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S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
How major US stock indexes fared Thursday, 4/18/2024
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CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
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Closing prices for crude oil, gold and other commodities
IMF's Georgieva says there's 'plenty to worry about' despite recovery for many economies
He Is Giving Away Bitcoin (Ad)
World Bank's Banga wants to make gains in tackling the effects of climate change, poverty and war
Taiwan Semiconductor Earnings: AI Dominance and Future Outlook
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
How major US stock indexes fared Thursday, 4/18/2024
The A.I. story nobody is telling you (Read ASAP) (Ad)
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad)
Closing prices for crude oil, gold and other commodities
IMF's Georgieva says there's 'plenty to worry about' despite recovery for many economies
He Is Giving Away Bitcoin (Ad)
World Bank's Banga wants to make gains in tackling the effects of climate change, poverty and war
Taiwan Semiconductor Earnings: AI Dominance and Future Outlook
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
How major US stock indexes fared Thursday, 4/18/2024
The A.I. story nobody is telling you (Read ASAP) (Ad)
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Shares of Walmart-backed Ibotta soar on public debut
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad)
Closing prices for crude oil, gold and other commodities
IMF's Georgieva says there's 'plenty to worry about' despite recovery for many economies
He Is Giving Away Bitcoin (Ad)
World Bank's Banga wants to make gains in tackling the effects of climate change, poverty and war
Taiwan Semiconductor Earnings: AI Dominance and Future Outlook
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WisdomTree PutWrite Strategy Fund (PUTW) Institutional Ownership

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$31.92
-0.13 (-0.41%)
(As of 04/18/2024 ET)
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Stock AnalysisChartHeadlinesHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$31.84M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$23.37M
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Skip Chart & View Institutional Buying and Selling Data

