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Get Institutions for : 
Wisdomtree Cboe S&p 500 Putwrite Strategy Fund (PUTW)  
$32.89 0.30 (0.9%) as of 4:30 Fri 5/24


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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  : 
1.79 (5.76%)  




 
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
   Klingman & Associates LLC 147 - 2024-03-31 13,435 $447,000 0
   Atlantic Private Wealth LLC 25 - 2024-03-31 9,908 $330,000 0
   RAYMOND JAMES & ASSOCIATES 3303 - 2024-03-31 9,452 $315,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 587 - 2024-03-31 625 $21,000 0
   Farther Finance Advisors LLC 2593 - 2024-03-31 55 $2,000 0
   Smartleaf Asset Management LLC 1395 - 2024-03-31 39 $1,000 0
   DHJJ Financial Advisors Ltd. 683 - 2024-03-31 2 $0 0
   PROEQUITIES INC. 9657 - 2024-03-31 0 $0 0

  9 Records found
  1    
  Page 1 of 1
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