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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
8,793
shares
|
$270,824
0.19% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
7,850
shares
|
$241,780
0.1% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Avory & Company, LLC
Miami, FL |
Oct 31, 2025 Q3 2025 |
7,527
shares
|
$231,831
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,452
shares
|
$229,521
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
7,174
shares
|
$220,959
0.07% of portfolio
|
Q3 2025
Reduced 53.49%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
6,719
shares
|
$206,945
0.17% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,178
shares
|
$190,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,526
shares
|
$108,600
0.0% of portfolio
|
Q2 2020
Reduced 0.77%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
2,750
shares
|
$84,700
0.02% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
1,400
shares
|
$43,120
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,198
shares
|
$36,898
0.0% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
978
shares
|
$30,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
773
shares
|
$23,808
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
661
shares
|
$20,358
0.0% of portfolio
|
Q3 2018
Added 10.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
661
shares
|
$20,358
0.0% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
594
shares
|
$18,295
0.0% of portfolio
|
Q3 2025
Added 33.78%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
524
shares
|
$16,139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
500
shares
|
$15,400
0.0% of portfolio
|
Q2 2025
Reduced 47.37%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
499
shares
|
$15,369
0.0% of portfolio
|
Q3 2025
Reduced 67.45%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
325
shares
|
$10,010
0.0% of portfolio
|
Q2 2025
Reduced 59.53%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
223
shares
|
$6,868
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
150
shares
|
$4,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
45
shares
|
$1,386
0.0% of portfolio
|
Q3 2025
Reduced 99.76%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
40
shares
|
$1,232
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
12
shares
|
$369
0.0% of portfolio
|
Q4 2024
New holding
|
|