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
4/11/2024Private Capital Management LLC34,040$1.08M0.2%+11.2%1.154%
3/1/2024Pineridge Advisors LLC9,773$310K0.1%N/A0.331%
2/16/2024Harbour Investments Inc.2,613$83K0.0%N/A0.089%
2/15/2024OLD Mission Capital LLC33,283$1.06M0.0%+56.7%1.128%
2/14/2024Royal Bank of Canada12,916$409K0.0%+509.5%0.438%
2/13/2024Envestnet Asset Management Inc.111,749$3.54M0.0%+384.0%3.788%
2/12/2024Avestar Capital LLC120,040$3.81M0.4%+28.0%4.069%
2/9/2024UBS Group AG23,153$734K0.0%-4.8%0.785%
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%
2/2/2024Truist Financial Corp6,820$216K0.0%N/A0.231%
1/31/2024Opes Wealth Management LLC81,198$2.57M0.6%+3.7%2.752%
1/30/2024Macroview Investment Management LLC1,215$39K0.0%-27.1%0.041%
1/29/2024Granite Bay Wealth Management LLC13,600$431K0.0%N/A0.461%
1/29/2024ORG Partners LLC2,401$76K0.0%N/A0.081%
1/24/2024Stratos Investment Management LLC289,496$9.18M1.1%+8.0%9.813%
1/24/2024CENTRAL TRUST Co62,773$1.99M0.1%+33.9%2.128%
1/23/2024Trust 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%
11/15/2023Sei Investments Co.160,466$4.93M0.0%+7.4%5.440%
11/14/2023Private Capital Management LLC30,608$940K0.2%+15.7%1.038%
11/13/2023Cary Street Partners Investment Advisory LLC6,481$199K0.0%+40.7%0.220%
11/13/2023LPL Financial LLC12,731$391K0.0%+37.7%0.432%
11/13/2023Envestnet Asset Management Inc.23,088$709K0.0%+4.1%0.783%
11/9/2023UBS Group AG24,308$747K0.0%-41.2%0.824%
11/8/2023KLR Investment Advisors LLC21,078$654K0.6%-3.1%0.715%
11/3/2023Private Advisor Group LLC23,616$725K0.0%+14.4%0.801%
11/3/2023Opes Wealth Management LLC78,326$2.41M0.7%+30.6%2.655%
10/26/2023CENTRAL TRUST Co46,884$1.44M0.0%+11.9%1.589%
10/24/2023Fundamentum LLC268,035$8.23M1.2%+7.0%9.086%
10/20/2023 Global Wealth Strategies & Associates180,662$5.55M2.6%+9.1%6.124%
10/20/2023Avestar Capital LLC93,805$2.88M0.4%N/A3.180%
10/13/2023HB Wealth Management LLC18,429$566K0.0%-43.7%0.625%
10/11/2023AE Wealth Management LLC13,273$408K0.0%-97.0%0.450%
8/15/2023Private Capital Management LLC26,450$857K0.1%+52.2%0.897%
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8/11/2023Sei Investments Co.149,410$4.84M0.0%+2.6%5.065%
8/10/2023Cary Street Partners Investment Advisory LLC4,606$149K0.0%+14.8%0.156%
8/10/2023Private Advisor Group LLC20,649$673K0.0%+17.0%0.700%
8/10/2023Cetera Advisor Networks LLC41,858$1.36M0.0%-3.1%1.419%
8/8/2023KLR Investment Advisors LLC21,760$705K0.6%+3.2%0.738%
8/3/2023Opes Wealth Management LLC59,985$1.94M0.6%+14.0%2.033%
7/31/2023LPL Financial LLC9,245$300K0.0%+37.2%0.313%
7/26/2023CENTRAL TRUST Co41,914$1.36M0.0%-30.4%1.445%
7/25/2023Raymond James & Associates9,452$306K0.0%-10.8%0.326%
7/18/2023Fundamentum LLC250,471$8.12M1.2%+6.0%8.637%
7/13/2023HB Wealth Management LLC32,720$1.06M0.0%-40.5%1.128%
7/10/2023AE 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%
5/18/2023JPMorgan Chase & Co.1,506$47K0.0%+339.1%0.051%
5/16/2023Susquehanna International Group LLP41,293$1.28M0.0%-3.1%1.400%
5/15/2023Private Capital Management LLC17,381$540K0.1%+36.5%0.589%
5/15/2023KLR Investment Advisors LLC21,078$654K0.6%N/A0.715%
5/12/2023OLD Mission Capital LLC15,430$479K0.0%-48.2%0.523%
5/12/2023UBS Group AG39,202$1.22M0.0%+75.7%1.329%
5/12/2023Sei Investments Co.145,574$4.52M0.0%+9.3%4.935%
5/11/2023Envestnet Asset Management Inc.21,939$681K0.0%-34.7%0.744%
5/10/2023Private Advisor Group LLC17,655$548K0.0%N/A0.598%
5/3/2023Raymond James Trust N.A.59,662$1.85M0.1%-0.9%2.022%
5/2/2023Opes Wealth Management LLC52,605$1.63M0.5%+7.1%1.783%
5/1/2023Truadvice LLC9,780$307K0.1%+4.9%0.332%
5/1/2023Fundamentum LLC236,372$7.34M1.2%+12.1%8.013%
4/19/2023CENTRAL TRUST Co60,207$1.87M0.1%-41.8%2.041%
4/18/2023Macroview Investment Management LLC1,746$54K0.1%-27.4%0.059%
4/14/2023AE Wealth Management LLC364,177$11.30M0.1%+19.1%12.345%
4/14/2023Raymond James & Associates10,597$329K0.0%-9.4%0.359%
4/13/2023HB 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%
3/6/2023OLD Mission Capital LLC29,789$895K0.0%-67.1%0.917%
2/15/2023Morgan Stanley13,460$404K0.0%-49.0%0.414%
2/14/2023Susquehanna International Group LLP42,610$1.28M0.0%-2.6%1.311%
2/14/2023Cary Street Partners Asset Management LLC50,801$1.53M0.3%N/A1.563%
2/13/2023Heritage Wealth Management LLC6,294$189K0.0%+92.9%0.194%
2/10/2023Good Life Advisors LLC38,045$1.14M0.2%-17.5%1.171%
2/10/2023Sei Investments Co.133,170$4.00M0.0%+4.8%4.098%
2/8/2023UBS Group AG22,314$670K0.0%+30.2%0.687%
2/7/2023Envestnet Asset Management Inc.33,610$1.01M0.0%+2.8%1.034%
2/2/2023Raymond James Trust N.A.60,224$1.81M0.1%-4.4%1.853%
1/31/2023AE Wealth Management LLC305,858$9.19M0.1%-1.5%9.411%
1/31/2023Opes Wealth Management LLC49,138$1.48M0.5%-4.3%1.512%
1/26/2023CENTRAL TRUST Co103,399$3.11M0.1%-64.6%3.182%
1/20/2023HB Wealth Management LLC90,711$2.72M0.0%+39.1%2.708%
1/19/2023Fundamentun LLC210,837$6.33M1.1%+4.5%6.294%
1/17/2023 Global Wealth Strategies & Associates138,447$4.16M2.4%N/A4.133%
11/17/2022CENTRAL TRUST Co292,124$8.71M0.3%+6.0%9.274%
11/15/2022Colony Group LLC7,279$217K0.0%-21.4%0.235%
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11/15/2022Stonebridge Capital Advisors LLC1,200$36K0.0%N/A0.039%
11/15/2022Private Capital Management LLC12,710$379K0.1%+5.9%0.391%
11/15/2022Cary Street Partners Investment Advisory LLC11,831$353K0.0%-52.3%0.376%
11/14/2022Heritage Wealth Management LLC3,263$97K0.0%-30.9%0.104%
11/14/2022OLD Mission Capital LLC90,647$2.70M0.1%+101.0%2.878%
11/10/2022Envestnet Asset Management Inc.32,691$975K0.0%+112.7%1.038%
11/10/2022UBS Group AG17,142$511K0.0%-18.8%0.544%
11/7/2022Truadvice LLC9,608$293K0.2%-4.1%0.305%
11/2/2022Rockefeller Capital Management L.P.2,000$59K0.0%N/A0.063%
11/1/2022Opes Wealth Management LLC51,324$1.53M0.6%+0.6%1.629%
(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, 47 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. ($4.93M), Advisor Group Holdings Inc. ($4.42M), and Avestar Capital LLC ($3.81M).Learn more on PUTW's institutional investors.

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

Of the 39 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), Envestnet Asset Management Inc. ($114.97K), OLD Mission Capital LLC ($83.70K), and Fundamentun LLC ($67.77K).

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

Institutional investors have bought a total of 1,869,281 shares in the last 24 months. This purchase volume represents approximately $58.15M in transactions.

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

Of the 25 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 ($250.21K), Global Wealth Strategies & Associates ($178.80K), OLD Mission Capital LLC ($75.22K), HB Wealth Management LLC ($72.28K), UBS Group AG ($38.59K), and Envestnet Asset Management Inc. ($18.55K).

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

Institutional investors have sold a total of 1,140,765 shares in the last 24 months. This volume of shares sold represents approximately $35.27M in transactions.


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This page (NYSEARCA:PUTW) was last updated on 4/19/2024 by MarketBeat.com Staff

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