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WisdomTree PutWrite Strategy Fund (PUTW) Institutional Ownership

WisdomTree PutWrite Strategy Fund logo
$33.76 +0.23 (+0.69%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree PutWrite Strategy Fund (NYSEARCA:PUTW)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$61.49M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.91M
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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
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%
11/15/2024Jane 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%
11/6/2024Oppenheimer & Co. Inc.12,009$397K0.0%+73.2%0.437%
11/5/2024Aptus Capital Advisors LLC950$31K0.0%+90.0%0.035%
11/5/2024Harbour Investments Inc.8,740$289K0.0%+29.8%0.318%
10/31/2024Castle Wealth Management LLC204,637$6.77M2.7%+346.8%7.441%
10/30/2024Cary Street Partners Asset Management LLC108,721$3.60M0.5%+55.8%3.953%
10/29/2024Opes Wealth Management LLC86,345$2.86M0.5%+3.9%3.140%
10/29/2024Farther Finance Advisors LLC1,440$48K0.0%N/A0.052%
10/24/2024 Arkadios Wealth Advisors49,982$1.65M0.1%+323.1%1.818%
10/23/2024CENTRAL TRUST Co67,167$2.22M0.1%+24.3%2.442%
10/22/2024Private Advisor Group LLC13,779$456K0.0%-10.5%0.501%
10/17/2024Trust 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%
8/22/2024Cetera 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%
8/16/2024Northwestern Mutual Wealth Management Co.4,024$134K0.0%N/A0.146%
8/6/2024Opes Wealth Management LLC83,140$2.77M0.6%-0.5%3.023%
8/5/2024Private 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%
7/26/2024Harbour Investments Inc.6,733$225K0.0%+26.3%0.245%
7/25/2024Raymond 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%
7/18/2024Private 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%
5/8/2024Avantax Advisory Services Inc.9,804$326K0.0%-9.9%0.327%
4/30/2024Private 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%
4/29/2024Castle Wealth Management LLC19,644$654K0.3%N/A0.655%
4/24/2024CENTRAL TRUST Co60,993$2.03M0.1%-2.8%2.140%
4/23/2024KLR Investment Advisors LLC18,013$577K0.4%-12.9%0.632%
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4/11/2024Private Capital Management LLC34,040$1.08M0.2%+11.2%1.154%
3/1/2024Pineridge Advisors LLC9,773$310K0.1%N/A0.331%
2/12/2024Avestar Capital LLC120,040$3.81M0.4%+28.0%4.069%
2/8/2024KLR Investment Advisors LLC20,691$656K0.5%-1.8%0.701%
2/7/2024Avantax Advisory Services Inc.10,887$345K0.0%N/A0.369%
2/7/2024Cary Street Partners Investment Advisory LLC12,765$405K0.0%+97.0%0.433%
2/6/2024Private Advisor Group LLC27,059$858K0.0%+14.6%0.917%
2/5/2024Cary Street Partners Asset Management LLC13,174$418K0.1%N/A0.447%
2/5/2024Cary Street Partners Investment Advisory LLC16,047$554K0.2%+147.6%0.544%
2/2/2024Truist Financial Corp6,820$216K0.0%N/A0.231%
1/31/2024Opes Wealth Management LLC81,198$2.57M0.6%+3.7%2.752%
1/30/2024Macroview 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%
1/24/2024CENTRAL TRUST Co62,773$1.99M0.1%+33.9%2.128%
1/23/2024Trust Point Inc.324,075$10.27M0.8%N/A10.986%
1/11/2024Raymond 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%
11/13/2023Cary 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%
11/3/2023Private Advisor Group LLC23,616$725K0.0%+14.4%0.801%
11/3/2023Opes Wealth Management LLC78,326$2.41M0.7%+30.6%2.655%
10/26/2023CENTRAL 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%
10/20/2023Avestar Capital LLC93,805$2.88M0.4%N/A3.180%
10/13/2023 HB Wealth Management LLC18,429$566K0.0%-43.7%0.625%
10/11/2023AE Wealth Management LLC13,273$408K0.0%-97.0%0.450%
8/15/2023Private Capital Management LLC26,450$857K0.1%+52.2%0.897%
8/11/2023Sei Investments Co.149,410$4.84M0.0%+2.6%5.065%
8/10/2023Cary Street Partners Investment Advisory LLC4,606$149K0.0%+14.8%0.156%
8/10/2023Private 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%
8/3/2023Opes Wealth Management LLC59,985$1.94M0.6%+14.0%2.033%
7/26/2023CENTRAL 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%
7/10/2023AE 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%
5/11/2023Envestnet Asset Management Inc.21,939$681K0.0%-34.7%0.744%
5/10/2023Private Advisor Group LLC17,655$548K0.0%N/A0.598%
5/3/2023Raymond James Trust N.A.59,662$1.85M0.1%-0.9%2.022%
5/2/2023Opes 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%
4/19/2023CENTRAL TRUST Co60,207$1.87M0.1%-41.8%2.041%
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4/18/2023Macroview Investment Management LLC1,746$54K0.1%-27.4%0.059%
4/14/2023AE 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%
3/6/2023OLD Mission Capital LLC29,789$895K0.0%-67.1%0.917%
2/14/2023Cary 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%
2/10/2023Good Life Advisors LLC38,045$1.14M0.2%-17.5%1.171%
2/10/2023Sei Investments Co.133,170$4.00M0.0%+4.8%4.098%
(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, 40 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), Granite Bay Wealth Management LLC ($5.39M), 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 ($1.07M), Trust Point Inc. ($324.08K), Castle Wealth Management LLC ($178.49K), AE Wealth Management LLC ($132.52K), Avestar Capital LLC ($120.04K), Cary Street Partners Asset Management LLC ($102.93K), and Fundamentum LLC ($57.20K).

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

Institutional investors have bought a total of 2,375,906 shares in the last 24 months. This purchase volume represents approximately $77.25M in transactions.

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

Of the 20 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 ($76.74K), OLD Mission Capital LLC ($60.86K), Raymond James Trust N.A. ($57.35K), and Arkadios Wealth Advisors ($36.67K).

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

Institutional investors have sold a total of 1,169,771 shares in the last 24 months. This volume of shares sold represents approximately $36.39M in transactions.


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This page (NYSEARCA:PUTW) was last updated on 1/21/2025 by MarketBeat.com Staff
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