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 1.75 Million shares, which have been reported (via 13F filing form) to have a value of $57.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
15,224
shares
|
$501,935
0.01% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
13,435
shares
|
$442,951
0.03% of portfolio
|
Q2 2022
Reduced 8.51%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
11,812
shares
|
$389,441
0.03% of portfolio
|
Q2 2024
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
11,374
shares
|
$375,000
0.13% of portfolio
|
Q2 2024
Added 6.35%
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
9,908
shares
|
$326,666
0.27% of portfolio
|
Q4 2021
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
9,624
shares
|
$317,303
0.0% of portfolio
|
Q2 2024
Reduced 40.52%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
8,345
shares
|
$275,134
0.0% of portfolio
|
Q2 2024
Reduced 14.88%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
6,935
shares
|
$228,646
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
6,733
shares
|
$221,987
0.01% of portfolio
|
Q2 2024
Added 26.28%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
4,024
shares
|
$132,671
0.0% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,526
shares
|
$116,252
0.0% of portfolio
|
Q2 2020
Reduced 0.77%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,950
shares
|
$97,261
0.0% of portfolio
|
Q2 2024
Added 14.61%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,014
shares
|
$66,401
0.0% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
1,533
shares
|
$50,543
0.02% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,434
shares
|
$47,278
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
1,000
shares
|
$32,970
0.0% of portfolio
|
Q2 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
661
shares
|
$21,793
0.0% of portfolio
|
Q3 2018
Added 10.17%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
500
shares
|
$16,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
500
shares
|
$16,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
76
shares
|
$2,505
0.0% of portfolio
|
Q1 2024
Added 4.11%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
39
shares
|
$1,285
0.0% of portfolio
|
Q4 2023
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
9
shares
|
$296
0.0% of portfolio
|
Q4 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
2
shares
|
$65
0.0% of portfolio
|
Q3 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$32
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|