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WisdomTree PutWrite Strategy Fund (PUTW) Institutional Ownership

WisdomTree PutWrite Strategy Fund logo
$30.96 +0.16 (+0.52%)
As of 05/2/2025
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Institutional Ownership Changes (13F Filings) for WisdomTree PutWrite Strategy Fund (NYSEARCA:PUTW)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$77.30M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$6.74M
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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
5/2/2025 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%
2/27/2025REAP 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%
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%
2/13/2025 Envestnet 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%
2/6/2025 Avory & 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%
2/5/2025 Oppenheimer & 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%
1/29/2025 Castle 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%
1/24/2025 CENTRAL 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%
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1/16/2025Diversify Advisory Services LLC20,083$657K0.0%N/A0.730%
1/15/2025HB 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%
11/6/2024 Oppenheimer & 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%
10/31/2024 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%
10/29/2024Opes 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%
10/23/2024 CENTRAL 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%
7/27/2024HB 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%
7/25/2024 Pineridge 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%
5/17/2024 Pineridge 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%
4/30/2024HB 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%
4/11/2024Private Capital Management LLC34,040$1.08M0.2%+11.2%1.154%
3/1/2024 Pineridge Advisors LLC9,773$310K0.1%N/A0.331%
2/12/2024Avestar 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%
2/2/2024 Truist Financial Corp6,820$216K0.0%N/A0.231%
1/31/2024Opes Wealth Management LLC81,198$2.57M0.6%+3.7%2.752%
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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%
11/13/2023Cary 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%
(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, 57 institutional investors and hedge funds held shares of WisdomTree PutWrite Strategy Fund. The most heavily invested institutionals were Stratos Investment Management LLC ($9.18M), Trust Point Inc. ($8.87M), Fundamentum LLC ($8.23M), Castle Wealth Management LLC ($7.32M), 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 49 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), Trust Point Inc. ($446.71K), Raymond James Financial Inc. ($271.39K), Castle Wealth Management LLC ($208.92K), Cary Street Partners Financial LLC ($185.33K), Avestar Capital LLC ($120.04K), and AE Wealth Management LLC ($74.21K).

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

Institutional investors have bought a total of 3,163,423 shares in the last 24 months. This purchase volume represents approximately $103.48M in transactions.

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

Of the 23 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 ($40.99K), 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 906,472 shares in the last 24 months. This volume of shares sold represents approximately $28.52M in transactions.


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This page (NYSEARCA:PUTW) was last updated on 5/4/2025 by MarketBeat.com Staff
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