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 70 institutions that hold shares in the stock, with a total of 3.98 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
22,747
shares
|
$700,607
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
18,870
shares
|
$581,196
0.02% of portfolio
|
Q1 2025
Added 41.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,801
shares
|
$579,070
0.0% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
18,013
shares
|
$554,800
0.42% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,876
shares
|
$550,580
0.05% of portfolio
|
Q1 2025
Added 518.12%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
14,982
shares
|
$461,445
0.18% of portfolio
|
Q1 2025
Added 217.95%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,869
shares
|
$457,965
0.0% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
14,092
shares
|
$434,033
0.0% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
14,062
shares
|
$433,109
0.01% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,917
shares
|
$428,643
0.0% of portfolio
|
Q1 2025
Added 62.87%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
13,835
shares
|
$426,118
0.17% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
11,935
shares
|
$367,598
0.02% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,165
shares
|
$343,882
0.0% of portfolio
|
Q1 2025
Added 34.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,702
shares
|
$329,621
0.01% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,174
shares
|
$282,559
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
9,164
shares
|
$282,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,055
shares
|
$278,894
0.0% of portfolio
|
Q3 2024
Reduced 67.69%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
8,793
shares
|
$270,824
0.22% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Avory & Company, LLC
Miami, FL |
Apr 24, 2025 Q1 2025 |
7,527
shares
|
$231,831
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
7,483
shares
|
$230,476
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
7,473
shares
|
$230,168
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,405
shares
|
$228,074
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,131
shares
|
$219,634
0.0% of portfolio
|
Q2 2025
Reduced 36.54%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
6,448
shares
|
$198,598
0.17% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,425
shares
|
$136,290
0.02% of portfolio
|
Q1 2025
New holding
|