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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.2KNew |
$1.39M - $1.48M
|
44.2K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
30.8K+ 10.63% |
$965K - $1.03M
|
320K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 181.79% |
$667K - $714K
|
33K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$616K - $660K
|
19.6K
$665K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 124.53% |
$510K - $546K
|
29.3K
$992K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
14.5K+ 42.46% |
$453K - $485K
|
48.5K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.98KNew |
$282K - $302K
|
8.98K
$304K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.45K+ 1.37% |
$140K - $149K
|
329K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.55K+ 11.03% |
$80.1K - $85.8K
|
25.7K
$870K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.38K+ 18.05% |
$74.6K - $79.9K
|
15.6K
$526K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.35K+ 2.89% |
$73.7K - $78.9K
|
83.5K
$2.83M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
922+ 9.43% |
$28.9K - $31K
|
10.7K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
921+ 2.16% |
$28.9K - $30.9K
|
43.5K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
661New |
$20.7K - $22.2K
|
661
$22.4K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350New |
$11K - $11.8K
|
350
$11.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
335+ 2.62% |
$10.5K - $11.2K
|
13.1K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
37+ 3.05% |
$1.16K - $1.24K
|
1.25K
$42.4K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22+ 1.1% |
$690 - $739
|
2.02K
$68.2K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
9New |
$282 - $302
|
9
$305
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 4.11% |
$94.1 - $101
|
76
$2.57K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.2KNew |
$627K - $679K
|
21.2K
$718K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12K+ 56.68% |
$356K - $385K
|
33.3K
$1.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.82KNew |
$202K - $218K
|
6.82K
$231K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.61KNew |
$77.2K - $83.6K
|
2.61K
$88.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.4KNew |
$70.9K - $76.8K
|
2.4K
$81.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
625New |
$18.5K - $20K
|
625
$21.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
PUT |
333New |
$9.84K - $10.7K
|
333
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39New |
$1.15K - $1.25K
|
39
$1.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$266 - $288
|
9
$305
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.1K+ 7.4% |
$338K - $364K
|
160K
$5.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$61.2 - $65.9
|
2
$67.7
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
426New |
$12.7K - $13.4K
|
426
$14.4K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.03K+ 92.89% |
$89.9K - $94.3K
|
6.29K
$213K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65+ 3.25% |
$1.93K - $2.02K
|
2.07K
$69.9K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55New |
$1.63K - $1.71K
|
55
$1.86K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$40.6K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$40.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
700New |
N/A
|
700
$23.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56New |
N/A
|
56
$1.9K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.1KNew |
N/A
|
18.1K
$612K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9.91KNew |
N/A
|
9.91K
$335K
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
356New |
N/A
|
356
$12.1K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
PUT |
338K+ 8.82% |
N/A
|
4.17M
$141M
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
979New |
N/A
|
979
$33.1K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
209New |
N/A
|
209
$7.07K
|
|
|
Oct 22, 2019
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
100New |
N/A
|
100
$3.39K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Institute For Wealth Management, Llc.
|
BUY
|
PUT |
20.8M+ 144529.17% |
N/A
|
20.8M
$705M
|
|
| Q4 2018 | |||||||
|
Feb 01, 2019
Q4 2018
|
Janney Montgomery Scott LLC
|
BUY
|
- |
768+ 2.25% |
N/A
|
34.8K
$1.18M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
34.1KNew |
N/A
|
34.1K
$1.15M
|
|