Security Name: WISDOMTREE PUTWRITE STRATEGY
Ticker: PUTW
Security Type: OTHER
Exchange: US
CUSIP: 97717X560

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.09B - 49 -
2024-09-30 $0.07B -21.8% 49 0.0%
2024-12-31 $0.07B -2.4% 52 +6.1%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
SOLUTIONS 4 WEALTH, LTD $3.9M 119K 7.1%
CASTLE WEALTH MANAGEMENT LLC $7.3M 221K 2.9%
TRUST POINT INC. $11.6M 351K 0.8%
OPES WEALTH MANAGEMENT LLC $2.9M 87K 0.6%
AVESTAR CAPITAL, LLC $3.9M 118K 0.3%
ATLANTIC PRIVATE WEALTH, LLC $0.3M 9K 0.3%
PRIVATE CAPITAL MANAGEMENT, LLC $2.1M 62K 0.2%
CARY STREET PARTNERS FINANCIAL LLC $6.1M 185K 0.2%
PINERIDGE ADVISORS LLC $0.4M 13K 0.2%
AVORY & COMPANY, LLC $0.2M 7K 0.1%
TIDEMARK, LLC $0.2M 4K 0.1%
WCG WEALTH ADVISORS LLC $0.7M 22K 0.1%
REAP FINANCIAL GROUP, LLC $0.2M 4K 0.0%
SYMMETRY PARTNERS, LLC $0.3M 7K 0.0%
KLINGMAN & ASSOCIATES, LLC $0.4M 11K 0.0%
CRESSET ASSET MANAGEMENT, LLC $1.1M 34K 0.0%
OPPENHEIMER & CO INC $0.6M 19K 0.0%
TD PRIVATE CLIENT WEALTH LLC $0.3M 9K 0.0%
SANCTUARY ADVISORS, LLC $1.6M 48K 0.0%
HARBOUR INVESTMENTS, INC. $0.3M 8K 0.0%
SMARTLEAF ASSET MANAGEMENT LLC $0.1M 2K 0.0%
WOLVERINE TRADING, LLC $0.3M 8K 0.0%
CREATIVE PLANNING $0.5M 13K 0.0%
CETERA INVESTMENT ADVISERS $1.9M 56K 0.0%
UBS GROUP AG $1.0M 29K 0.0%

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