Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
904K+ 11706.36% |
$28.7M - $30.4M
|
912K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
58.4KNew |
$1.85M - $1.97M
|
58.4K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
54.2K+ 348.59% |
$1.72M - $1.82M
|
69.8K
$2.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40.8K+ 311.67% |
$1.29M - $1.37M
|
53.9K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.4KNew |
$1.03M - $1.09M
|
32.4K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29KNew |
$919K - $975K
|
29K
$991K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
26.8K+ 24.59% |
$850K - $903K
|
136K
$4.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
26.2K+ 133.13% |
$829K - $880K
|
45.8K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.1KNew |
$699K - $742K
|
22.1K
$754K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.6K+ 196.5% |
$589K - $625K
|
28K
$958K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 59.38% |
$551K - $586K
|
46.7K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 51.57% |
$539K - $572K
|
50K
$1.71M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 51.57% |
$539K - $572K
|
50K
$1.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.8KNew |
$374K - $398K
|
11.8K
$404K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.97K+ 35.26% |
$284K - $302K
|
34.4K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.94KNew |
$220K - $233K
|
6.94K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.47K+ 49.38% |
$205K - $218K
|
19.6K
$669K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.02KNew |
$128K - $135K
|
4.02K
$138K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.93K+ 10.0% |
$61.2K - $65K
|
21.2K
$726K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43KNew |
$45.5K - $48.3K
|
1.43K
$49K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.4K+ 26.28% |
$44.4K - $47.2K
|
6.73K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$31.7K - $33.7K
|
1K
$34.2K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
980+ 2.22% |
$31.1K - $33K
|
45.2K
$1.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
679+ 6.35% |
$21.5K - $22.9K
|
11.4K
$389K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
500New |
$15.9K - $16.8K
|
500
$17.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
500New |
$15.9K - $16.8K
|
500
$17.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
496+ 3.33% |
$15.7K - $16.7K
|
15.4K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
376+ 14.61% |
$11.9K - $12.7K
|
2.95K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
226+ 0.47% |
$7.16K - $7.61K
|
48.7K
$1.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2- 0.1% |
$63.4 - $67.3
|
2.01K
$68.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-292- 16.0% |
$9.26K - $9.83K
|
1.53K
$52.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-407- 0.49% |
$12.9K - $13.7K
|
83.1K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-840- 3.27% |
$26.6K - $28.3K
|
24.9K
$850K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.39K- 8.38% |
$44.2K - $46.9K
|
15.2K
$520K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.46K- 14.88% |
$46.3K - $49.1K
|
8.35K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.56K- 40.52% |
$208K - $221K
|
9.62K
$329K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.94K- 11.38% |
$220K - $234K
|
54.1K
$1.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-54K- 57.06% |
$1.71M - $1.82M
|
40.7K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-95.8K- 29.16% |
$3.04M - $3.22M
|
233K
$7.96M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-888K- 97.39% |
$28.2M - $29.9M
|
23.8K
$813K
|