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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
35,904
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
35,740
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
33,564
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 44.49%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
33,318
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
27,098
shares
|
$834,618
0.0% of portfolio
|
Q2 2025
Added 82.24%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
27,027
shares
|
$832,431
0.02% of portfolio
|
Q3 2025
Added 32.86%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
25,856
shares
|
$796,364
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
24,193
shares
|
$745,144
0.05% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
20,886
shares
|
$643,288
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
20,020
shares
|
$616,616
0.02% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
18,134
shares
|
$558,527
0.0% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
18,013
shares
|
$554,800
0.42% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
16,583
shares
|
$510,756
0.0% of portfolio
|
Q3 2025
Added 1228.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
14,248
shares
|
$438,838
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,443
shares
|
$383,244
0.0% of portfolio
|
Q3 2025
Added 25.99%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
11,935
shares
|
$367,598
0.02% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,221
shares
|
$345,606
0.01% of portfolio
|
Q2 2025
Added 51.53%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
11,149
shares
|
$343,389
0.0% of portfolio
|
Q3 2025
Added 56.35%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
10,860
shares
|
$334,488
0.1% of portfolio
|
Q3 2025
Added 23.16%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
10,403
shares
|
$320,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,291
shares
|
$316,962
0.0% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
10,156
shares
|
$312,804
0.03% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,650
shares
|
$297,220
0.02% of portfolio
|
Q3 2025
Added 221.67%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
9,200
shares
|
$283,360
0.12% of portfolio
|
Q3 2025
Added 29.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,055
shares
|
$278,894
0.0% of portfolio
|
Q3 2024
Reduced 67.69%
|
|