Latest Institutional Purchases of Wisdomtree Tr Cboe S&P 500 Put (PUTW)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Cboe S&P 500 Put (PUTW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
159K+ 346.84% |
$4.97M - $5.43M
|
205K
$6.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.4K+ 154.88% |
$2.42M - $2.64M
|
127K
$4.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.8K+ 128.02% |
$1.87M - $2.04M
|
106K
$3.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.4KNew |
$1.67M - $1.83M
|
53.4K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
48.9K+ 90.73% |
$1.53M - $1.67M
|
103K
$3.52M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
46.7K+ 196.39% |
$1.46M - $1.6M
|
70.5K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
39K+ 55.84% |
$1.22M - $1.33M
|
109K
$3.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.2K+ 323.15% |
$1.19M - $1.3M
|
50K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.6K+ 109.17% |
$1.17M - $1.28M
|
71.9K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.8KNew |
$744K - $813K
|
23.8K
$814K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
15.8KNew |
$495K - $541K
|
15.8K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 33.77% |
$477K - $521K
|
60.4K
$2.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.1K+ 24.26% |
$410K - $448K
|
67.2K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.92K+ 27.33% |
$248K - $271K
|
36.9K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.79K+ 34.68% |
$212K - $232K
|
26.4K
$901K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.07K+ 73.17% |
$159K - $173K
|
12K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.75K+ 19.1% |
$149K - $162K
|
29.6K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.26K+ 10.47% |
$133K - $146K
|
44.9K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.21K+ 3.85% |
$100K - $110K
|
86.3K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.75K+ 93.15% |
$85.9K - $93.9K
|
5.7K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
2.68K+ 4.58% |
$83.6K - $91.4K
|
61.1K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.01K+ 29.81% |
$62.8K - $68.6K
|
8.74K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.7K+ 14.98% |
$53.3K - $58.2K
|
13.1K
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$45K - $49.2K
|
1.44K
$49.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450+ 90.0% |
$14.1K - $15.4K
|
950
$32.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450+ 90.0% |
$14.1K - $15.4K
|
950
$32.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
355New |
$11.1K - $12.1K
|
355
$12.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.1KNew |
$699K - $742K
|
22.1K
$754K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.02KNew |
$128K - $135K
|
4.02K
$138K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43KNew |
$45.5K - $48.3K
|
1.43K
$49K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$31.7K - $33.7K
|
1K
$34.2K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
30.8K+ 10.63% |
$965K - $1.03M
|
320K
$10.9M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.98KNew |
$282K - $302K
|
8.98K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
921+ 2.16% |
$28.9K - $30.9K
|
43.5K
$1.49M
|
|
|
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
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
9New |
$282 - $302
|
9
$308
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.2KNew |
$627K - $679K
|
21.2K
$725K
|
|
|
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
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
PUT |
333New |
$9.84K - $10.7K
|
333
$11.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39New |
$1.15K - $1.25K
|
39
$1.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$266 - $288
|
9
$308
|
|
| 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
|
|
| 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 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.03K+ 92.89% |
$89.9K - $94.3K
|
6.29K
$215K
|
|
|
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
|
|