Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CBOE S&P 500 PUT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
58.3K+ 19.07% |
$1.74M - $1.83M
|
364K
$12.4M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25.5K+ 12.11% |
$761K - $802K
|
236K
$8.05M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.2K+ 80.14% |
$573K - $603K
|
43.2K
$1.47M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
18.3K+ 13.23% |
$546K - $575K
|
157K
$5.34M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7KNew |
$526K - $554K
|
17.7K
$601K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
16.9K+ 75.68% |
$503K - $530K
|
39.2K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.4K+ 9.31% |
$370K - $389K
|
146K
$4.96M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.74KNew |
$201K - $211K
|
6.74K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4.65K+ 36.5% |
$139K - $146K
|
17.4K
$592K
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.47K+ 7.06% |
$103K - $109K
|
52.6K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.24K+ 6.25% |
$37K - $38.9K
|
21.1K
$717K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.16K+ 339.07% |
$34.7K - $36.5K
|
1.51K
$51.3K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
458+ 4.91% |
$13.6K - $14.4K
|
9.78K
$333K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
426New |
$12.7K - $13.4K
|
426
$14.5K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10+ 0.0% |
$298 - $314
|
405K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 13.13% |
$387 - $408
|
86
$2.93K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-191Closed |
$5.69K - $6K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-562- 0.93% |
$16.7K - $17.6K
|
59.7K
$2.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-659- 27.4% |
$19.6K - $20.7K
|
1.75K
$59.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.1K- 9.4% |
$32.8K - $34.5K
|
10.6K
$361K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.32K- 3.09% |
$39.2K - $41.3K
|
41.3K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.12K- 43.75% |
$93K - $97.9K
|
4.01K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.49K- 48.19% |
$193K - $204K
|
6.97K
$237K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.7K- 34.72% |
$348K - $366K
|
21.9K
$747K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-14.4K- 48.2% |
$428K - $451K
|
15.4K
$525K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.7K- 85.42% |
$797K - $839K
|
4.57K
$155K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-35.8K- 39.41% |
$1.07M - $1.12M
|
55K
$1.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-43.2K- 41.77% |
$1.29M - $1.36M
|
60.2K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-305K- 99.23% |
$9.1M - $9.58M
|
2.38K
$80.9K
|