Who owns Wisdomtree Cboe S&p 500 Putwri?
- Ticker: WTPI
- 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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Top investors of Wisdomtree Cboe S&p 500 Putwri stock
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 |
|---|---|---|---|---|---|
| LPL Financial | 1.7M | $53M | 62% | Mar 2026 |
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| Granite Bay Wealth Management | 1.2M | $38M | 353% | Mar 2026 |
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| Morgan Stanley | 673k | $22M | 100% | Mar 2026 |
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| Cary Street Partners Financial | 328k | $11M | 8% | Mar 2026 |
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| Castle Wealth Management | 276k | $8.8M | 2% | Mar 2026 |
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| WealthPlan Investment Management | 245k | $7.8M | 177% | Mar 2026 |
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| Solutions 4 Wealth | 197k | $6.3M | 5% | Mar 2026 |
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| Cetera Investment Advisers | 188k | $6.0M | 13% | Mar 2026 |
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| Alpine Bank Wealth Management | 165k | $5.3M | 100% | Mar 2026 |
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| Compass Financial Services | 159k | $5.1M | 7% | Mar 2026 |
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| Kestra Advisory Services | 140k | $4.5M | 546% | Mar 2026 |
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| Central Trust & Investment | 125k | $4.0M | -1% | Mar 2026 |
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| Opes Wealth Management | 116k | $3.7M | 3% | Mar 2026 |
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| Private Capital Management | 115k | $3.7M | 10% | Mar 2026 |
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| Trust Point | 112k | $3.6M | -51% | Mar 2026 |
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| Raymond James Financial | 99k | $3.3M | -41% | Dec 2025 |
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| UBS Group | 74k | $2.4M | 12% | Mar 2026 |
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| Avestar Capital | 59k | $1.9M | -5% | Mar 2026 |
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| PFG Investments | 56k | $1.8M | 2% | Mar 2026 |
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| Tidemark | 55k | $1.7M | 4% | Mar 2026 |
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| Nbc Securities | 51k | $1.6M | 100% | Mar 2026 |
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| Jane Street | 50k | $1.6M | 100% | Mar 2026 |
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| Resolute Capital | 49k | $1.6M | 14% | Mar 2026 |
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| Envestnet Asset Management | 48k | $1.5M | -52% | Mar 2026 |
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| Royal Bank of Canada | 47k | $1.5M | 41% | Mar 2026 |
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| Goss Wealth Management | 47k | $47k | 13% | Mar 2026 |
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| Sanctuary Advisors | 44k | $1.4M | -2% | Mar 2026 |
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| Visionary Wealth Advisors | 41k | $1.3M | 9% | Mar 2026 |
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| Advisor Group Holdings | 36k | $1.2M | -37% | Dec 2025 |
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| Arkadios Wealth Advisors | 36k | $1.2M | -6% | Mar 2026 |
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| Creative Planning | 34k | $1.1M | 42% | Mar 2026 |
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| Cary Street Partner Investment Advisory | 34k | $1.1M | 16% | Mar 2026 |
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| Cresset Asset Management | 33k | $1.0M | 4% | Mar 2026 |
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| Prosperity Financial Group | 30k | $959k | 20% | Mar 2026 |
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| CWM | 28k | $932k | 70% | Dec 2025 |
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| Diversify Wealth Management | 26k | $847k | 100% | Mar 2026 |
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| Mml Investors Services | 24k | $757k | 71% | Mar 2026 |
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| Private Advisor | 22k | $707k | 3% | Mar 2026 |
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| Harbour Investments | 22k | $690k | 100% | Mar 2026 |
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| Kovack Advisors | 20k | $641k | 6% | Mar 2026 |
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| Feltz Wealth PLAN | 18k | $570k | 27% | Mar 2026 |
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| WCG Wealth Advisors | 18k | $570k | -13% | Mar 2026 |
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| Milestone Asset Management | 18k | $561k | 100% | Mar 2026 |
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| Western Wealth Management | 16k | $505k | 100% | Mar 2026 |
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| Maridea Wealth Management | 16k | $495k | 100% | Mar 2026 |
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| Avory & Company | 15k | $484k | 0% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 14k | $451k | 20% | Mar 2026 |
