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 69 institutions that hold shares in the stock, with a total of 3.55 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
18,013
shares
|
$553,539
0.42% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
17,768
shares
|
$546,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
17,664
shares
|
$542,814
0.0% of portfolio
|
Q4 2024
Added 210.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
14,982
shares
|
$460,396
0.18% of portfolio
|
Q1 2025
Added 217.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
14,062
shares
|
$432,125
0.01% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,917
shares
|
$427,669
0.0% of portfolio
|
Q1 2025
Added 62.87%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
13,835
shares
|
$425,149
0.17% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,817
shares
|
$424,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
11,935
shares
|
$366,762
0.02% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
11,237
shares
|
$345,313
0.0% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,702
shares
|
$328,872
0.01% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,055
shares
|
$278,260
0.0% of portfolio
|
Q3 2024
Reduced 67.69%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
8,793
shares
|
$270,208
0.22% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,308
shares
|
$255,304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avory & Company, LLC
Miami, FL |
Apr 24, 2025 Q1 2025 |
7,527
shares
|
$231,304
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
7,483
shares
|
$229,952
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
7,473
shares
|
$229,645
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,405
shares
|
$227,555
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
6,448
shares
|
$198,147
0.17% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,386
shares
|
$196,241
0.0% of portfolio
|
Q4 2024
Reduced 91.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,975
shares
|
$183,611
0.0% of portfolio
|
Q4 2024
Added 597400.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
4,615
shares
|
$141,818
0.04% of portfolio
|
Q4 2024
Reduced 18.78%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
4,425
shares
|
$135,980
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,526
shares
|
$108,353
0.0% of portfolio
|
Q2 2020
Reduced 0.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,892
shares
|
$88,871
0.01% of portfolio
|
Q4 2024
Added 7315.38%
|