Latest Institutional Purchases of Wisdomtree Tr Cboe S&P 500 Put (PUTW)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Cboe S&P 500 Put (PUTW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43KNew |
$45.5K - $48.3K
|
1.43K
$46.4K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$31.7K - $33.7K
|
1K
$32.4K
|
|
Q1 2024 | |||||||
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
30.8K+ 10.63% |
$965K - $1.03M
|
320K
$10.4M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.98KNew |
$282K - $302K
|
8.98K
$291K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
921+ 2.16% |
$28.9K - $30.9K
|
43.5K
$1.41M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350New |
$11K - $11.8K
|
350
$11.3K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
37+ 3.05% |
$1.16K - $1.24K
|
1.25K
$40.5K
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
9New |
$282 - $302
|
9
$291
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.2KNew |
$627K - $679K
|
21.2K
$686K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.82KNew |
$202K - $218K
|
6.82K
$221K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.4KNew |
$70.9K - $76.8K
|
2.4K
$77.7K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
625New |
$18.5K - $20K
|
625
$20.2K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
PUT |
333New |
$9.84K - $10.7K
|
333
$10.8K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$266 - $288
|
9
$291
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.1K+ 7.4% |
$338K - $364K
|
160K
$5.19M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$61.2 - $65.9
|
2
$64.7
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
426New |
$12.7K - $13.4K
|
426
$13.8K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.03K+ 92.89% |
$89.9K - $94.3K
|
6.29K
$204K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65+ 3.25% |
$1.93K - $2.02K
|
2.07K
$66.8K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.2KNew |
$35.8K - $40K
|
1.2K
$38.8K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.2KNew |
$35.8K - $40K
|
1.2K
$38.8K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
700New |
$20.9K - $23.3K
|
700
$22.6K
|
|
Q4 2021 | |||||||
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9.91KNew |
$320K - $344K
|
9.91K
$321K
|
|
Q2 2021 | |||||||
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
356New |
$10.7K - $11.3K
|
356
$11.5K
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
PUT |
338K+ 8.82% |
$8.77M - $9.72M
|
4.17M
$135M
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
979New |
$25.4K - $28.1K
|
979
$31.7K
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
209New |
$5.75K - $5.81K
|
209
$6.76K
|
|
Oct 22, 2019
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
100New |
$2.75K - $2.78K
|
100
$3.24K
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Institute For Wealth Management, Llc.
|
BUY
|
PUT |
20.8M+ 144529.17% |
N/A
|
20.8M
$674M
|
|
Q4 2018 | |||||||
Feb 01, 2019
Q4 2018
|
Janney Montgomery Scott LLC
|
BUY
|
- |
768+ 2.25% |
N/A
|
34.8K
$1.13M
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
34.1KNew |
N/A
|
34.1K
$1.1M
|
|
Nov 15, 2018
Q3 2018
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20K+ 32.52% |
N/A
|
81.6K
$2.64M
|
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
825+ 10.17% |
N/A
|
8.94K
$289K
|