Latest Institutional Transactions on Wisdomtree Tr Cboe S&P 500 Put (PUTW)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Cboe S&P 500 Put (PUTW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
17.1K+ 8.36% |
$562K - $586K
|
222K
$7.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3- 0.02% |
$98.6 - $103
|
13.1K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.19K- 3.41% |
$137K - $143K
|
119K
$3.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
58.1K+ 95.09% |
$1.91M - $1.99M
|
119K
$3.99M
|
|
|
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 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
123K+ 53.53% |
$4.03M - $4.2M
|
352K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
6.6KNew |
$217K - $226K
|
6.6K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
784New |
$25.8K - $26.9K
|
784
$26.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
20.1KNew |
$660K - $688K
|
20.1K
$672K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.21K- 8.9% |
$39.7K - $41.4K
|
12.4K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-36.7K- 73.37% |
$1.2M - $1.26M
|
13.3K
$445K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
93K+ 131.83% |
$3.05M - $3.18M
|
163K
$5.47M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.41K- 69.96% |
$44.1K - $48.1K
|
605
$20.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.92K+ 27.33% |
$248K - $271K
|
36.9K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450+ 90.0% |
$14.1K - $15.4K
|
950
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.6K+ 109.17% |
$1.17M - $1.28M
|
71.9K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-253K- 62.32% |
$7.9M - $8.63M
|
153K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.8KNew |
$744K - $813K
|
23.8K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.4K+ 154.88% |
$2.42M - $2.64M
|
127K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.75K+ 93.15% |
$85.9K - $93.9K
|
5.7K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-129- 0.26% |
$4.03K - $4.41K
|
48.6K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.49K- 29.25% |
$297K - $324K
|
23K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.75K+ 19.1% |
$149K - $162K
|
29.6K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.79K+ 34.68% |
$212K - $232K
|
26.4K
$882K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 33.77% |
$477K - $521K
|
60.4K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.26K+ 10.47% |
$133K - $146K
|
44.9K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.8K+ 128.02% |
$1.87M - $2.04M
|
106K
$3.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.07K- 14.45% |
$95.9K - $105K
|
18.2K
$607K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.07K+ 73.17% |
$159K - $173K
|
12K
$402K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450+ 90.0% |
$14.1K - $15.4K
|
950
$31.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.01K+ 29.81% |
$62.8K - $68.6K
|
8.74K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 15.79% |
$375 - $410
|
64
$2.14K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
355New |
$11.1K - $12.1K
|
355
$11.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
48.9K+ 90.73% |
$1.53M - $1.67M
|
103K
$3.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
39K+ 55.84% |
$1.22M - $1.33M
|
109K
$3.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.21K+ 3.85% |
$100K - $110K
|
86.3K
$2.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$45K - $49.2K
|
1.44K
$48.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.63K- 10.55% |
$50.8K - $55.5K
|
13.8K
$461K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.4KNew |
$1.67M - $1.83M
|
53.4K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19K- 67.69% |
$593K - $648K
|
9.06K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
15.8KNew |
$495K - $541K
|
15.8K
$529K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.02KNew |
$128K - $135K
|
4.02K
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.56K- 40.52% |
$208K - $221K
|
9.62K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.1KNew |
$699K - $742K
|
22.1K
$737K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43KNew |
$45.5K - $48.3K
|
1.43K
$48K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$31.7K - $33.7K
|
1K
$33.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.46K- 14.88% |
$46.3K - $49.1K
|
8.35K
$279K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-292- 16.0% |
$9.26K - $9.83K
|
1.53K
$51.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
921+ 2.16% |
$28.9K - $30.9K
|
43.5K
$1.46M
|
|