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 80 institutions that hold shares in the stock, with a total of 4.83 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,009,913
shares
|
$31.1 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
493,742
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2025
Added 42.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
279,171
shares
|
$8.6 Million
0.0% of portfolio
|
Q3 2025
Added 54.65%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
262,552
shares
|
$8.09 Million
3.78% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
234,250
shares
|
$7.21 Million
1.93% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
229,753
shares
|
$7.08 Million
0.62% of portfolio
|
Q3 2025
Reduced 36.37%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
186,902
shares
|
$5.76 Million
9.65% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
173,431
shares
|
$5.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
168,031
shares
|
$5.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
135,804
shares
|
$4.18 Million
2.0% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
115,984
shares
|
$3.57 Million
0.08% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
109,931
shares
|
$3.39 Million
0.6% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
108,721
shares
|
$3.35 Million
0.52% of portfolio
|
Q3 2024
Added 55.84%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
101,542
shares
|
$3.13 Million
0.34% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
95,509
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2025
Added 203.55%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
94,553
shares
|
$2.91 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
66,512
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Added 63.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
66,428
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Added 81.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
62,271
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 107.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
57,255
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 52.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,411
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
48,813
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
47,334
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
46,821
shares
|
$1.44 Million
0.48% of portfolio
|
Q3 2025
Added 79.93%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
44,940
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Added 10.47%
|
|