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 82 institutions that hold shares in the stock, with a total of 4.98 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jan 14, 2026 Q4 2025 |
34,568
shares
|
$1.06 Million
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
28,795
shares
|
$886,886
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
28,240
shares
|
$869,792
0.0% of portfolio
|
Q4 2025
Added 70.29%
|
|
|
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 |
Jan 26, 2026 Q4 2025 |
24,979
shares
|
$769,353
0.3% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
24,234
shares
|
$746,407
0.03% of portfolio
|
Q4 2025
Added 21.05%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
11,822
shares
|
$364,117
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 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%
|
|