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WisdomTree PutWrite Strategy Fund (PUTW) Institutional Ownership

WisdomTree PutWrite Strategy Fund logo
$32.54 +0.18 (+0.57%)
As of 08/8/2025
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Institutional Ownership Changes (13F Filings) for WisdomTree PutWrite Strategy Fund (NYSEARCA:PUTW)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$93.05M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$6.19M
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PUTW Institutional Buying and Selling by Quarter

WisdomTree PutWrite Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Collaborative Wealth Managment Inc.7,093$227K0.1%N/A0.095%
8/8/2025 Cetera Investment Advisers181,006$5.80M0.0%+28.3%2.413%
8/8/2025 Creative Planning27,098$868K0.0%+82.2%0.361%
8/8/2025 Compass Financial Services Inc123,480$3.96M1.9%+4,786.4%1.646%
8/7/2025 CENTRAL TRUST Co104,939$3.36M0.1%+20.7%1.399%
8/4/2025 Kovack Advisors Inc.8,832$283K0.0%+18.0%0.118%
8/4/2025 Arkadios Wealth Advisors20,342$652K0.0%+7.8%0.271%
8/1/2025 Envestnet Asset Management Inc.36,604$1.17M0.0%-46.4%0.488%
7/31/2025 Opes Wealth Management LLC106,731$3.42M0.6%+5.1%1.423%
7/30/2025 Castle Wealth Management LLC251,640$8.06M2.9%+7.1%3.355%
7/25/2025 CWM LLC1,248$40K0.0%N/A0.017%
7/25/2025 Apollon Wealth Management LLC11,221$360K0.0%+51.5%0.150%
7/23/2025 REAP Financial Group LLC2,859$92K0.0%-13.6%0.038%
7/21/2025 Ameritas Advisory Services LLC3,000$96K0.0%N/A0.040%
7/17/2025 HB Wealth Management LLC7,131$229K0.0%-36.5%0.095%
7/10/2025 Trust Point Inc.361,053$11.57M1.1%+26.8%4.814%
7/8/2025 Granite Bay Wealth Management LLC193,765$6.21M2.0%+11.9%2.584%
6/10/2025 Compass Financial Services Inc2,527$79K0.0%N/A0.033%
5/19/2025Jane Street Group LLC25,676$800K0.0%N/A0.327%
5/15/2025Royal Bank of Canada14,092$439K0.0%-20.2%0.180%
5/14/2025WCG Wealth Advisors LLC37,826$1.18M0.1%+68.4%0.482%
5/14/2025Smartleaf Asset Management LLC17,876$555K0.1%+518.1%0.228%
5/13/2025Raymond James Financial Inc.166,883$5.20M0.0%+23.0%2.126%
5/13/2025HighTower Advisors LLC9,164$285K0.0%-123.4%0.117%
5/9/2025Solutions 4 Wealth Ltd154,914$4.82M8.5%+30.0%1.973%
5/9/2025Tidemark LLC14,982$467K0.2%+218.0%0.191%
5/9/2025Atlantic Private Wealth LLC8,793$274K0.2%-11.3%0.112%
5/9/2025Cary Street Partners Financial LLC1,032,167$32.14M1.0%+456.9%13.149%
5/8/2025 Harbour Investments Inc.10,702$333K0.0%+21.0%0.136%
5/8/2025 Arkadios Wealth Advisors18,870$588K0.0%+41.8%0.240%
5/7/2025LPL Financial LLC147,270$4.59M0.0%+9.9%1.876%
5/7/2025 HB Wealth Management LLC11,237$350K0.0%-9.2%0.143%
5/6/2025 Cetera Investment Advisers141,095$4.39M0.0%+149.1%1.894%
5/6/2025 Avantax Advisory Services Inc.13,917$433K0.0%+62.9%0.187%
5/6/2025 Kovack Advisors Inc.7,483$233K0.0%N/A0.100%
5/6/2025 Opes Wealth Management LLC101,591$3.16M0.6%+15.8%1.364%
5/6/2025 AE Wealth Management LLC803$25K0.0%+68.0%0.011%
5/5/2025Private Advisor Group LLC18,801$585K0.0%+16.7%0.252%
5/5/2025Diversify Advisory Services LLC23,181$712K0.0%+15.4%0.311%
5/2/2025 Apollon Wealth Management LLC7,405$231K0.0%N/A0.099%
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4/30/2025Pineridge Advisors LLC13,835$431K0.2%+5.8%0.186%
4/30/2025Synergy Investment Management LLC7,473$233K0.1%N/A0.100%
4/29/2025 Envestnet Asset Management Inc.68,235$2.13M0.0%+2.7%0.916%
4/28/2025 Castle Wealth Management LLC235,067$7.32M2.9%+6.0%3.155%
4/23/2025 Oppenheimer & Co. Inc.14,062$438K0.0%-26.4%0.189%