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| Commonwealth Equity Services | 12k | $385k | 24% | Mar 2026 |
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| Apollon Wealth Management | 11k | $358k | 0% | Mar 2026 |
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| Advyzon Investment Management | 11k | $340k | 100% | Mar 2026 |
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| Us Bancorp | 11k | $352k | 100% | Dec 2025 |
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| Merit Financial Group | 10k | $332k | 0% | Mar 2026 |
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| Tactive Advisors | 9.5k | $303k | 21% | Mar 2026 |
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| Atlantic Private Wealth | 8.8k | $281k | 0% | Mar 2026 |
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| Susquehanna International | 8.7k | $289k | -86% | Dec 2025 |
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| HB Wealth Management | 8.3k | $264k | 1% | Mar 2026 |
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| Synergy Investment Management | 8.2k | $271k | 4% | Dec 2025 |
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| Integrated Wealth Concepts | 7.8k | $250k | 100% | Mar 2026 |
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| Roan Capital Partners | 7.8k | $248k | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 7.0k | $222k | 100% | Mar 2026 |
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| HPM Partners | 6.6k | $210k | 100% | Mar 2026 |
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| Alessandra Capital Management | 6.5k | $206k | 100% | Mar 2026 |
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| White & Co Financial Planning | 6.3k | $201k | -6% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 5.7k | $182k | 100% | Mar 2026 |
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| Cascades Capital Asset Management | 4.1k | $135k | 100% | Dec 2025 |
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| REAP Financial Group | 2.3k | $74k | -12% | Mar 2026 |
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| Brian McDonald | 2.3k | $75k | 133% | Dec 2025 |
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| Fifth Third Bancorp | 2.2k | $71k | 100% | Mar 2026 |
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| Founders Financial Alliance | 1.4k | $46k | 0% | Mar 2026 |
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| Triumph Capital Management | 1.4k | $45k | 0% | Mar 2026 |
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| International Assets Investment Management | 1.2k | $40k | 0% | Mar 2026 |
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| Farther Finance Advisors | 1.2k | $38k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 900.00 | $30k | 100% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 661.00 | $21k | 0% | Mar 2026 |
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| Td Private Client Wealth | 642.00 | $21k | -81% | Mar 2026 |
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| Geneos Wealth Management | 558.00 | $18k | 2% | Mar 2026 |
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| Aptus Capital Advisors | 500.00 | $16k | 0% | Mar 2026 |
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| Global Wealth Strategies & Associates | 499.00 | $16k | 0% | Mar 2026 |
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| SWAN Capital | 466.00 | $15k | 100% | Mar 2026 |
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| Operose Advisors | 328.00 | $11k | 100% | Mar 2026 |
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| AE Wealth Management | 325.00 | $10k | 0% | Mar 2026 |
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| Stance Capital | 233.00 | $7.4k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 52.00 | $1.6k | 0% | Mar 2026 |
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| Covestor | 40.00 | $1.0k | 0% | Mar 2026 |
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| FMR | 36.00 | $1.2k | 29% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 20.00 | $645.000000 | 0% | Mar 2026 |
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| SHP Wealth Management | 14.00 | $447.000400 | 0% | Mar 2026 |
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| Team Financial Group | 9.00 | $282.999600 | 0% | Mar 2026 |
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| DHJJ Financial Advisors | 2.00 | $64.000000 | 0% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $18.000000 | 0% | Mar 2026 |
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Who sold out of Wisdomtree Cboe S&p 500 Putwri?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TrueMark Investments | Dec 2025 | 35k | $1.1M |
| Park Avenue Securities | Dec 2025 | 29k | $951k |
| Change Path | Dec 2025 | 26k | $869k |
| Rockefeller Capital Management | Dec 2025 | 25k | $811k |
| Diversify Advisory Services | Dec 2025 | 24k | $816k |
| Envestnet Portfolio Solutions | Dec 2025 | 16k | $535k |
| Meridian Wealth Management | Dec 2025 | 14k | $456k |
| Klingman & Associates | Sep 2025 | 12k | $397k |
| Collaborative Wealth Managment | Dec 2025 | 9.6k | $317k |
| Citadel Advisors | Dec 2025 | 8.7k | $287k |
| Jpmorgan Chase & Co | Sep 2025 | 661.00 | $22k |
| Pnc Financial Services | Dec 2025 | 214.00 | $7.1k |
| William Blair $ Company | Dec 2025 | 18.00 | $599.999400 |
| Bridge Generations Wealth Management | Dec 2025 | 12.00 | $396.999600 |