Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
847K+ 456.92% |
$26M - $28.8M
|
1.03M
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 159.95% |
$5.61M - $6.19M
|
296K
$9.13M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.5K+ 149.1% |
$2.6M - $2.87M
|
141K
$4.35M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
35.7K+ 29.99% |
$1.1M - $1.21M
|
155K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
31.2K+ 22.98% |
$959K - $1.06M
|
167K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$790K - $872K
|
25.7K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
24.8K+ 39.66% |
$763K - $843K
|
87.4K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.7KNew |
$699K - $773K
|
22.7K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.6K+ 291.03% |
$571K - $632K
|
25K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
18.4K+ 62.67% |
$567K - $626K
|
47.8K
$1.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.6K+ 25.37% |
$541K - $598K
|
86.9K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.4K+ 68.43% |
$473K - $522K
|
37.8K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15K+ 518.12% |
$461K - $509K
|
17.9K
$551K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13.9K+ 15.85% |
$427K - $472K
|
102K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
13.3K+ 6.01% |
$410K - $453K
|
235K
$7.24M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 9.9% |
$408K - $451K
|
147K
$4.54M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 41.01% |
$323K - $357K
|
36.1K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 217.95% |
$316K - $349K
|
15K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.68K+ 5.92% |
$298K - $329K
|
173K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.17KNew |
$282K - $312K
|
9.17K
$283K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.16KNew |
$282K - $311K
|
9.16K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.48KNew |
$230K - $254K
|
7.48K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7.47KNew |
$230K - $254K
|
7.47K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.41KNew |
$228K - $252K
|
7.41K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.56K+ 41.76% |
$171K - $189K
|
18.9K
$581K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.37K+ 62.87% |
$165K - $183K
|
13.9K
$429K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.43KNew |
$136K - $150K
|
4.43K
$136K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.1K+ 15.43% |
$95.3K - $105K
|
23.2K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.86K+ 34.39% |
$87.9K - $97.1K
|
11.2K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.7K+ 16.75% |
$82.9K - $91.6K
|
18.8K
$579K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.53KNew |
$77.7K - $85.9K
|
2.53K
$77.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.86K+ 21.01% |
$57.1K - $63.1K
|
10.7K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.79K+ 2.69% |
$55K - $60.8K
|
68.2K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.05K+ 7.61% |
$32.3K - $35.7K
|
14.9K
$458K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
760+ 5.81% |
$23.4K - $25.8K
|
13.8K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
578New |
$17.8K - $19.6K
|
578
$17.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
325+ 67.99% |
$9.99K - $11K
|
803
$24.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
185New |
$5.69K - $6.29K
|
185
$5.7K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
153+ 0.45% |
$4.7K - $5.2K
|
34.5K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
89+ 25.07% |
$2.74K - $3.02K
|
444
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18+ 3.07% |
$554 - $612
|
604
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 49.35% |
$1.17K - $1.29K
|
39
$1.2K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-152- 2.3% |
$4.67K - $5.16K
|
6.45K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.12K- 11.25% |
$34.3K - $37.9K
|
8.79K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.13K- 9.16% |
$34.8K - $38.5K
|
11.2K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.31K- 28.32% |
$40.2K - $44.4K
|
3.31K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.57K- 20.22% |
$110K - $121K
|
14.1K
$434K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.05K- 26.42% |
$155K - $172K
|
14.1K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.97K- 99.98% |
$184K - $203K
|
1
$30.8
|