WisdomTree PutWrite Strategy Fund (PUTW) Institutional Ownership $32.68 -0.08 (-0.24%) As of 08/29/2025 Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree PutWrite Strategy Fund (NYSEARCA:PUTW)Number ofInstitutional Buyers(last 12 months)52TotalInstitutional Inflows(last 12 months)$95.09MNumber ofInstitutional Sellers(last 12 months)17TotalInstitutional Outflows(last 12 months)$7.18M Get PUTW Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree PutWrite Strategy Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data PUTW Institutional Buying and Selling by Quarter WisdomTree PutWrite Strategy Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/18/2025 Tactive Advisors LLC8,818$283K0.1%N/A0.118% 8/15/2025 Visionary Wealth Advisors34,099$1.09M0.1%+49.9%0.455% 8/15/2025 Smartleaf Asset Management LLC18,550$595K0.1%+3.8%0.247% 8/14/2025 Jane Street Group LLC31,464$1.01M0.0%+22.5%0.420% 8/14/2025 Raymond James Financial Inc.169,661$5.44M0.0%+1.7%2.262% 8/14/2025 Diversify Advisory Services LLC22,824$748K0.0%-1.5%0.304% 8/14/2025 NewEdge Advisors LLC40,581$1.30M0.0%N/A0.541% 8/14/2025 Cary Street Partners Financial LLC1,013,684$32.48M0.9%-1.8%13.516% 8/13/2025 Avestar Capital LLC102,818$3.29M0.2%+2.0%1.371% 8/13/2025 Cresset Asset Management LLC34,839$1.12M0.0%+1.0%0.465% Get the Latest News and Ratings for PUTW and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree PutWrite Strategy Fund and its competitors with MarketBeat's FREE daily newsletter. 8/13/2025 WCG Wealth Advisors LLC25,623$821K0.1%-32.3%0.342% 8/13/2025 Solutions 4 Wealth Ltd166,383$5.33M8.9%+7.4%2.218% 8/11/2025 Pineridge Advisors LLC15,423$494K0.2%+11.5%0.206% 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% 5/19/2025 Jane Street Group LLC25,676$800K0.0%N/A0.327% 5/15/2025 Royal Bank of Canada14,092$439K0.0%-20.2%0.180% 5/14/2025 WCG Wealth Advisors LLC37,826$1.18M0.1%+68.4%0.482% 5/14/2025 Smartleaf Asset Management LLC17,876$555K0.1%+518.1%0.228% 5/13/2025 Raymond James Financial Inc.166,883$5.20M0.0%+23.0%2.126% 5/13/2025 HighTower Advisors LLC9,164$285K0.0%-123.4%0.117% 5/9/2025 Solutions 4 Wealth Ltd154,914$4.82M8.5%+30.0%1.973% 5/9/2025 Tidemark LLC14,982$467K0.2%+218.0%0.191% 5/9/2025 Atlantic Private Wealth LLC8,793$274K0.2%-11.3%0.112% BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis (Ad)With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist Ben Stein—drawing on insights from his own experience and his father’s time advising two U.S. presidents—just released a new report on how to help protect your retirement from the next major crisis.Claim your free copy of “How to Survive the Next Financial Crisis” today5/9/2025 Cary 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% 5/7/2025 LPL 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% 5/5/2025 Private Advisor Group LLC18,801$585K0.0%+16.7%0.252% 5/5/2025 Diversify Advisory Services LLC23,181$712K0.0%+15.4%0.311% 5/2/2025 Apollon Wealth Management LLC7,405$231K0.0%N/A0.099% 4/30/2025 Pineridge Advisors LLC13,835$431K0.2%+5.8%0.186% 4/30/2025 Synergy 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% 2/19/2025 WCG Wealth Advisors LLC22,458$740K0.0%N/A0.817% 2/17/2025 Private Capital Management LLC62,578$2.06M0.2%+28.8%2.276% 2/17/2025 Cresset 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% 2/17/2025 Cary Street Partners Financial LLC185,334$6.11M0.2%N/A6.739% 2/14/2025 Comerica Bank17,768$586K0.0%N/A0.646% 2/13/2025 Raymond 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% 2/13/2025 Wells Fargo & Company MN5,975$197K0.0%+597,400.0%0.217% 2/11/2025 LPL 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% 2/10/2025 Tidemark LLC4,712$155K0.1%N/A0.171% 2/6/2025 Avory & Company LLC7,527$248K0.1%N/A0.274% 2/6/2025 Raymond James Financial Inc.135,695$4.47M0.0%N/A4.934% 2/6/2025 Steward Partners Investment Advisory LLC750$25K0.0%N/A0.027% 2/5/2025 Smartleaf 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% 2/3/2025 Private 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% 1/29/2025 Avestar 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% 1/28/2025 Solutions 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% Buffett to put 90% of his money in this one stock? (Ad)CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accounting firms like Deloitte and KPMG, Joel Litman (who’s also a member of the Global CFA Institute) figured out a unique, less-risky way to grow rich in the stock market. Litman says you don’t need dozens of investments, overpriced advisers, or hedge funds. You just need these 3 stocks, which have helped Litman’s own mom earn 3,400%.Click here to view…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% 1/16/2025 Diversify 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% 11/15/2024 Jane Street Group LLC22,952$760K0.0%-29.2%0.835% 11/13/2024 Avestar 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% (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, 66 institutional investors and hedge funds held shares of WisdomTree PutWrite Strategy Fund. The most heavily invested institutionals were Cary Street Partners Financial LLC ($32.48M), 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 59 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. ($305.36K), 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 2,962,618 shares in the last 24 months. This purchase volume represents approximately $95.09M in transactions. Which of WisdomTree PutWrite Strategy Fund's major shareholders have been selling company stock? Of the 17 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), Cary Street Partners Financial LLC ($18.48K), Avestar Capital LLC ($17.24K), WCG Wealth Advisors LLC ($12.20K), and Jane Street Group LLC ($9.49K). How much institutional selling is happening at WisdomTree PutWrite Strategy Fund? Institutional investors have sold a total of 223,847 shares in the last 24 months. This volume of shares sold represents approximately $7.18M in transactions. Related Companies IDLV Institutional Ownership HUSV Institutional Ownership EELV Institutional Ownership RSMV Institutional Ownership THLV Institutional Ownership HSMV Institutional Ownership PUTD Institutional Ownership HDMV Institutional Ownership This page (NYSEARCA:PUTW) was last updated on 8/31/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...Goldco Precious Metals | SponsoredThis is my Christian duty“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...Paradigm Press | SponsoredEveryone’s watching Nvidia right now. 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