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Get Institutions for : 
Wisdomtree Cboe S&p 500 Putwrite Strategy Fund (PUTW)  
$33.24 0.04 (0.11%) as of 4:30 Tue 5/21


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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  : 
2.14 (6.87%)  




 
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
   Crabel Capital Management LLC 1 - 2024-03-31 405,440 $13,501,000 0
   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
   Avestar Capital LLC 49 - 2024-03-31 109,045 $3,631,000 -10,995
   RAYMOND JAMES TRUST CO 227 - 2024-03-31 94,724 $3,154,000 -188
   Opes Wealth Management LLC 34 - 2024-03-31 83,547 $2,782,000 2,349
   GUARANTY TRUST CO OF MISSOURI /MO/ 222 - 2024-03-31 60,993 $2,031,000 -1,780
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2760 - 2024-03-31 25,430 $847,000 -18,461
   CASTLE WEALTH MANAGEMENT LLC 66 *New 2024-03-31 19,644 $654,000 19,644
   ENVESTNET ASSET MANAGEMENT INC 3263 - 2024-03-31 19,301 $643,000 -92,448
   KLR INVESTMENT ADVISORS LLC 63 - 2024-03-31 18,013 $577,000 -2,678
   HB Wealth Management LLC 467 - 2024-03-31 16,617 $553,000 -1,858
   BANK OF AMERICA CORP /DE/ 4358 - 2024-03-31 16,179 $539,000 -1,772
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 143 - 2024-03-31 15,552 $518,000 2,378
   Private Advisor Group LLC 1518 - 2024-03-31 14,908 $496,000 -12,151
   Klingman & Associates LLC 147 - 2024-03-31 13,435 $447,000 0
   Advisor Group Holdings Inc. 3032 - 2024-03-31 13,106 $436,000 -3,046
   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
   Atlantic Private Wealth LLC 25 - 2024-03-31 9,908 $330,000 0
   H D Vest Advisory Services 1246 - 2024-03-31 9,804 $326,000 -1,083
   RAYMOND JAMES & ASSOCIATES 3303 - 2024-03-31 9,452 $315,000 0
   HIGHTOWER ADVISORS, LLC 2637 *New 2024-03-31 8,982 $299,000 8,982
   Granite Bay Wealth Management LLC - 2024-03-31 7,723 $257,000 -5,877
   ROYAL BANK OF CANADA 4677 - 2024-03-31 2,574 $86,000 -10,342
   HARBOUR INVESTMENTS INC. 1204 *New 2023-12-31 2,613 $83,000 2,613
   J P MORGAN CHASE & CO 4601 - 2024-03-31 2,016 $67,000 22
   Global Wealth Strategies & Associates 81 - 2024-03-31 1,825 $61,000 -36
   ABSOLUTE INVESTMENT MANAGEMENT LLC 142 - 2024-03-31 1,252 $42,000 37
   Federation des caisses Desjardins du Quebec 1605 - 2024-03-31 661 $22,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 587 - 2024-03-31 625 $21,000 0
   Geneos Wealth Management Inc. 1495 *New 2024-03-31 350 $12,000 350
   Covestor Ltd 1811 - 2024-03-31 76 $3,000 3
   Farther Finance Advisors LLC 2593 - 2024-03-31 55 $2,000 0
   Smartleaf Asset Management LLC 1395 - 2024-03-31 39 $1,000 0
   Coppell Advisory Solutions LLC 1530 *New 2023-12-31 9 $0 9
   Truadvice LLC 236 *Closed 2023-09-30 0 $0 -8,921
   Team Financial Group LLC 60 *Closed 2024-03-31 0 $0 -1,044
   DHJJ Financial Advisors Ltd. 683 - 2024-03-31 2 $0 0
   OLD MISSION CAPITAL LLC 953 *Closed 2024-03-31 0 $0 -33,283
   ORG Partners LLC 752 *Closed 2024-03-31 0 $0 -2,401
   AE Wealth Management LLC 1687 *Closed 2024-03-31 0 $0 -9,985
   WELLS FARGO & CO/MN 6783 - 2024-03-31 1 $0 -3,851
   PROEQUITIES INC. 9657 - 2024-03-31 0 $0 0
   MML INVESTORS SERVICES LLC 2573 *Closed 2024-03-31 0 $0 -21,211
   BB&T CORP 2703 *Closed 2024-03-31 0 $0 -6,820
   Missouri Trust & Investment Co 442 *New 2024-03-31 9 $0 9
  52 Records found
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