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 73 institutions that hold shares in the stock, with a total of 4.2 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,013,684
shares
|
$31.2 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
361,053
shares
|
$11.1 Million
1.09% of portfolio
|
Q2 2025
Added 26.8%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
296,291
shares
|
$9.13 Million
0.0% of portfolio
|
Q1 2025
Added 159.95%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
251,640
shares
|
$7.75 Million
4.03% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
193,765
shares
|
$5.97 Million
1.99% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
181,006
shares
|
$5.57 Million
0.01% of portfolio
|
Q2 2025
Added 28.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
180,522
shares
|
$5.56 Million
0.0% of portfolio
|
Q2 2025
Added 22.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
166,883
shares
|
$5.14 Million
0.0% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
166,383
shares
|
$5.12 Million
8.89% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
123,480
shares
|
$3.8 Million
1.92% of portfolio
|
Q2 2025
Added 4786.43%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
108,721
shares
|
$3.35 Million
0.52% of portfolio
|
Q3 2024
Added 55.84%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
106,731
shares
|
$3.29 Million
0.59% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
104,939
shares
|
$3.23 Million
0.08% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
102,818
shares
|
$3.17 Million
0.23% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
87,399
shares
|
$2.69 Million
0.35% of portfolio
|
Q1 2025
Added 39.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,411
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
48,813
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
47,865
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
44,940
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
40,581
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
36,604
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
34,839
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
34,099
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Added 49.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
30,060
shares
|
$925,848
0.0% of portfolio
|
Q2 2025
Added 20.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
29,209
shares
|
$899,637
0.0% of portfolio
|
Q2 2025
Reduced 19.06%
|