Institutional Ownership Wisdomtree Tr Cboe S&P 500 Put (PUTW)
This table provides information about the institutional ownership of Wisdomtree Tr Cboe S&P 500 Put (PUTW). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 2.08 Million shares, which have been reported (via 13F filing form) to have a value of $70.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
229,077
shares
|
$7.8 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
204,637
shares
|
$6.97 Million
3.58% of portfolio
|
Q3 2024
Added 346.84%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
152,780
shares
|
$5.2 Million
3.56% of portfolio
|
Q3 2024
Reduced 62.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
127,357
shares
|
$4.34 Million
0.0% of portfolio
|
Q3 2024
Added 154.88%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
122,807
shares
|
$4.18 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
108,721
shares
|
$3.7 Million
0.52% of portfolio
|
Q3 2024
Added 55.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
106,463
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Added 128.02%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
102,861
shares
|
$3.5 Million
0.13% of portfolio
|
Q3 2024
Added 90.73%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
86,345
shares
|
$2.94 Million
0.56% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
71,949
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 109.17%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 03, 2024 Q3 2024 |
70,511
shares
|
$2.4 Million
1.31% of portfolio
|
Q3 2024
Added 196.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
67,167
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
61,088
shares
|
$2.08 Million
3.95% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
60,408
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 33.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,411
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
49,982
shares
|
$1.7 Million
0.1% of portfolio
|
Q3 2024
Added 323.15%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
48,589
shares
|
$1.65 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
44,940
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,901
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 27.33%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
29,617
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
26,368
shares
|
$897,566
0.0% of portfolio
|
Q3 2024
Added 34.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
23,805
shares
|
$810,322
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,952
shares
|
$781,286
0.0% of portfolio
|
Q3 2024
Reduced 29.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,164
shares
|
$618,302
0.0% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
18,013
shares
|
$613,162
0.42% of portfolio
|
Q1 2024
Reduced 12.94%
|