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WisdomTree PutWrite Strategy Fund (PUTW) Institutional Ownership

WisdomTree PutWrite Strategy Fund logo
$33.63 +0.35 (+1.05%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree PutWrite Strategy Fund (NYSEARCA:PUTW)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$58.48M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$9.33M
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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
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%
11/12/2024 Raymond 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%
11/5/2024 Aptus 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%
10/30/2024 Cary 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%
10/22/2024 Private Advisor Group LLC13,779$456K0.0%-10.5%0.501%
10/17/2024Trust 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%
8/16/2024 Northwestern Mutual Wealth Management Co.4,024$134K0.0%N/A0.146%
8/6/2024 Opes Wealth Management LLC83,140$2.77M0.6%-0.5%3.023%
8/5/2024 Private Advisor Group LLC15,404$514K0.0%+3.3%0.560%
7/29/2024 Arkadios Wealth Advisors11,812$394K0.0%N/A0.430%
7/27/2024 HB Wealth Management LLC15,224$508K0.0%-8.4%0.554%
7/26/2024 Harbour Investments Inc.6,733$225K0.0%+26.3%0.245%
7/25/2024 Raymond James Trust N.A.40,679$1.36M0.0%-57.1%1.479%
7/25/2024Pineridge Advisors LLC11,374$379K0.1%+6.3%0.414%
7/18/2024 Private Capital Management LLC48,492$1.62M0.3%+42.5%1.763%
7/15/2024 Granite Bay Wealth Management LLC911,805$30.12M0.3%+11,706.4%33.157%
5/17/2024Pineridge Advisors LLC10,695$356K0.1%+9.4%0.389%
5/8/2024 Avantax Advisory Services Inc.9,804$326K0.0%-9.9%0.327%
4/30/2024 Private Advisor Group LLC14,908$496K0.0%-44.9%0.497%
4/30/2024 HB Wealth Management LLC16,617$553K0.0%-10.1%0.554%
4/30/2024 Granite Bay Wealth Management LLC7,723$257K0.1%-43.2%0.257%
4/29/2024 Castle Wealth Management LLC19,644$654K0.3%N/A0.655%
4/24/2024 CENTRAL TRUST Co60,993$2.03M0.1%-2.8%2.140%
4/23/2024KLR Investment Advisors LLC18,013$577K0.4%-12.9%0.632%
4/11/2024 Private Capital Management LLC34,040$1.08M0.2%+11.2%1.154%
3/1/2024Pineridge Advisors LLC9,773$310K0.1%N/A0.331%
2/12/2024 Avestar Capital LLC120,040$3.81M0.4%+28.0%4.069%
2/8/2024KLR Investment Advisors LLC20,691$656K0.5%-1.8%0.701%
2/7/2024 Avantax Advisory Services Inc.10,887$345K0.0%N/A0.369%
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2/7/2024 Cary Street Partners Investment Advisory LLC12,765$405K0.0%+97.0%0.433%
2/6/2024 Private Advisor Group LLC27,059$858K0.0%+14.6%0.917%
2/5/2024 Cary Street Partners Asset Management LLC13,174$418K0.1%N/A0.447%
2/5/2024 Cary Street Partners Investment Advisory LLC16,047$554K0.2%+147.6%0.544%
2/2/2024 Truist Financial Corp6,820$216K0.0%N/A0.231%
1/31/2024 Opes Wealth Management LLC81,198$2.57M0.6%+3.7%2.752%
1/30/2024 Macroview Investment Management LLC1,215$39K0.0%-27.1%0.041%
1/29/2024 Granite Bay Wealth Management LLC13,600$431K0.0%N/A0.461%
1/29/2024 ORG Partners LLC2,401$76K0.0%N/A0.081%
1/24/2024Stratos Investment Management LLC289,496$9.18M1.1%+8.0%9.813%
1/24/2024 CENTRAL TRUST Co62,773$1.99M0.1%+33.9%2.128%
1/23/2024Trust Point Inc.324,075$10.27M0.8%N/A10.986%
1/11/2024 Raymond James Trust N.A.94,912$3.01M0.1%+32.7%3.217%
1/2/2024 Global Wealth Strategies & Associates1,861$59K0.0%-99.0%0.063%
11/13/2023 Cary Street Partners Investment Advisory LLC6,481$199K0.0%+40.7%0.220%
11/8/2023KLR Investment Advisors LLC21,078$654K0.6%-3.1%0.715%
11/3/2023 Private Advisor Group LLC23,616$725K0.0%+14.4%0.801%
11/3/2023 Opes Wealth Management LLC78,326$2.41M0.7%+30.6%2.655%
10/26/2023 CENTRAL TRUST Co46,884$1.44M0.0%+11.9%1.589%
10/24/2023Fundamentum LLC268,035$8.23M1.2%+7.0%9.086%
10/20/2023 Global Wealth Strategies & Associates180,662$5.55M2.6%+9.1%6.124%
10/20/2023 Avestar Capital LLC93,805$2.88M0.4%N/A3.180%
10/13/2023 HB Wealth Management LLC18,429$566K0.0%-43.7%0.625%
10/11/2023 AE Wealth Management LLC13,273$408K0.0%-97.0%0.450%
8/15/2023 Private Capital Management LLC26,450$857K0.1%+52.2%0.897%
8/11/2023 Sei Investments Co.149,410$4.84M0.0%+2.6%5.065%
