9.84K - $10.7K
|
333
$10.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.82KNew |
$202K - $218K
|
6.82K
$210K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.4KNew |
$70.9K - $76.8K
|
2.4K
$74K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.1K+ 7.4% |
$338K - $364K
|
160K
$4.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$61.2 - $65.9
|
2
$61.6
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-859- 8.78% |
$26.4K - $27.9K
|
8.92K
$275K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
426New |
$12.7K - $13.4K
|
426
$13.1K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65+ 3.25% |
$1.93K - $2.02K
|
2.07K
$63.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.03K+ 92.89% |
$89.9K - $94.3K
|
6.29K
$194K
|
|