Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
74.2K+ 20.38% |
$2.28M - $2.41M
|
438K
$15M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.2K+ 443.5% |
$623K - $657K
|
24.8K
$848K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.1K+ 5.96% |
$434K - $458K
|
250K
$8.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
9.07K+ 52.18% |
$279K - $294K
|
26.5K
$904K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8.77K+ 5.6% |
$270K - $285K
|
166K
$5.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.38K+ 14.03% |
$227K - $240K
|
60K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.98K+ 71.42% |
$153K - $162K
|
12K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.84K+ 2.64% |
$118K - $125K
|
149K
$5.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.99K+ 16.96% |
$92.2K - $97.2K
|
20.6K
$706K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.51K+ 37.23% |
$77.2K - $81.4K
|
9.25K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.15K+ 5.49% |
$66.3K - $69.9K
|
41.4K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
682+ 3.24% |
$21K - $22.1K
|
21.8K
$744K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
595+ 14.83% |
$18.3K - $19.3K
|
4.61K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
302+ 12.71% |
$9.3K - $9.8K
|
2.68K
$91.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
244+ 1.11% |
$7.51K - $7.92K
|
22.2K
$758K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
25+ 1.43% |
$770 - $812
|
1.77K
$60.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4+ 0.27% |
$123 - $130
|
1.51K
$51.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$30.8 - $32.5
|
1
$34.2
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-10- -0.0% |
$308 - $325
|
405K
$13.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-286- 0.48% |
$8.81K - $9.28K
|
59.4K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-859- 8.78% |
$26.4K - $27.9K
|
8.92K
$305K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.15K- 10.8% |
$35.3K - $37.2K
|
9.45K
$323K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.33K- 3.09% |
$41K - $43.3K
|
41.9K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18.3K- 30.38% |
$563K - $594K
|
41.9K
$1.43M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.7K- 79.36% |
$606K - $639K
|
5.12K
$175K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-22.2K- 40.46% |
$685K - $722K
|
32.7K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.4K- 61.59% |
$783K - $825K
|
15.9K
$542K
|