WisdomTree PutWr Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 05/09/2025 | 1.03 M | $32.14 M | 456.92% | 13.83% |
| MORGAN STANLEY | 05/15/2025 | 296.29 K | $9.23 M | 159.95% | 3.97% |
| TRUST POINT INC. | 04/17/2025 | 284.75 K | $8.87 M | -19.04% | 3.82% |
| CASTLE WEALTH MANAGEMENT LLC | 04/28/2025 | 235.07 K | $7.32 M | 6.01% | 3.15% |
| GRANITE BAY WEALTH MANAGEMENT, LLC | 04/10/2025 | 173.15 K | $5.39 M | 5.92% | 2.32% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 166.88 K | $5.20 M | 22.98% | 2.24% |
| SOLUTIONS 4 WEALTH, LTD | 05/09/2025 | 154.91 K | $4.82 M | 29.99% | 2.08% |
| LPL FINANCIAL LLC | 05/07/2025 | 147.27 K | $4.59 M | 9.90% | 1.97% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 141.10 K | $4.39 M | 149.10% | 1.89% |
| OPES WEALTH MANAGEMENT LLC | 05/06/2025 | 101.59 K | $3.16 M | 15.85% | 1.36% |
| AVESTAR CAPITAL, LLC | 05/14/2025 | 100.82 K | $3.14 M | -15.01% | 1.35% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 05/15/2025 | 87.40 K | $2.72 M | 39.66% | 1.17% |
| CENTRAL TRUST CO | 04/18/2025 | 86.91 K | $2.71 M | 25.37% | 1.16% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 68.24 K | $2.12 M | 2.69% | 0.91% |
| SANCTUARY ADVISORS, LLC | 01/06/2026 | 50.26 K | $1.57 M | 2.97% | 0.67% |
| UBS GROUP AG | 05/13/2025 | 47.83 K | $1.49 M | 62.67% | 0.64% |
| WCG WEALTH ADVISORS LLC | 05/15/2025 | 37.83 K | $1.18 M | 68.43% | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 36.09 K | $1.12 M | 23.55% | 0.48% |
| CRESSET ASSET MANAGEMENT, LLC | 05/13/2025 | 34.50 K | $1.07 M | 0.45% | 0.46% |
| JANE STREET GROUP, LLC | 05/19/2025 | 25.68 K | $799.55 K | 100.00% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 24.97 K | $777.60 K | 291.03% | 0.33% |
| DIVERSIFY ADVISORY SERVICES, LLC | 05/05/2025 | 23.18 K | $712.36 K | 15.43% | 0.31% |
| VISIONARY WEALTH ADVISORS | 05/14/2025 | 22.75 K | $708.35 K | 100.00% | 0.30% |
| ARKADIOS WEALTH ADVISORS | 05/08/2025 | 18.87 K | $587.60 K | 41.76% | 0.25% |
| PRIVATE ADVISOR GROUP, LLC | 05/05/2025 | 18.80 K | $585.45 K | 16.75% | 0.25% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/14/2025 | 17.88 K | $554.51 K | 518.12% | 0.24% |
| TIDEMARK, LLC | 05/09/2025 | 14.98 K | $466.54 K | 217.95% | 0.20% |
| CREATIVE PLANNING | 05/15/2025 | 14.87 K | $463.03 K | 7.61% | 0.20% |
| ROYAL BANK OF CANADA | 11/21/2025 | 14.09 K | $439.00 K | -20.22% | 0.19% |
| OPPENHEIMER & CO INC | 04/23/2025 | 14.06 K | $437.89 K | -26.42% | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 05/06/2025 | 13.92 K | $433.36 K | 62.87% | 0.19% |
| PINERIDGE ADVISORS LLC | 04/30/2025 | 13.84 K | $430.81 K | 5.81% | 0.19% |
| KLINGMAN & ASSOCIATES, LLC | 05/13/2025 | 11.94 K | $371.66 K | 0.00% | 0.16% |
| HB WEALTH MANAGEMENT, LLC | 05/07/2025 | 11.24 K | $349.92 K | -9.16% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 05/14/2025 | 11.17 K | $347.68 K | 34.39% | 0.15% |
| HARBOUR INVESTMENTS, INC. | 05/08/2025 | 10.70 K | $333.26 K | 21.01% | 0.14% |
| MML INVESTORS SERVICES, LLC | 05/14/2025 | 9.17 K | $286.00 K | 100.00% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 05/13/2025 | 9.16 K | $285.37 K | 100.00% | 0.12% |
| ATLANTIC PRIVATE WEALTH, LLC | 05/09/2025 | 8.79 K | $273.81 K | -11.25% | 0.12% |
| AVORY & COMPANY, LLC | 04/24/2025 | 7.53 K | $234.39 K | 0.00% | 0.10% |
| KOVACK ADVISORS, INC. | 05/06/2025 | 7.48 K | $233.02 K | 100.00% | 0.10% |
| SYNERGY INVESTMENT MANAGEMENT, LLC | 04/30/2025 | 7.47 K | $232.71 K | 100.00% | 0.10% |
| APOLLON WEALTH MANAGEMENT, LLC | 05/02/2025 | 7.41 K | $230.59 K | 100.00% | 0.10% |
| WHITE & CO FINANCIAL PLANNING INC | 05/07/2025 | 6.45 K | $200.02 K | -2.30% | 0.09% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 04/10/2025 | 4.43 K | $137.79 K | 100.00% | 0.06% |
| REAP FINANCIAL GROUP, LLC | 05/14/2025 | 3.31 K | $103.01 K | -28.32% | 0.04% |
| COMPASS FINANCIAL SERVICES INC | 06/10/2025 | 2.53 K | $78.70 K | 100.00% | 0.03% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 04/02/2025 | 1.53 K | $47.74 K | 0.00% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 04/14/2025 | 1.44 K | $44.90 K | 0.00% | 0.02% |
| APTUS CAPITAL ADVISORS, LLC | 05/13/2025 | 950 | $29.58 K | 0.00% | 0.01% |
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WisdomTree PutWr institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of WisdomTree PutWr. The most heavily invested institutionals were:
LPL Financial LLC: 1.03 M
MORGAN STANLEY: 656,531
CARY STREET PARTNERS FINANCIAL LLC: 302,958
CASTLE WEALTH MANAGEMENT LLC: 269,944
Granite Bay Wealth Management, LLC: 265,494
Trust Point Inc.: 228,617
48.90% of WisdomTree PutWr stock is owned by institutional investors.
Institutional investors have bought a total of 5.23 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.