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WisdomTree PutWrite Strategy Fund (PUTW) Institutional Ownership

WisdomTree PutWrite Strategy Fund logo
$33.38 -0.52 (-1.53%)
Closing price 02/21/2025 04:10 PM Eastern
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$33.62 +0.23 (+0.70%)
As of 02/21/2025 06:45 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)
35
Total
Institutional Inflows
(last 12 months)
$76.43M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.28M
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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
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%
1/31/2025 Sanctuary 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%
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%
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%
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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%
10/22/2024 Private 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%
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%
7/25/2024Raymond James Trust N.A.40,679$1.36M0.0%-57.1%1.479%
7/25/2024 Pineridge 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%
5/17/2024 Pineridge 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%
3/1/2024 Pineridge 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%
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%
2/5/2024Cary 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%
1/24/2024 Stratos 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%
1/23/2024 Trust 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%
11/13/2023 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%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a traditional dividend, there's a way to collect up to $7,013 per month from Tesla… starting as early as next month. This backdoor strategy is changing the game for smart investors. Want to see how it works?

Click here to uncover Tesla's hidden income secret.
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%
10/24/2023 Fundamentum 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%
(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, 55 institutional investors and hedge funds held shares of WisdomTree PutWrite Strategy Fund. The most heavily invested institutionals were Trust Point Inc. ($11.60M), Stratos Investment Management LLC ($9.18M), Fundamentum LLC ($8.23M), Castle Wealth Management LLC ($7.31M), Cary Street Partners Financial LLC ($6.11M), Granite Bay Wealth Management LLC ($5.39M), and Sei Investments Co. ($4.84M).Learn more on PUTW's institutional investors.

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

Of the 47 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. ($446.71K), Raymond James Financial Inc. ($271.39K), Castle Wealth Management LLC ($195.59K), Cary Street Partners Financial LLC ($185.33K), AE Wealth Management LLC ($132.52K), and Avestar Capital LLC ($120.04K).

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

Institutional investors have bought a total of 3,207,070 shares in the last 24 months. This purchase volume represents approximately $104.83M in transactions.

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

Of the 22 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 ($425.11K), Global Wealth Strategies & Associates ($178.80K), HB Wealth Management LLC ($76.74K), CENTRAL TRUST Co ($63.27K), OLD Mission Capital LLC ($60.86K), Raymond James Trust N.A. ($54.61K), and Arkadios Wealth Advisors ($36.67K).

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

Institutional investors have sold a total of 975,514 shares in the last 24 months. This volume of shares sold represents approximately $30.60M in transactions.


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This page (NYSEARCA:PUTW) was last updated on 2/22/2025 by MarketBeat.com Staff
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