8/10/2023 Cary Street Partners Investment Advisory LLC4,606$149K0.0%+14.8%0.156%
8/10/2023 Private Advisor Group LLC20,649$673K0.0%+17.0%0.700%
8/10/2023Cetera Advisor Networks LLC41,858$1.36M0.0%-3.1%1.419%
8/8/2023KLR Investment Advisors LLC21,760$705K0.6%+3.2%0.738%
8/3/2023 Opes Wealth Management LLC59,985$1.94M0.6%+14.0%2.033%
7/26/2023 CENTRAL TRUST Co41,914$1.36M0.0%-30.4%1.445%
7/25/2023Raymond James & Associates9,452$306K0.0%-10.8%0.326%
7/18/2023Fundamentum LLC250,471$8.12M1.2%+6.0%8.637%
7/13/2023 HB Wealth Management LLC32,720$1.06M0.0%-40.5%1.128%
7/10/2023 AE Wealth Management LLC438,382$14.21M0.1%+20.4%15.117%
7/5/2023 Global Wealth Strategies & Associates165,532$5.36M2.5%+5.6%5.708%
5/15/2023KLR Investment Advisors LLC21,078$654K0.6%N/A0.715%
5/11/2023 Envestnet Asset Management Inc.21,939$681K0.0%-34.7%0.744%
5/10/2023 Private Advisor Group LLC17,655$548K0.0%N/A0.598%
5/3/2023 Raymond James Trust N.A.59,662$1.85M0.1%-0.9%2.022%
5/2/2023 Opes Wealth Management LLC52,605$1.63M0.5%+7.1%1.783%
5/1/2023Truadvice LLC9,780$307K0.1%+4.9%0.332%
5/1/2023Fundamentum LLC236,372$7.34M1.2%+12.1%8.013%
4/19/2023 CENTRAL TRUST Co60,207$1.87M0.1%-41.8%2.041%
4/18/2023 Macroview Investment Management LLC1,746$54K0.1%-27.4%0.059%
4/14/2023 AE Wealth Management LLC364,177$11.30M0.1%+19.1%12.345%
4/14/2023Raymond James & Associates10,597$329K0.0%-9.4%0.359%
4/13/2023 HB Wealth Management LLC54,959$1.71M0.0%-39.4%1.691%
4/3/2023 Global Wealth Strategies & Associates156,761$4.87M2.5%+13.2%4.823%
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3/6/2023 OLD Mission Capital LLC29,789$895K0.0%-67.1%0.917%
2/14/2023 Cary Street Partners Asset Management LLC50,801$1.53M0.3%N/A1.563%
2/13/2023Heritage Wealth Management LLC6,294$189K0.0%+92.9%0.194%
2/10/2023 Good Life Advisors LLC38,045$1.14M0.2%-17.5%1.171%
2/10/2023 Sei Investments Co.133,170$4.00M0.0%+4.8%4.098%
2/7/2023 Envestnet Asset Management Inc.33,610$1.01M0.0%+2.8%1.034%
2/2/2023 Raymond James Trust N.A.60,224$1.81M0.1%-4.4%1.853%
1/31/2023 AE Wealth Management LLC305,858$9.19M0.1%-1.5%9.411%
1/31/2023 Opes Wealth Management LLC49,138$1.48M0.5%-4.3%1.512%
1/26/2023 CENTRAL TRUST Co103,399$3.11M0.1%-64.6%3.182%
(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, 39 institutional investors and hedge funds held shares of WisdomTree PutWrite Strategy Fund. The most heavily invested institutionals were Stratos Investment Management LLC ($9.18M), Fundamentum LLC ($8.23M), Trust Point Inc. ($7.58M), Castle Wealth Management LLC ($6.77M), Fundamentun LLC ($6.33M), Sei Investments Co. ($4.84M), and Avestar Capital LLC ($4.07M).Learn more on PUTW's institutional investors.

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

Of the 33 institutional investors that purchased WisdomTree PutWrite Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Granite Bay Wealth Management LLC ($980.47K), Trust Point Inc. ($324.08K), Global Wealth Strategies & Associates ($180.66K), Castle Wealth Management LLC ($178.49K), AE Wealth Management LLC ($132.52K), Avestar Capital LLC ($120.04K), and Cary Street Partners Asset Management LLC ($102.93K).

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

Institutional investors have bought a total of 2,435,048 shares in the last 24 months. This purchase volume represents approximately $78.69M in transactions.

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

Of the 19 institutional investors that sold WisdomTree PutWrite Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($429.62K), CENTRAL TRUST Co ($251.99K), Global Wealth Strategies & Associates ($178.80K), HB Wealth Management LLC ($75.53K), OLD Mission Capital LLC ($60.86K), Raymond James Trust N.A. ($57.35K), and Private Advisor Group LLC ($13.78K).

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

Institutional investors have sold a total of 1,131,892 shares in the last 24 months. This volume of shares sold represents approximately $35.15M in transactions.


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This page (NYSEARCA:PUTW) was last updated on 12/22/2024 by MarketBeat.com Staff
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