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 46 institutions that hold shares in the stock, with a total of 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $61.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2024 Q1 2024 |
405,440
shares
|
$13.6 Million
11.74% of portfolio
|
Q2 2023
Reduced -0.0%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 19, 2024 Q1 2024 |
328,527
shares
|
$11 Million
0.86% of portfolio
|
Q1 2024
Added 1.37%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 16, 2024 Q1 2024 |
320,260
shares
|
$10.8 Million
1.11% of portfolio
|
Q1 2024
Added 10.63%
|
|
|
Avestar Capital, LLC
|
May 10, 2024 Q1 2024 |
109,045
shares
|
$3.67 Million
0.38% of portfolio
|
Q1 2024
Reduced 9.16%
|
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
94,724
shares
|
$3.18 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 02, 2024 Q1 2024 |
83,547
shares
|
$2.81 Million
0.65% of portfolio
|
Q1 2024
Added 2.89%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
60,993
shares
|
$2.05 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.84%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2024 Q1 2024 |
48,492
shares
|
$1.63 Million
0.2% of portfolio
|
Q1 2024
Added 42.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
44,178
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
32,967
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2024
Added 181.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
29,294
shares
|
$984,571
0.0% of portfolio
|
Q1 2024
Added 124.53%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
25,707
shares
|
$864,012
0.0% of portfolio
|
Q1 2024
Added 11.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
25,430
shares
|
$854,702
0.0% of portfolio
|
Q1 2024
Reduced 42.06%
|
|
|
Castle Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
19,644
shares
|
$660,234
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
19,301
shares
|
$648,706
0.0% of portfolio
|
Q1 2024
Reduced 82.73%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
18,013
shares
|
$605,416
0.42% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
16,617
shares
|
$558,497
0.01% of portfolio
|
Q1 2024
Reduced 10.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
16,179
shares
|
$543,776
0.0% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
15,552
shares
|
$522,702
0.08% of portfolio
|
Q1 2024
Added 18.05%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,908
shares
|
$501,057
0.0% of portfolio
|
Q1 2024
Reduced 44.91%
|
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
13,435
shares
|
$451,550
0.03% of portfolio
|
Q2 2022
Reduced 8.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
13,106
shares
|
$440,492
0.0% of portfolio
|
Q1 2024
Reduced 18.86%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
13,100
shares
|
$440,291
0.02% of portfolio
|
Q1 2024
Added 2.62%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
10,695
shares
|
$359,458
0.13% of portfolio
|
Q1 2024
Added 9.43%
|
|
|
Atlantic Private Wealth, LLC
|
May 13, 2024 Q1 2024 |
9,908
shares
|
$333,007
0.28% of portfolio
|
Q4 2021
New holding
|
|