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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
123K+ 53.53% |
$4.03M - $4.2M
|
352K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
93K+ 131.83% |
$3.05M - $3.18M
|
163K
$5.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
58.1K+ 95.09% |
$1.91M - $1.99M
|
119K
$3.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
20.1KNew |
$660K - $688K
|
20.1K
$672K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
17.1K+ 8.36% |
$562K - $586K
|
222K
$7.42M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
6.6KNew |
$217K - $226K
|
6.6K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.16K+ 3.21% |
$70.8K - $73.9K
|
69.3K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
784New |
$25.8K - $26.9K
|
784
$26.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3- 0.02% |
$98.6 - $103
|
13.1K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.21K- 8.9% |
$39.7K - $41.4K
|
12.4K
$414K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.19K- 3.41% |
$137K - $143K
|
119K
$3.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-36.7K- 73.37% |
$1.2M - $1.26M
|
13.3K
$445K
|