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WisdomTree PutWrite Strategy Fund (PUTW) Institutional Ownership

WisdomTree PutWrite Strategy Fund logo
$32.42 -0.05 (-0.15%)
As of 07/18/2025
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Institutional Ownership Changes (13F Filings) for WisdomTree PutWrite Strategy Fund (NYSEARCA:PUTW)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$86.13M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$7.02M
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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
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%
6/10/2025Compass Financial Services Inc2,527$79K0.0%N/A0.033%
5/19/2025Jane Street Group LLC25,676$800K0.0%N/A0.327%
5/15/2025Royal Bank of Canada14,092$439K0.0%-20.2%0.180%
5/14/2025WCG Wealth Advisors LLC37,826$1.18M0.1%+68.4%0.482%
5/14/2025Smartleaf Asset Management LLC17,876$555K0.1%+518.1%0.228%
5/13/2025Raymond James Financial Inc.166,883$5.20M0.0%+23.0%2.126%
5/13/2025HighTower Advisors LLC9,164$285K0.0%-123.4%0.117%
5/9/2025Solutions 4 Wealth Ltd154,914$4.82M8.5%+30.0%1.973%
5/9/2025Tidemark LLC14,982$467K0.2%+218.0%0.191%
5/9/2025Atlantic Private Wealth LLC8,793$274K0.2%-11.3%0.112%
5/9/2025Cary Street Partners Financial LLC1,032,167$32.14M1.0%+456.9%13.149%
5/8/2025Harbour Investments Inc.10,702$333K0.0%+21.0%0.136%
5/8/2025Arkadios Wealth Advisors18,870$588K0.0%+41.8%0.240%
5/7/2025LPL Financial LLC147,270$4.59M0.0%+9.9%1.876%
5/7/2025 HB Wealth Management LLC11,237$350K0.0%-9.2%0.143%
5/6/2025Cetera Investment Advisers141,095$4.39M0.0%+149.1%1.894%
5/6/2025Avantax Advisory Services Inc.13,917$433K0.0%+62.9%0.187%
5/6/2025Kovack Advisors Inc.7,483$233K0.0%N/A0.100%
5/6/2025Opes Wealth Management LLC101,591$3.16M0.6%+15.8%1.364%
5/6/2025AE Wealth Management LLC803$25K0.0%+68.0%0.011%
5/5/2025Private Advisor Group LLC18,801$585K0.0%+16.7%0.252%
5/5/2025Diversify Advisory Services LLC23,181$712K0.0%+15.4%0.311%
5/2/2025Apollon Wealth Management LLC7,405$231K0.0%N/A0.099%
4/30/2025Pineridge Advisors LLC13,835$431K0.2%+5.8%0.186%
4/30/2025Synergy Investment Management LLC7,473$233K0.1%N/A0.100%
4/29/2025Envestnet Asset Management Inc.68,235$2.13M0.0%+2.7%0.916%
4/28/2025Castle Wealth Management LLC235,067$7.32M2.9%+6.0%3.155%
4/23/2025Oppenheimer & Co. Inc.14,062$438K0.0%-26.4%0.189%
4/18/2025CENTRAL 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%
2/27/2025REAP Financial Group LLC4,615$152K0.0%-18.8%0.066%
2/19/2025WCG Wealth Advisors LLC22,458$740K0.0%N/A0.817%
2/17/2025Private Capital Management LLC62,578$2.06M0.2%+28.8%2.276%
2/17/2025Cresset Asset Management LLC34,346$1.13M0.0%-6.9%1.249%
2/17/2025Cetera Investment Advisers56,642$1.87M0.0%-6.2%2.060%
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2/17/2025Cary Street Partners Financial LLC185,334$6.11M0.2%N/A6.739%
2/14/2025Comerica Bank17,768$586K0.0%N/A0.646%
2/13/2025Raymond James Financial Inc.135,695$4.47M0.0%N/A4.934%
2/13/2025Envestnet Asset Management Inc.66,447$2.19M0.0%+265.8%2.416%
2/13/2025Wells Fargo & Company MN5,975$197K0.0%+597,400.0%0.217%
2/11/2025LPL 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%
2/10/2025Tidemark LLC4,712$155K0.1%N/A0.171%
2/6/2025Avory & Company LLC7,527$248K0.1%N/A0.274%
2/6/2025Raymond James Financial Inc.135,695$4.47M0.0%N/A4.934%
2/6/2025Steward Partners Investment Advisory LLC750$25K0.0%N/A0.027%
2/5/2025Smartleaf Asset Management LLC2,892$96K0.0%+7,315.4%0.105%
2/5/2025Oppenheimer & Co. Inc.19,111$630K0.0%+59.1%0.695%
2/3/2025Private Advisor Group LLC16,104$531K0.0%+16.9%0.586%
1/31/2025Klingman & Associates LLC11,935$393K0.0%-11.2%0.434%
1/31/2025Sanctuary Advisors LLC48,813$1.64M0.0%N/A1.775%
1/30/2025Opes Wealth Management LLC87,694$2.89M0.6%+1.6%3.189%
1/29/2025Avestar Capital LLC118,622$3.91M0.3%-3.4%4.314%
1/29/2025Castle Wealth Management LLC221,744$7.31M2.9%+8.4%8.063%
1/28/2025Solutions 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%
1/24/2025CENTRAL TRUST Co69,323$2.29M0.1%+3.2%2.521%
1/23/2025White & Co Financial Planning Inc6,600$218K0.2%N/A0.240%
1/17/2025 Park Place Capital Corp784$26K0.0%N/A0.029%
1/16/2025Diversify Advisory Services LLC20,083$657K0.0%N/A0.730%
1/15/2025 HB Wealth Management LLC12,370$408K0.0%-8.9%0.450%
1/15/2025Arkadios 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%
10/29/2024 Farther Finance Advisors LLC1,440$48K0.0%N/A0.052%
10/24/2024Arkadios 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%
10/17/2024 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%
8/22/2024Cetera 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%
7/29/2024Arkadios Wealth Advisors11,812$394K0.0%N/A0.430%
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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%
(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, 62 institutional investors and hedge funds held shares of WisdomTree PutWrite Strategy Fund. The most heavily invested institutionals were Cary Street Partners Financial LLC ($32.14M), Trust Point Inc. ($11.57M), Stratos Investment Management LLC ($9.18M), Fundamentum LLC ($8.23M), Castle Wealth Management LLC ($7.32M), Granite Bay Wealth Management LLC ($6.21M), and Raymond James Financial Inc. ($5.20M).Learn more on WisdomTree PutWrite Strategy Fund's institutional investors.

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

Of the 53 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. ($302.58K), Castle Wealth Management LLC ($208.92K), Avestar Capital LLC ($120.04K), and Solutions 4 Wealth Ltd ($93.83K).

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

Institutional investors have bought a total of 2,681,880 shares in the last 24 months. This purchase volume represents approximately $86.13M in transactions.

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

Of the 15 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), Raymond James Trust N.A. ($54.05K), Arkadios Wealth Advisors ($36.67K), Avestar Capital LLC ($17.24K), Jane Street Group LLC ($9.49K), HB Wealth Management LLC ($7.84K), and Oppenheimer & Co. Inc. ($5.05K).

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

Institutional investors have sold a total of 216,569 shares in the last 24 months. This volume of shares sold represents approximately $7.02M in transactions.


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This page (NYSEARCA:PUTW) was last updated on 7/20/2025 by MarketBeat.com Staff
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