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 67 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $83.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
351,711
shares
|
$11.5 Million
0.8% of portfolio
|
Q4 2024
Added 53.53%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
221,744
shares
|
$7.27 Million
4.02% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
185,334
shares
|
$6.08 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
163,464
shares
|
$5.36 Million
2.0% of portfolio
|
Q4 2024
Added 131.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
135,695
shares
|
$4.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
134,001
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
Added 25.87%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
119,175
shares
|
$3.91 Million
7.11% of portfolio
|
Q4 2024
Added 95.09%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
118,622
shares
|
$3.89 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
113,979
shares
|
$3.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
108,721
shares
|
$3.56 Million
0.52% of portfolio
|
Q3 2024
Added 55.84%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
87,694
shares
|
$2.87 Million
0.6% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
69,323
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
66,447
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 265.82%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
62,578
shares
|
$2.05 Million
0.25% of portfolio
|
Q4 2024
Added 28.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
56,642
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,411
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
48,813
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
44,940
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
34,346
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
29,402
shares
|
$963,797
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
25,591
shares
|
$838,872
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
22,458
shares
|
$736,173
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
20,083
shares
|
$658,320
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
19,111
shares
|
$626,458
0.01% of portfolio
|
Q4 2024
Added 59.14%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
18,013
shares
|
$590,466
0.42% of portfolio
|
Q1 2024
Reduced 12.94%
|