4/18/2025 CENTRAL TRUST Co86,912$2.71M0.1%+25.4%1.167%
4/17/2025 Trust Point Inc.284,746$8.87M0.8%-19.0%3.822%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.4,425$138K0.0%N/A0.059%
4/10/2025 Granite Bay Wealth Management LLC173,147$5.39M1.9%+5.9%2.324%
2/27/2025 REAP Financial Group LLC4,615$152K0.0%-18.8%0.066%
2/19/2025WCG Wealth Advisors LLC22,458$740K0.0%N/A0.817%
2/17/2025Private Capital Management LLC62,578$2.06M0.2%+28.8%2.276%
2/17/2025Cresset Asset Management LLC34,346$1.13M0.0%-6.9%1.249%
2/17/2025 Cetera Investment Advisers56,642$1.87M0.0%-6.2%2.060%
2/17/2025Cary Street Partners Financial LLC185,334$6.11M0.2%N/A6.739%
2/14/2025Comerica Bank17,768$586K0.0%N/A0.646%
2/13/2025Raymond James Financial Inc.135,695$4.47M0.0%N/A4.934%
2/13/2025 Envestnet Asset Management Inc.66,447$2.19M0.0%+265.8%2.416%
2/13/2025Wells Fargo & Company MN5,975$197K0.0%+597,400.0%0.217%
2/11/2025LPL Financial LLC134,001$4.42M0.0%+25.9%4.873%
2/11/2025 TD Private Client Wealth LLC9,369$309K0.0%N/A0.341%
2/11/2025 Symmetry Partners LLC7,911$261K0.0%N/A0.288%
2/10/2025Tidemark LLC4,712$155K0.1%N/A0.171%
2/6/2025 Avory & Company LLC7,527$248K0.1%N/A0.274%
2/6/2025Raymond James Financial Inc.135,695$4.47M0.0%N/A4.934%
2/6/2025Steward Partners Investment Advisory LLC750$25K0.0%N/A0.027%
2/5/2025Smartleaf Asset Management LLC2,892$96K0.0%+7,315.4%0.105%
2/5/2025 Oppenheimer & Co. Inc.19,111$630K0.0%+59.1%0.695%
2/3/2025Private Advisor Group LLC16,104$531K0.0%+16.9%0.586%
1/31/2025 Klingman & Associates LLC11,935$393K0.0%-11.2%0.434%
1/31/2025Sanctuary Advisors LLC48,813$1.64M0.0%N/A1.775%
1/30/2025 Opes Wealth Management LLC87,694$2.89M0.6%+1.6%3.189%
1/29/2025Avestar Capital LLC118,622$3.91M0.3%-3.4%4.314%
1/29/2025 Castle Wealth Management LLC221,744$7.31M2.9%+8.4%8.063%
1/28/2025Solutions 4 Wealth Ltd119,175$3.93M7.1%+95.1%4.334%
1/24/2025 Trust Point Inc.351,711$11.60M0.8%+53.5%12.789%
1/24/2025 CENTRAL TRUST Co69,323$2.29M0.1%+3.2%2.521%
1/23/2025 White & Co Financial Planning Inc6,600$218K0.2%N/A0.240%
1/17/2025 Park Place Capital Corp784$26K0.0%N/A0.029%
1/16/2025Diversify Advisory Services LLC20,083$657K0.0%N/A0.730%
1/15/2025 HB Wealth Management LLC12,370$408K0.0%-8.9%0.450%
1/15/2025 Arkadios Wealth Advisors13,311$439K0.0%-73.4%0.484%
1/13/2025 Granite Bay Wealth Management LLC163,464$5.39M2.0%+131.8%5.944%
11/15/2024Jane Street Group LLC22,952$760K0.0%-29.2%0.835%
11/13/2024Avestar Capital LLC122,807$4.07M0.4%-9.6%4.466%
11/12/2024Raymond James Trust N.A.44,940$1.49M0.0%+10.5%1.634%
11/6/2024 Oppenheimer & Co. Inc.12,009$397K0.0%+73.2%0.437%
11/5/2024Aptus Capital Advisors LLC950$31K0.0%+90.0%0.035%
11/5/2024 Harbour Investments Inc.8,740$289K0.0%+29.8%0.318%
10/31/2024 Castle Wealth Management LLC204,637$6.77M2.7%+346.8%7.441%
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10/30/2024Cary Street Partners Asset Management LLC108,721$3.60M0.5%+55.8%3.953%
10/29/2024 Opes Wealth Management LLC86,345$2.86M0.5%+3.9%3.140%
10/29/2024 Farther Finance Advisors LLC1,440$48K0.0%N/A0.052%
10/24/2024 Arkadios Wealth Advisors49,982$1.65M0.1%+323.1%1.818%
10/23/2024 CENTRAL TRUST Co67,167$2.22M0.1%+24.3%2.442%
10/22/2024Private Advisor Group LLC13,779$456K0.0%-10.5%0.501%
10/17/2024 Trust Point Inc.229,077$7.58M0.6%-1.6%8.330%
10/3/2024 Granite Bay Wealth Management LLC70,511$2.33M1.3%+196.4%2.564%
8/22/2024 Cetera Investment Advisers45,158$1.51M0.0%+2.2%1.642%
8/21/2024 Granite Bay Wealth Management LLC23,790$794K0.0%+208.0%0.865%
(Data available from 1/1/2016 forward)

PUTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PUTW shares?

During the previous two years, 65 institutional investors and hedge funds held shares of WisdomTree PutWrite Strategy Fund. The most heavily invested institutionals were Cary Street Partners Financial LLC ($32.14M), Trust Point Inc. ($11.57M), Stratos Investment Management LLC ($9.18M), Fundamentum LLC ($8.23M), Castle Wealth Management LLC ($8.06M), Granite Bay Wealth Management LLC ($6.21M), and Cetera Investment Advisers ($5.80M).Learn more on WisdomTree PutWrite Strategy Fund's institutional investors.

Which institutional investors have been buying WisdomTree PutWrite Strategy Fund's stock?

Of the 56 institutional investors that purchased WisdomTree PutWrite Strategy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Granite Bay Wealth Management LLC ($1.10M), Cary Street Partners Financial LLC ($1.03M), Trust Point Inc. ($523.02K), Raymond James Financial Inc. ($302.58K), Castle Wealth Management LLC ($225.49K), Cetera Investment Advisers ($125.34K), and Compass Financial Services Inc ($123.48K).

How much institutional buying is happening at WisdomTree PutWrite Strategy Fund?

Institutional investors have bought a total of 2,898,303 shares in the last 24 months. This purchase volume represents approximately $93.05M in transactions.

Which of WisdomTree PutWrite Strategy Fund's major shareholders have been selling company stock?

Of the 14 institutional investors that sold WisdomTree PutWrite Strategy Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trust Point Inc. ($70.63K), Arkadios Wealth Advisors ($36.67K), Envestnet Asset Management Inc. ($31.63K), Avestar Capital LLC ($17.24K), Jane Street Group LLC ($9.49K), HB Wealth Management LLC ($6.45K), and Oppenheimer & Co. Inc. ($5.05K).

How much institutional selling is happening at WisdomTree PutWrite Strategy Fund?

Institutional investors have sold a total of 192,804 shares in the last 24 months. This volume of shares sold represents approximately $6.19M in transactions.


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This page (NYSEARCA:PUTW) was last updated on 8/10/2025 by MarketBeat.com Staff
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