Institutional Ownership 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). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 2.4 Million shares, which have been reported (via 13F filing form) to have a value of $80.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,164
shares
|
$605,769
0.0% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
18,013
shares
|
$600,733
0.42% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,104
shares
|
$537,068
0.0% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
13,311
shares
|
$443,921
0.03% of portfolio
|
Q4 2024
Reduced 73.37%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
13,075
shares
|
$436,051
0.16% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,370
shares
|
$412,539
0.0% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
11,935
shares
|
$398,032
0.02% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
9,908
shares
|
$330,431
0.25% of portfolio
|
Q4 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,055
shares
|
$301,984
0.0% of portfolio
|
Q3 2024
Reduced 67.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,740
shares
|
$291,479
0.01% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,345
shares
|
$278,305
0.0% of portfolio
|
Q2 2024
Reduced 14.88%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
6,600
shares
|
$220,110
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,698
shares
|
$190,028
0.0% of portfolio
|
Q3 2024
Added 93.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,526
shares
|
$117,592
0.0% of portfolio
|
Q2 2020
Reduced 0.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,892
shares
|
$96,448
0.01% of portfolio
|
Q4 2024
Added 7315.38%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
1,533
shares
|
$51,125
0.02% of portfolio
|
Q2 2024
Reduced 16.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,440
shares
|
$48,024
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
950
shares
|
$31,682
0.0% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
950
shares
|
$31,682
0.0% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
784
shares
|
$26,146
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
661
shares
|
$22,044
0.0% of portfolio
|
Q3 2018
Added 10.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
605
shares
|
$20,176
0.0% of portfolio
|
Q3 2024
Reduced 69.96%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
355
shares
|
$11,839
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
64
shares
|
$2,134
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9
shares
|
$300
0.0% of portfolio
|
Q4 2023
New holding
|