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WisdomTree PutWrite Strategy Fund (PUTW) Institutional Ownership

WisdomTree PutWrite Strategy Fund logo
$31.50 -0.04 (-0.13%)
As of 05/23/2025
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Institutional Ownership Changes (13F Filings) for WisdomTree PutWrite Strategy Fund (NYSEARCA:PUTW)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$113.59M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.89M
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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
5/19/2025 Jane Street Group LLC25,676$800K0.0%N/A0.327%
5/15/2025 Royal Bank of Canada14,092$439K0.0%-20.2%0.180%
5/14/2025 WCG Wealth Advisors LLC37,826$1.18M0.1%+68.4%0.482%
5/14/2025 Smartleaf Asset Management LLC17,876$555K0.1%+518.1%0.228%
5/13/2025 Raymond James Financial Inc.166,883$5.20M0.0%+23.0%2.126%
5/13/2025 HighTower Advisors LLC9,164$285K0.0%-123.4%0.117%
5/9/2025 Solutions 4 Wealth Ltd154,914$4.82M8.5%+30.0%1.973%
5/9/2025 Tidemark LLC14,982$467K0.2%+218.0%0.191%
5/9/2025 Atlantic Private Wealth LLC8,793$274K0.2%-11.3%0.112%
5/9/2025 Cary Street Partners Financial LLC1,032,167$32.14M1.0%+456.9%13.149%
5/8/2025 Harbour Investments Inc.10,702$333K0.0%+21.0%0.136%
5/8/2025 Arkadios Wealth Advisors18,870$588K0.0%+41.8%0.240%
5/7/2025 LPL Financial LLC147,270$4.59M0.0%+9.9%1.876%
5/7/2025 HB Wealth Management LLC11,237$350K0.0%-9.2%0.143%
5/6/2025 Cetera Investment Advisers141,095$4.39M0.0%+149.1%1.894%
5/6/2025 Avantax Advisory Services Inc.13,917$433K0.0%+62.9%0.187%
5/6/2025 Kovack Advisors Inc.7,483$233K0.0%N/A0.100%
5/6/2025 Opes Wealth Management LLC101,591$3.16M0.6%+15.8%1.364%
5/6/2025 AE Wealth Management LLC803$25K0.0%+68.0%0.011%
5/5/2025 Private Advisor Group LLC18,801$585K0.0%+16.7%0.252%
5/5/2025 Diversify Advisory Services LLC23,181$712K0.0%+15.4%0.311%
5/2/2025 Apollon Wealth Management LLC7,405$231K0.0%N/A0.099%
4/30/2025 Pineridge Advisors LLC13,835$431K0.2%+5.8%0.186%
4/30/2025 Synergy Investment Management LLC7,473$233K0.1%N/A0.100%
4/29/2025 Envestnet Asset Management Inc.68,235$2.13M0.0%+2.7%0.916%
4/28/2025 Castle Wealth Management LLC235,067$7.32M2.9%+6.0%3.155%
4/23/2025 Oppenheimer & Co. Inc.14,062$438K0.0%-26.4%0.189%
4/18/2025 CENTRAL 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%
2/27/2025 REAP Financial Group LLC4,615$152K0.0%-18.8%0.066%
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%
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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%
1/31/2025Sanctuary 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%
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%
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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%
(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, 61 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), Stratos Investment Management LLC ($9.18M), Trust Point Inc. ($8.87M), Fundamentum LLC ($8.23M), Castle Wealth Management LLC ($7.32M), Granite Bay Wealth Management LLC ($5.39M), and Raymond James Financial Inc. ($5.20M).Learn more on PUTW's institutional investors.

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

Of the 52 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 ($1.08M), Cary Street Partners Financial LLC ($1.03M), Trust Point Inc. ($446.71K), 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 4,291,123 shares in the last 24 months. This purchase volume represents approximately $138.60M in transactions.

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

Of the 24 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), Trust Point Inc. ($70.63K), Raymond James Trust N.A. ($54.05K), HB Wealth Management LLC ($42.12K), Arkadios Wealth Advisors ($36.67K), and CENTRAL TRUST Co ($20.07K).

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

Institutional investors have sold a total of 900,621 shares in the last 24 months. This volume of shares sold represents approximately $28.34M in transactions.


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This page (NYSEARCA:PUTW) was last updated on 5/24/2025 by MarketBeat.com Staff
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