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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350New |
$11K - $11.8K
|
350
$12K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
37+ 3.05% |
$1.16K - $1.24K
|
1.25K
$42.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.68K- 12.94% |
$84K - $89.9K
|
18K
$616K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
30.8K+ 10.63% |
$965K - $1.03M
|
320K
$10.9M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.29K- 24.77% |
$97.2K - $105K
|
9.99K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-161- 13.36% |
$4.76K - $5.15K
|
1.04K
$35.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.2KNew |
$627K - $679K
|
21.2K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$266 - $288
|
9
$308
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
625New |
$18.5K - $20K
|
625
$21.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39New |
$1.15K - $1.25K
|
39
$1.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
PUT |
333New |
$9.84K - $10.7K
|
333
$11.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.82KNew |
$202K - $218K
|
6.82K
$233K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.4KNew |
$70.9K - $76.8K
|
2.4K
$82.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.1K+ 7.4% |
$338K - $364K
|
160K
$5.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$61.2 - $65.9
|
2
$68.4
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-859- 8.78% |
$26.4K - $27.9K
|
8.92K
$305K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
426New |
$12.7K - $13.4K
|
426
$14.6K
|
|
| 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
$70.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.03K+ 92.89% |
$89.9K - $94.3K
|
6.29K
$215K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.09K- 17.54% |
$240K - $252K
|
38K
$1.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-200- 57.14% |
$5.93K - $6.22K
|
150
$5.13K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-324- 30.22% |
$9.61K - $10.1K
|
748
$25.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-212- 2.06% |
$6.29K - $6.6K
|
10.1K
$345K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.98K- 21.38% |
$59K - $66K
|
7.28K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.2KNew |
$35.8K - $40K
|
1.2K
$41K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 1.94% |
$59.6 - $66.6
|
101
$3.45K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
700New |
$20.9K - $23.3K
|
700
$23.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-1.89K- 20.29% |
$56.3K - $62.9K
|
7.42K
$253K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.2KNew |
$35.8K - $40K
|
1.2K
$41K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-166Closed |
$5.19K - $5.92K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-213Closed |
$6.66K - $7.59K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
PUT |
-415KClosed |
$13M - $14.8M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-78- 35.62% |
$2.44K - $2.78K
|
141
$4.82K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-124Closed |
$3.88K - $4.42K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-95- 15.65% |
$2.97K - $3.39K
|
512
$17.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.25K- 8.51% |
$39.1K - $44.6K
|
13.4K
$459K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-1Closed |
$32.8 - $35.3
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25.2KClosed |
$815K - $875K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.92KClosed |
$288K - $310K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9.91KNew |
$320K - $344K
|
9.91K
$339K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-50KClosed |
$1.57M - $1.66M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-344Closed |
$10.8K - $11.4K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-224Closed |
$7.04K - $7.44K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-503Closed |
$15.8K - $16.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.35KClosed |
$130K - $138K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-542Closed |
$16.2K - $17.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.91KClosed |
$297K - $315K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.8KClosed |
$445K - $472K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
356New |
$10.7K - $11.3K
|
356
$12.2K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.9KClosed |
$357K - $379K
|
0
$0
|
|