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WisdomTree PutWrite Strategy Fund (PUTW) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for WisdomTree PutWrite Strategy Fund (NYSEARCA:PUTW)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$25.02M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$21.45M
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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
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%
4/23/2024 KLR 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%
2/8/2024 KLR 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%
2/5/2024 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%
1/24/2024 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%
1/11/2024 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%
11/8/2023 KLR 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%
10/24/2023 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%
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8/10/2023 Private Advisor Group LLC20,649$673K0.0%+17.0%0.700%
8/10/2023 Cetera Advisor Networks LLC41,858$1.36M0.0%-3.1%1.419%
8/8/2023 KLR 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%
7/25/2023 Raymond James & Associates9,452$306K0.0%-10.8%0.326%
7/18/2023 Fundamentum 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%
5/15/2023 KLR 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%
5/1/2023 Fundamentum 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%
4/14/2023 Raymond 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%
3/6/2023 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%
2/13/2023 Heritage 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%
1/20/2023 HB Wealth Management LLC90,711$2.72M0.0%+39.1%2.708%
1/19/2023 Fundamentun LLC210,837$6.33M1.1%+4.5%6.294%
1/17/2023 Global Wealth Strategies & Associates138,447$4.16M2.4%N/A4.133%
11/15/2022 Stonebridge Capital Advisors LLC1,200$36K0.0%N/A0.039%
11/15/2022 Cary Street Partners Investment Advisory LLC11,831$353K0.0%-52.3%0.376%
11/14/2022 Heritage Wealth Management LLC3,263$97K0.0%-30.9%0.104%
11/14/2022 OLD Mission Capital LLC90,647$2.70M0.1%+101.0%2.878%
11/7/2022Truadvice LLC9,608$293K0.2%-4.1%0.305%
11/2/2022 Rockefeller Capital Management L.P.2,000$59K0.0%N/A0.063%
11/1/2022 Opes Wealth Management LLC51,324$1.53M0.6%+0.6%1.629%
10/25/2022 AE Wealth Management LLC310,372$9.26M0.1%+172.9%9.699%
10/24/2022 Fundamentun LLC201,842$6.02M1.2%+13.0%6.308%
10/21/2022 RHS Financial LLC7,415$221K0.2%-20.3%0.228%
10/21/2022 Great Valley Advisor Group Inc.10,306$307K0.0%+4.0%0.317%
10/19/2022 HB Wealth Management LLC65,191$1.94M0.0%+42.2%2.006%
10/13/2022 Good Life Advisors LLC46,139$1.38M0.2%N/A1.420%
10/4/2022 AdvisorNet Financial Inc1,200$36K0.0%N/A0.040%
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9/6/2022 Fundamentun LLC178,557$5.71M1.1%+8.8%5.952%
8/15/2022 Heritage Wealth Management LLC4,723$151K0.1%N/A0.157%
8/11/2022 Cetera Advisor Networks LLC23,453$749K0.0%+36.5%0.782%
8/5/2022 OLD Mission Capital LLC45,101$1.44M0.0%+137.5%1.503%
8/3/2022 Envestnet Asset Management Inc.15,372$491K0.0%+87.3%0.512%
8/3/2022 AE Wealth Management LLC113,722$3.63M0.0%-0.4%3.791%
7/27/2022 Klingman & Associates LLC13,435$429K0.0%-8.5%0.448%
7/19/2022 Great Valley Advisor Group Inc.9,914$317K0.0%N/A0.325%
7/15/2022 RHS Financial LLC9,303$297K0.2%-36.0%0.305%
5/12/2022 Cetera Advisor Networks LLC17,185$603K0.0%+12.8%0.573%
(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, 37 institutional investors and hedge funds held shares of WisdomTree PutWrite Strategy Fund. The most heavily invested institutionals were Trust Point Inc. ($10.27M), Stratos Investment Management LLC ($9.18M), Fundamentum LLC ($8.23M), Fundamentun LLC ($6.33M), Sei Investments Co. ($4.84M), Avestar Capital LLC ($3.81M), and Raymond James Trust N.A. ($3.01M).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: AE Wealth Management LLC ($329.17K), Trust Point Inc. ($324.08K), Global Wealth Strategies & Associates ($180.66K), Avestar Capital LLC ($120.04K), OLD Mission Capital LLC ($71.66K), Cary Street Partners Asset Management LLC ($63.98K), and Fundamentum LLC ($57.20K).

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

Institutional investors have bought a total of 1,573,574 shares in the last 24 months. This purchase volume represents approximately $48.75M in transactions.

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

Of the 21 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 ($430.12K), CENTRAL TRUST Co ($251.99K), Global Wealth Strategies & Associates ($178.80K), HB Wealth Management LLC ($74.14K), OLD Mission Capital LLC ($60.86K), Cary Street Partners Investment Advisory LLC ($12.99K), and Private Advisor Group LLC ($12.15K).

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

Institutional investors have sold a total of 1,071,956 shares in the last 24 months. This volume of shares sold represents approximately $33.08M in transactions.


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This page (NYSEARCA:PUTW) was last updated on 5/17/2024 by MarketBeat.com Staff

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