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 62 institutions that hold shares in the stock, with a total of 2.6 Million shares, which have been reported (via 13F filing form) to have a value of $87.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
351,711
shares
|
$11.8 Million
0.8% of portfolio
|
Q4 2024
Added 53.53%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
221,744
shares
|
$7.46 Million
4.02% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
163,464
shares
|
$5.5 Million
2.0% of portfolio
|
Q4 2024
Added 131.83%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
152,780
shares
|
$5.14 Million
3.56% of portfolio
|
Q3 2024
Reduced 62.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
135,695
shares
|
$4.56 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
134,001
shares
|
$4.51 Million
0.0% of portfolio
|
Q4 2024
Added 25.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
127,357
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2024
Added 154.88%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
119,175
shares
|
$4.01 Million
7.11% of portfolio
|
Q4 2024
Added 95.09%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
118,622
shares
|
$3.99 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
108,721
shares
|
$3.66 Million
0.52% of portfolio
|
Q3 2024
Added 55.84%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
102,861
shares
|
$3.46 Million
0.13% of portfolio
|
Q3 2024
Added 90.73%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
87,694
shares
|
$2.95 Million
0.6% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
71,949
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Added 109.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
69,323
shares
|
$2.33 Million
0.06% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
66,447
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 265.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
60,408
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 33.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,411
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
48,813
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
48,589
shares
|
$1.63 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
44,940
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,901
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 27.33%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
29,617
shares
|
$996,019
0.0% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
25,591
shares
|
$860,625
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
23,805
shares
|
$800,562
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,952
shares
|
$771,875
0.0% of portfolio
|
Q3 2024
Reduced 29.25%
|