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 $70.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
15,829
shares
|
$535,653
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,779
shares
|
$466,281
0.0% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
13,578
shares
|
$459,479
0.0% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
13,435
shares
|
$454,640
0.03% of portfolio
|
Q2 2022
Reduced 8.51%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
13,078
shares
|
$442,559
0.16% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
12,009
shares
|
$406,384
0.01% of portfolio
|
Q3 2024
Added 73.17%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
9,908
shares
|
$335,286
0.25% of portfolio
|
Q4 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,055
shares
|
$306,421
0.0% of portfolio
|
Q3 2024
Reduced 67.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,740
shares
|
$295,761
0.01% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,345
shares
|
$282,394
0.0% of portfolio
|
Q2 2024
Reduced 14.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,698
shares
|
$192,820
0.0% of portfolio
|
Q3 2024
Added 93.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,526
shares
|
$119,319
0.0% of portfolio
|
Q2 2020
Reduced 0.77%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
1,533
shares
|
$51,876
0.02% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,440
shares
|
$48,729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
950
shares
|
$32,148
0.0% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
950
shares
|
$32,148
0.0% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
661
shares
|
$22,368
0.0% of portfolio
|
Q3 2018
Added 10.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
605
shares
|
$20,473
0.0% of portfolio
|
Q3 2024
Reduced 69.96%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
355
shares
|
$12,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
64
shares
|
$2,165
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
39
shares
|
$1,319
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9
shares
|
$304
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2
shares
|
$67
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$33
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|