Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.2KNew |
$1.39M - $1.48M
|
44.2K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
30.8K+ 10.63% |
$965K - $1.03M
|
320K
$10.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 181.79% |
$667K - $714K
|
33K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 181.79% |
$667K - $714K
|
33K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$616K - $660K
|
19.6K
$671K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 124.53% |
$510K - $546K
|
29.3K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
14.5K+ 42.46% |
$453K - $485K
|
48.5K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.98KNew |
$282K - $302K
|
8.98K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.45K+ 1.37% |
$140K - $149K
|
329K
$11.2M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.72K+ 104.06% |
$85.3K - $91.3K
|
5.33K
$182K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.55K+ 11.03% |
$80.1K - $85.8K
|
25.7K
$879K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.38K+ 18.05% |
$74.6K - $79.9K
|
15.6K
$532K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.35K+ 2.89% |
$73.7K - $78.9K
|
83.5K
$2.86M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
922+ 9.43% |
$28.9K - $31K
|
10.7K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
921+ 2.16% |
$28.9K - $30.9K
|
43.5K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
661New |
$20.7K - $22.2K
|
661
$22.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350New |
$11K - $11.8K
|
350
$12K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
335+ 2.62% |
$10.5K - $11.2K
|
13.1K
$448K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
37+ 3.05% |
$1.16K - $1.24K
|
1.25K
$42.8K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22+ 1.1% |
$690 - $739
|
2.02K
$68.9K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
9New |
$282 - $302
|
9
$308
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 4.11% |
$94.1 - $101
|
76
$2.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-36- 1.93% |
$1.13K - $1.21K
|
1.83K
$62.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-188- 0.2% |
$5.9K - $6.31K
|
94.7K
$3.24M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-376- 12.75% |
$11.8K - $12.6K
|
2.57K
$88K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.08K- 9.95% |
$34K - $36.4K
|
9.8K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77K- 9.87% |
$55.6K - $59.5K
|
16.2K
$553K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.78K- 2.84% |
$55.8K - $59.8K
|
61K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.86K- 10.06% |
$58.3K - $62.4K
|
16.6K
$568K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.68K- 12.94% |
$84K - $89.9K
|
18K
$616K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.05K- 18.86% |
$95.6K - $102K
|
13.1K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.85K- 99.97% |
$121K - $129K
|
1
$34.2
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-5.88K- 43.21% |
$184K - $197K
|
7.72K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 80.07% |
$324K - $347K
|
2.57K
$88K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-11K- 9.16% |
$345K - $369K
|
109K
$3.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.2K- 44.91% |
$381K - $408K
|
14.9K
$510K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17K- 34.02% |
$533K - $571K
|
33K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.5K- 42.06% |
$579K - $620K
|
25.4K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-92.4K- 82.73% |
$2.9M - $3.1M
|
19.3K
$660K
|