WisdomTree PutWr Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 1.03 M | $33.93 M | 268.11% | 10.21% |
| MORGAN STANLEY | 02/13/2026 | 656.53 K | $21.68 M | 32.97% | 6.52% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 302.96 K | $10.00 M | -70.00% | 3.01% |
| CASTLE WEALTH MANAGEMENT LLC | 01/22/2026 | 269.94 K | $8.91 M | 2.82% | 2.68% |
| GRANITE BAY WEALTH MANAGEMENT, LLC | 02/05/2026 | 265.49 K | $8.77 M | 13.34% | 2.64% |
| TRUST POINT INC. | 01/13/2026 | 228.62 K | $7.55 M | -0.49% | 2.27% |
| SOLUTIONS 4 WEALTH, LTD | 02/09/2026 | 186.97 K | $6.17 M | 0.03% | 1.86% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 166.89 K | $5.51 M | -3.77% | 1.66% |
| COMPASS FINANCIAL SERVICES INC | 02/27/2026 | 147.84 K | $4.88 M | 8.86% | 1.47% |
| CENTRAL TRUST CO | 02/02/2026 | 125.29 K | $4.14 M | 8.02% | 1.25% |
| OPES WEALTH MANAGEMENT LLC | 02/02/2026 | 112.78 K | $3.72 M | 2.59% | 1.12% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 104.42 K | $3.45 M | 2.83% | 1.04% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 100.25 K | $3.31 M | 50.92% | 1.00% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 98.79 K | $3.26 M | -41.21% | 0.98% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 02/05/2026 | 88.32 K | $2.92 M | 100.00% | 0.88% |
| UBS GROUP AG | 01/29/2026 | 66.07 K | $2.18 M | 39.58% | 0.66% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 61.92 K | $2.04 M | -34.52% | 0.62% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 54.49 K | $1.80 M | 100.00% | 0.54% |
| TIDEMARK, LLC | 02/10/2026 | 52.36 K | $1.73 M | 11.83% | 0.52% |
| ROYAL BANK OF CANADA | 02/17/2026 | 46.61 K | $1.54 M | 38.86% | 0.46% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 44.69 K | $1.48 M | 2.11% | 0.44% |
| 02/10/2026 | 42.87 K | $1.42 M | 100.00% | 0.43% | |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 41.82 K | $1.38 M | -37.12% | 0.42% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 38.60 K | $1.27 M | 42.83% | 0.38% |
| VISIONARY WEALTH ADVISORS | 02/13/2026 | 37.38 K | $1.23 M | 4.11% | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 36.17 K | $1.20 M | -36.82% | 0.36% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 34.57 K | $1.14 M | 100.00% | 0.34% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 31.49 K | $1.04 M | -11.00% | 0.31% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 02/09/2026 | 29.28 K | $966.79 K | 100.00% | 0.29% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 28.80 K | $951.00 K | 100.00% | 0.29% |
| CWM, LLC | 01/26/2026 | 28.24 K | $932.00 K | 70.29% | 0.28% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 26.33 K | $869.35 K | 100.00% | 0.26% |
| PROSPERITY FINANCIAL GROUP, INC. | 01/26/2026 | 24.98 K | $824.81 K | -3.39% | 0.25% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 24.57 K | $811.24 K | 100.00% | 0.24% |
| DIVERSIFY ADVISORY SERVICES, LLC | 01/23/2026 | 24.23 K | $816.20 K | 21.05% | 0.24% |
| CREATIVE PLANNING | 02/17/2026 | 24.15 K | $797.27 K | -10.90% | 0.24% |
| JPMORGAN CHASE & CO | 02/11/2026 | 23.51 K | $776.23 K | 3,456.43% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 21.70 K | $716.42 K | 19.65% | 0.22% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 21.40 K | $706.69 K | 2.47% | 0.21% |
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 20.46 K | $675.61 K | -15.43% | 0.20% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 18.89 K | $623.62 K | 85.96% | 0.19% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 02/06/2026 | 16.20 K | $534.89 K | 100.00% | 0.16% |
| AVORY & COMPANY, LLC | 02/24/2026 | 15.17 K | $500.81 K | 101.50% | 0.15% |
| WEALTHPLAN PARTNERS, LLC | 02/12/2026 | 14.08 K | $464.86 K | 100.00% | 0.14% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 13.87 K | $457.86 K | 11.44% | 0.14% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 02/04/2026 | 13.81 K | $455.84 K | 100.00% | 0.14% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 11.82 K | $390.36 K | 100.00% | 0.12% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 11.22 K | $370.52 K | 0.00% | 0.11% |
| US BANCORP \DE\ | 01/30/2026 | 10.67 K | $352.22 K | 100.00% | 0.11% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 10.40 K | $343.51 K | 0.00% | 0.10% |
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WisdomTree PutWr institutional Ownership - FAQ's
During the previous two years, 77 institutional investors and hedge funds held shares of WisdomTree PutWr. The most heavily invested institutionals were:
TrueMark Investments, LLC: 0
PARK AVENUE SECURITIES LLC: 0
Envestnet Portfolio Solutions, Inc.: 0
Collaborative Wealth Managment Inc.: 0
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC: 0
Diversify Advisory Services, LLC: 0
49.70% of WisdomTree PutWr stock is owned by institutional investors.
Institutional investors have bought a total of 3.30 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.