Who owns Wisdomtree Cboe S&p 500 Putwri?
- Ticker: PUTW
- CUSIP Number: 97717x560
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Cboe S&p 500 Putwri with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Wisdomtree Cboe S&p 500 Putwri this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Trust Point | 229k | $7.6M | -2% | Sep 2024 |
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Castle Wealth Management | 205k | $6.8M | 347% | Sep 2024 |
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Avestar Capital | 136k | $4.5M | 25% | Jun 2024 |
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Cary Street Partners Asset Management | 109k | $3.6M | 56% | Sep 2024 |
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LPL Financial | 107k | $3.5M | 128% | Sep 2024 |
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Cary Street Partner Investment Advisory | 103k | $3.4M | 91% | Sep 2024 |
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Opes Wealth Management | 86k | $2.9M | 4% | Sep 2024 |
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Susquehanna International | 72k | $2.4M | 109% | Sep 2024 |
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Granite Bay Wealth Management | 71k | $2.3M | 196% | Sep 2024 |
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Central Trust & Investment | 67k | $2.2M | 24% | Sep 2024 |
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Raymond James Financial Services Advisors | 53k | $1.8M | 100% | Sep 2024 |
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Arkadios Wealth Advisors | 50k | $1.7M | 323% | Sep 2024 |
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Morgan Stanley | 50k | $2.6M | 52% | Jun 2024 |
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Private Capital Management | 49k | $1.6M | 0% | Sep 2024 |
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Cetera Investment Advisers | 45k | $1.5M | 2% | Jun 2024 |
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Raymond James Trust | 45k | $1.5M | 10% | Sep 2024 |
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Advisor Group Holdings | 26k | $873k | 101% | Sep 2024 |
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Jane Street | 23k | $760k | -29% | Sep 2024 |
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Old Mission Capital | 22k | $736k | 100% | Jun 2024 |
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Envestnet Asset Management | 18k | $601k | -14% | Sep 2024 |
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Baldwin Brothers | 16k | $524k | 100% | Sep 2024 |
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Private Advisor | 14k | $456k | -11% | Sep 2024 |
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HB Wealth Management | 14k | $449k | -11% | Sep 2024 |
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Klingman & Associates | 13k | $445k | 0% | Sep 2024 |
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Pineridge Advisors | 13k | $433k | 15% | Sep 2024 |
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Oppenheimer & Co | 12k | $398k | 100% | Sep 2024 |
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Atlantic Private Wealth | 9.9k | $328k | 0% | Sep 2024 |
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Raymond James & Associates | 9.1k | $300k | -68% | Sep 2024 |
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Harbour Investments | 8.7k | $289k | 30% | Sep 2024 |
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H D Vest Advisory Services | 8.3k | $278k | -15% | Jun 2024 |
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Royal Bank of Canada | 5.7k | $189k | 93% | Sep 2024 |
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Global Wealth Strategies & Associates | 1.5k | $51k | 0% | Sep 2024 |
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Farther Finance Advisors | 1.4k | $48k | 100% | Sep 2024 |
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Aptus Capital Advisors | 950.00 | $31k | 90% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 661.00 | $22k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 605.00 | $20k | -70% | Sep 2024 |
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Founders Financial Alliance | 355.00 | $12k | 100% | Sep 2024 |
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Covestor | 64.00 | $2.0k | -16% | Sep 2024 |
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Smartleaf Asset Management | 39.00 | $1.3k | 0% | Sep 2024 |
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Coppell Advisory Solutions | 9.00 | $297.000000 | 0% | Sep 2024 |
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DHJJ Financial Advisors | 2.00 | $67.000000 | 0% | Sep 2024 |
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Wells Fargo & Company | 1.00 | $18.000000 | 0% | Sep 2024 |
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Who sold out of Wisdomtree Cboe S&p 500 Putwri?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bank of America Corporation | Jun 2024 | 9.6k | $321k |
HighTower Advisors | Mar 2024 | 9.0k | $299k |
Northwestern Mutual Wealth Management Company | Jun 2024 | 4.0k | $134k |
Pnc Financial Services | Jun 2024 | 1.4k | $48k |
Atlantic Trust | Jun 2024 | 1.0k | $34k |
Geneos Wealth Management | Mar 2024 | 350.00 | $12k |