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Get Institutions for : 
Wisdomtree Cboe S&p 500 Putwrite Strategy Fund (PUTW)  
$32.88 0.09 (0.28%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    7
Total shares held : 
 1,941,654  
% of shares held : 
 47.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 -30,190  
% of shares held change : 
   -0.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $30.75  
Last Quarter's Ending Price : 
 $31.70  
Last Quarter's Average Price : 
 $31.10  
Change from last quarter's     
avg. price to the last closing  : 
1.78 (5.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 71,340
 3.67%
 
Increased Positions :
18
 252,331
 13%
 
Unchanged Positions :
9
 762,406
 39.27%
 
Decreased Positions :
9
-187,101
-9.64%
 
Closed Positions :
2
-166,760
-8.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TRUST POINT INC. 14 - 2024-03-31 328,527 $10,940,000 4,452
   Fundamentun LLC 29 - 2024-03-31 320,260 $10,665,000 30,764
   Opes Wealth Management LLC 34 - 2024-03-31 83,547 $2,782,000 2,349
   Private Capital Management LLC 45 - 2024-03-31 48,492 $1,615,000 14,452
   FINANCIAL NETWORK 1199 - 2024-03-31 43,515 $1,449,000 921
   MORGAN STANLEY 4755 - 2024-03-31 32,967 $1,098,000 21,268
   LPL FINANCIAL CORP 3152 - 2024-03-31 29,294 $975,000 16,247
   UBS Group AG 3640 - 2024-03-31 25,707 $856,000 2,554
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 143 - 2024-03-31 15,552 $518,000 2,378
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 481 - 2024-03-31 13,100 $436,000 335
   Pineridge Advisors LLC 38 - 2024-03-31 10,695 $356,000 922
   J P MORGAN CHASE & CO 4601 - 2024-03-31 2,016 $67,000 22
   ABSOLUTE INVESTMENT MANAGEMENT LLC 142 - 2024-03-31 1,252 $42,000 37
   Covestor Ltd 1811 - 2024-03-31 76 $3,000 3
  14 Records found
  1    
  Page 1 of 1
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