Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
185KNew |
$6.09M - $6.35M
|
185K
$6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
136KNew |
$4.46M - $4.65M
|
136K
$4.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
123K+ 53.53% |
$4.03M - $4.2M
|
352K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
93K+ 131.83% |
$3.05M - $3.18M
|
163K
$5.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
58.1K+ 95.09% |
$1.91M - $1.99M
|
119K
$3.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
48.8KNew |
$1.6M - $1.67M
|
48.8K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.3K+ 265.82% |
$1.59M - $1.65M
|
66.4K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.5K+ 25.87% |
$905K - $943K
|
134K
$4.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22.5KNew |
$738K - $769K
|
22.5K
$727K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
20.1KNew |
$660K - $688K
|
20.1K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
17.8KNew |
$584K - $609K
|
17.8K
$575K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
17.1K+ 8.36% |
$562K - $586K
|
222K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
14K+ 28.79% |
$460K - $479K
|
62.6K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.8KNew |
$454K - $473K
|
13.8K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12K+ 210.0% |
$393K - $410K
|
17.7K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.37KNew |
$308K - $321K
|
9.37K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.31KNew |
$273K - $285K
|
8.31K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
7.91KNew |
$260K - $271K
|
7.91K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
7.53KNew |
$247K - $258K
|
7.53K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.1K+ 59.14% |
$233K - $243K
|
19.1K
$618K
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
6.6KNew |
$217K - $226K
|
6.6K
$214K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.97K+ 597400.0% |
$196K - $205K
|
5.98K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.71KNew |
$155K - $161K
|
4.71K
$152K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.85K+ 7315.38% |
$93.7K - $97.7K
|
2.89K
$93.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 16.87% |
$76.4K - $79.7K
|
16.1K
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.16K+ 3.21% |
$70.8K - $73.9K
|
69.3K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.35K+ 1.56% |
$44.3K - $46.2K
|
87.7K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
784New |
$25.8K - $26.9K
|
784
$25.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
750New |
$24.6K - $25.7K
|
750
$24.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750New |
$24.6K - $25.7K
|
750
$24.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
478New |
$15.7K - $16.4K
|
478
$15.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
200+ 2.4% |
$6.57K - $6.85K
|
8.55K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
108New |
$3.55K - $3.7K
|
108
$3.49K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
104+ 1.19% |
$3.42K - $3.56K
|
8.84K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 20.31% |
$427 - $445
|
77
$2.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
12New |
$394 - $411
|
12
$388
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3- 0.02% |
$98.6 - $103
|
13.1K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19- 3.14% |
$624 - $651
|
586
$19K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-215- 0.73% |
$7.06K - $7.37K
|
29.4K
$951K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-777- 2.95% |
$25.5K - $26.6K
|
25.6K
$828K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.07K- 18.78% |
$35.1K - $36.6K
|
4.62K
$149K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.21K- 8.9% |
$39.7K - $41.4K
|
12.4K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.5K- 11.16% |
$49.3K - $51.4K
|
11.9K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.56K- 6.92% |
$83.9K - $87.5K
|
34.3K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.77K- 6.23% |
$124K - $129K
|
56.6K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.19K- 3.41% |
$137K - $143K
|
119K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.4K- 10.5% |
$439K - $458K
|
114K
$3.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-36.7K- 73.37% |
$1.2M - $1.26M
|
13.3K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-65.6K- 91.12% |
$2.15M - $2.25M
|
6.39K
$207K
|