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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)
25
Total
Institutional Inflows
(last 12 months)
$13.29M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.16M
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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
9/4/2025Osaic Holdings Inc.37,541$1.20M0.0%+4.0%0.501%
8/18/2025Tactive Advisors LLC8,818$283K0.1%N/A0.118%
8/15/2025Visionary Wealth Advisors34,099$1.09M0.1%+49.9%0.455%
8/15/2025Smartleaf Asset Management LLC18,550$595K0.1%+3.8%0.247%
8/14/2025Jane Street Group LLC31,464$1.01M0.0%+22.5%0.420%
8/14/2025Raymond James Financial Inc.169,661$5.44M0.0%+1.7%2.262%
8/14/2025Diversify Advisory Services LLC22,824$748K0.0%-1.5%0.304%
8/14/2025NewEdge Advisors LLC40,581$1.30M0.0%N/A0.541%
8/14/2025Cary Street Partners Financial LLC1,013,684$32.48M0.9%-1.8%13.516%
8/13/2025Avestar Capital LLC102,818$3.29M0.2%+2.0%1.371%
8/13/2025Cresset Asset Management LLC34,839$1.12M0.0%+1.0%0.465%
8/13/2025WCG Wealth Advisors LLC25,623$821K0.1%-32.3%0.342%
8/13/2025Solutions 4 Wealth Ltd166,383$5.33M8.9%+7.4%2.218%
8/11/2025Pineridge Advisors LLC15,423$494K0.2%+11.5%0.206%
8/8/2025Collaborative Wealth Managment Inc.7,093$227K0.1%N/A0.095%
8/8/2025Cetera Investment Advisers181,006$5.80M0.0%+28.3%2.413%
8/8/2025Creative Planning27,098$868K0.0%+82.2%0.361%
8/8/2025Compass Financial Services Inc123,480$3.96M1.9%+4,786.4%1.646%
8/7/2025CENTRAL TRUST Co104,939$3.36M0.1%+20.7%1.399%
8/4/2025Kovack Advisors Inc.8,832$283K0.0%+18.0%0.118%
8/4/2025Arkadios Wealth Advisors20,342$652K0.0%+7.8%0.271%
8/1/2025Envestnet Asset Management Inc.36,604$1.17M0.0%-46.4%0.488%
7/31/2025Opes Wealth Management LLC106,731$3.42M0.6%+5.1%1.423%
7/30/2025Castle Wealth Management LLC251,640$8.06M2.9%+7.1%3.355%
7/25/2025CWM LLC1,248$40K0.0%N/A0.017%
7/25/2025Apollon Wealth Management LLC11,221$360K0.0%+51.5%0.150%
7/23/2025REAP Financial Group LLC2,859$92K0.0%-13.6%0.038%
7/21/2025Ameritas Advisory Services LLC3,000$96K0.0%N/A0.040%
7/17/2025HB Wealth Management LLC7,131$229K0.0%-36.5%0.095%
7/10/2025Trust Point Inc.361,053$11.57M1.1%+26.8%4.814%
7/8/2025Granite 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%
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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%
5/7/2025HB 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%
4/17/2025Trust Point Inc.284,746$8.87M0.8%-19.0%3.822%
4/10/2025Thurston Springer Miller Herd & Titak Inc.4,425$138K0.0%N/A0.059%
4/10/2025Granite 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%
2/13/2025Envestnet 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%
2/11/2025TD Private Client Wealth LLC9,369$309K0.0%N/A0.341%
2/11/2025Symmetry 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%
1/24/2025Trust Point Inc.351,711$11.60M0.8%+53.5%12.789%
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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%
1/17/2025Park Place Capital Corp784$26K0.0%N/A0.029%
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%
1/13/2025Granite 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%


PUTW Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of WisdomTree PutWrite Strategy Fund. The most heavily invested institutionals were Cary Street Partners Financial LLC ($32.48M), Trust Point Inc. ($11.57M), Castle Wealth Management LLC ($8.06M), Granite Bay Wealth Management LLC ($6.21M), Cetera Investment Advisers ($5.80M), Raymond James Financial Inc. ($5.44M), and Solutions 4 Wealth Ltd ($5.33M).Learn more on WisdomTree PutWrite Strategy Fund's institutional investors.

Of the 54 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 ($1.09M), Cary Street Partners Financial LLC ($1.03M), Raymond James Financial Inc. ($305.36K), Castle Wealth Management LLC ($205.84K), Trust Point Inc. ($198.94K), Cetera Investment Advisers ($125.34K), and Compass Financial Services Inc ($123.48K).

Institutional investors have bought a total of 414,576 shares in the last 24 months. This purchase volume represents approximately $13.29M in transactions.

The following institutional investors have sold WisdomTree PutWrite Strategy Fund stock in the last 24 months: Envestnet Asset Management Inc. ($31.63K), Cary Street Partners Financial LLC ($18.48K), WCG Wealth Advisors LLC ($12.20K), HB Wealth Management LLC ($4.11K), REAP Financial Group LLC ($449.00), and Diversify Advisory Services LLC ($357.00).

Institutional investors have sold a total of 67,229 shares in the last 24 months. This volume of shares sold represents approximately $2.16M in transactions.


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This page (NYSEARCA:PUTW) was last updated on 7/5/2026 by MarketBeat.com Staff.
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