Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
324KNew |
$9.58M - $10.4M
|
324K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
88.7K+ 384.01% |
$2.62M - $2.84M
|
112K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6K+ 206.46% |
$874K - $946K
|
43.9K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
26.2K+ 27.97% |
$775K - $839K
|
120K
$4.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
23.4K+ 32.72% |
$691K - $749K
|
94.9K
$3.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.5K+ 8.01% |
$634K - $687K
|
289K
$9.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.2KNew |
$627K - $679K
|
21.2K
$725K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
15.9K+ 33.89% |
$470K - $508K
|
62.8K
$2.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
13.6KNew |
$402K - $435K
|
13.6K
$465K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.2KNew |
$389K - $421K
|
13.2K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12K+ 56.68% |
$356K - $385K
|
33.3K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.9KNew |
$322K - $348K
|
10.9K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 509.53% |
$319K - $345K
|
12.9K
$441K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9.77KNew |
$289K - $313K
|
9.77K
$334K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.57K+ 147.6% |
$283K - $306K
|
16K
$548K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.82KNew |
$202K - $218K
|
6.82K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.85K+ 385100.0% |
$114K - $123K
|
3.85K
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.44K+ 14.58% |
$102K - $110K
|
27.1K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.43K+ 11.21% |
$101K - $110K
|
34K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.87K+ 3.67% |
$84.9K - $91.9K
|
81.2K
$2.78M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.61KNew |
$77.2K - $83.6K
|
2.61K
$89.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.4KNew |
$70.9K - $76.8K
|
2.4K
$82.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.35K+ 25.11% |
$69.4K - $75.1K
|
11.7K
$400K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.69K+ 11.65% |
$49.8K - $53.9K
|
16.2K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
625New |
$18.5K - $20K
|
625
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
316+ 2.48% |
$9.34K - $10.1K
|
13K
$446K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
46+ 0.25% |
$1.36K - $1.47K
|
18.5K
$631K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39New |
$1.15K - $1.25K
|
39
$1.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$266 - $288
|
9
$308
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 2.82% |
$59.1 - $64
|
73
$2.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16- 0.8% |
$473 - $512
|
1.99K
$68.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-74- 0.17% |
$2.19K - $2.37K
|
42.6K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-161- 13.36% |
$4.76K - $5.15K
|
1.04K
$35.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-387- 1.84% |
$11.4K - $12.4K
|
20.7K
$707K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-451- 27.07% |
$13.3K - $14.4K
|
1.22K
$41.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.16K- 4.75% |
$34.1K - $36.9K
|
23.2K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.77K- 13.36% |
$81.8K - $88.5K
|
18K
$614K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.28K- 20.45% |
$97K - $105K
|
12.8K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.29K- 24.77% |
$97.2K - $105K
|
9.99K
$341K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38.3K- 76.59% |
$1.13M - $1.22M
|
11.7K
$400K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-179K- 98.97% |
$5.28M - $5.72M
|
1.86K
$63.6K
|