Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
159K+ 346.84% |
$4.97M - $5.43M
|
205K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.4K+ 154.88% |
$2.42M - $2.64M
|
127K
$4.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.8K+ 128.02% |
$1.87M - $2.04M
|
106K
$3.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.4KNew |
$1.67M - $1.83M
|
53.4K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
48.9K+ 90.73% |
$1.53M - $1.67M
|
103K
$3.48M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
46.7K+ 196.39% |
$1.46M - $1.6M
|
70.5K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
39K+ 55.84% |
$1.22M - $1.33M
|
109K
$3.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.2K+ 323.15% |
$1.19M - $1.3M
|
50K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.6K+ 109.17% |
$1.17M - $1.28M
|
71.9K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.8KNew |
$744K - $813K
|
23.8K
$807K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
15.8KNew |
$495K - $541K
|
15.8K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 33.77% |
$477K - $521K
|
60.4K
$2.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.1K+ 24.26% |
$410K - $448K
|
67.2K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.92K+ 27.33% |
$248K - $271K
|
36.9K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.79K+ 34.68% |
$212K - $232K
|
26.4K
$893K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.07K+ 73.17% |
$159K - $173K
|
12K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.75K+ 19.1% |
$149K - $162K
|
29.6K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.26K+ 10.47% |
$133K - $146K
|
44.9K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.21K+ 3.85% |
$100K - $110K
|
86.3K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.75K+ 93.15% |
$85.9K - $93.9K
|
5.7K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
2.68K+ 4.58% |
$83.6K - $91.4K
|
61.1K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.01K+ 29.81% |
$62.8K - $68.6K
|
8.74K
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.7K+ 14.98% |
$53.3K - $58.2K
|
13.1K
$443K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$45K - $49.2K
|
1.44K
$48.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450+ 90.0% |
$14.1K - $15.4K
|
950
$32.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450+ 90.0% |
$14.1K - $15.4K
|
950
$32.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
355New |
$11.1K - $12.1K
|
355
$12K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 15.79% |
$375 - $410
|
64
$2.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-129- 0.26% |
$4.03K - $4.41K
|
48.6K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.41K- 69.96% |
$44.1K - $48.1K
|
605
$20.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.63K- 10.55% |
$50.8K - $55.5K
|
13.8K
$467K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.65K- 10.81% |
$51.5K - $56.2K
|
13.6K
$460K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.07K- 14.45% |
$95.9K - $105K
|
18.2K
$615K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.66K- 1.57% |
$115K - $125K
|
229K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.49K- 29.25% |
$297K - $324K
|
23K
$778K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-13.1K- 9.61% |
$408K - $446K
|
123K
$4.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19K- 67.69% |
$593K - $648K
|
9.06K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-253K- 62.32% |
$7.9M - $8.63M
|
153K
$5.18M
|