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Get Institutions for : 
Wisdomtree Cboe S&p 500 Putwrite Strategy Fund (PUTW)  
$32.43 0.40 (1.24%) as of 4:30 Fri 5/3


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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  : 
1.33 (4.27%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Crabel Capital Management LLC 1 - 2023-12-31 405,440 $12,852,000 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 44 - 2023-12-31 120,040 $3,805,000 26,235
   ENVESTNET ASSET MANAGEMENT INC 2117 - 2023-12-31 111,749 $3,542,000 88,661
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2334 - 2023-12-31 43,891 $1,391,000 29,569
   FINANCIAL NETWORK 1183 - 2023-12-31 42,594 $1,350,000 -74
   Private Capital Management LLC 57 - 2023-12-31 34,040 $1,079,000 3,432
   OLD MISSION CAPITAL LLC 414 - 2023-12-31 33,283 $1,055,000 12,040
   Private Advisor Group LLC 1194 - 2023-12-31 27,059 $858,000 3,443
   UBS Group AG 3642 - 2023-12-31 23,153 $734,000 -1,155
   MML INVESTORS SERVICES LLC 1578 *New 2023-12-31 21,211 $672,000 21,211
   HB Wealth Management LLC 415 - 2023-12-31 18,475 $586,000 46
   KLR INVESTMENT ADVISORS LLC 63 - 2024-03-31 18,013 $577,000 -2,678
   BANK OF AMERICA CORP /DE/ 4388 - 2023-12-31 17,951 $569,000 -2,768
   Advisor Group Holdings Inc. 3140 - 2023-12-31 16,152 $512,000 1,685
   Klingman & Associates LLC 147 - 2024-03-31 13,435 $447,000 0
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 149 *New 2023-12-31 13,174 $418,000 13,174
   LPL FINANCIAL CORP 3743 - 2023-12-31 13,047 $414,000 316
   ROYAL BANK OF CANADA 3817 - 2023-12-31 12,916 $409,000 10,797
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 457 - 2023-12-31 12,765 $405,000 6,284
   MORGAN STANLEY 5263 - 2023-12-31 11,699 $371,000 2,348
   H D Vest Advisory Services 1154 *New 2023-12-31 10,887 $345,000 10,887
   AE Wealth Management LLC 1655 - 2023-12-31 9,985 $321,000 -3,288
   RAYMOND JAMES & ASSOCIATES 3303 - 2024-03-31 9,452 $315,000 0
   Atlantic Private Wealth LLC 25 - 2023-12-31 9,908 $314,000 0
   Pineridge Advisors LLC - 2023-12-31 9,773 $310,000 0
   Granite Bay Wealth Management LLC - 2024-03-31 7,723 $257,000 -5,877
   BB&T CORP 2416 *New 2023-12-31 6,820 $216,000 6,820
   WELLS FARGO & CO/MN 4176 - 2023-12-31 3,852 $122,000 3,851
   HARBOUR INVESTMENTS INC. 1204 *New 2023-12-31 2,613 $83,000 2,613
   ORG Partners LLC 393 *New 2023-12-31 2,401 $76,000 2,401
   J P MORGAN CHASE & CO 4661 - 2023-12-31 1,994 $63,000 -16
   Global Wealth Strategies & Associates 81 - 2024-03-31 1,825 $61,000 -36
   ABSOLUTE INVESTMENT MANAGEMENT LLC 139 - 2023-12-31 1,215 $39,000 -451
   Team Financial Group LLC 83 - 2023-12-31 1,044 $33,000 -161
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 575 *New 2023-12-31 625 $20,000 625
   Farther Finance Advisors LLC 2395 - 2023-12-31 55 $2,000 0
   Covestor Ltd 1873 - 2023-12-31 73 $2,000 2
   Smartleaf Asset Management LLC 1070 - 2023-12-31 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
   DHJJ Financial Advisors Ltd. 683 - 2024-03-31 2 $0 0
   PROEQUITIES INC. 4635 - 2023-12-31 0 $0 0
   SEI INVESTMENTS CO 2619 *Closed 2023-12-31 0 $0 -160,466
  48 Records found
  1    
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