Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
306K+ 18983.62% |
$9.08M - $9.52M
|
308K
$10.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
138KNew |
$4.11M - $4.31M
|
138K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
50.8KNew |
$1.51M - $1.58M
|
50.8K
$1.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
25.5K+ 39.15% |
$757K - $794K
|
90.7K
$3.1M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
19.8KNew |
$588K - $617K
|
19.8K
$678K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9K+ 4.46% |
$267K - $280K
|
211K
$7.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.11K+ 4.81% |
$181K - $190K
|
133K
$4.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
5.17K+ 30.17% |
$153K - $161K
|
22.3K
$763K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.03K+ 92.89% |
$89.9K - $94.3K
|
6.29K
$215K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
919+ 2.81% |
$27.3K - $28.6K
|
33.6K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
190+ 19000.0% |
$5.64K - $5.91K
|
191
$6.53K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
79+ 0.25% |
$2.34K - $2.46K
|
31.3K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67+ 0.32% |
$1.99K - $2.08K
|
20.7K
$708K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65+ 3.25% |
$1.93K - $2.02K
|
2.07K
$70.6K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55New |
$1.63K - $1.71K
|
55
$1.88K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
41+ 1.73% |
$1.22K - $1.28K
|
2.41K
$82.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
23+ 0.18% |
$682 - $716
|
12.7K
$435K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 6.45% |
$178 - $187
|
99
$3.38K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-200- 57.14% |
$5.93K - $6.22K
|
150
$5.13K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-212- 2.06% |
$6.29K - $6.6K
|
10.1K
$345K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-286- 2.98% |
$8.48K - $8.9K
|
9.32K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-319- 1.31% |
$9.46K - $9.92K
|
24K
$820K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-324- 30.22% |
$9.61K - $10.1K
|
748
$25.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.16K- 2.65% |
$34.4K - $36.1K
|
42.6K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.82K- 84.17% |
$54.1K - $56.7K
|
343
$11.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.19K- 4.26% |
$64.8K - $68K
|
49.1K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.74K- 4.36% |
$81.4K - $85.4K
|
60.2K
$2.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.51K- 1.45% |
$134K - $140K
|
306K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.7K- 39.73% |
$139K - $146K
|
7.13K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.09K- 17.54% |
$240K - $252K
|
38K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 49.03% |
$384K - $403K
|
13.5K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-60.9K- 67.14% |
$1.81M - $1.89M
|
29.8K
$1.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-189K- 64.6% |
$5.6M - $5.87M
|
103K
$3.53M
|