WISDOMTREE PUTWRITE STRATEGY (PUTW) Institutional Ownership Changes & 13F Activity

WISDOMTREE PUTWRITE STRATEGY (PUTW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pinnacle Financial Partners, Inc., Morgan Stanley, Ep Wealth Advisors, Llc, Jpmorgan Chase & Co, and Granite Bay Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+14+0.2%7,856$257.61KQ2 2026Sep 09, 2026
Pin Oak Investment Advisors IncBuy+1,0301,030$34.00Q2 2026Aug 18, 2026
Pinnacle Financial Partners, Inc.Buy+202,105202,105$6.63MQ2 2026Aug 14, 2026
Granite Bay Wealth Management, LlcBuy+55,855+4.6%1,259,604$41.30MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+55,529+22.9%298,239$9.78MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+34,75234,752$1.14MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+27,70527,705$908.45KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-23,180-46.3%26,906$882.25KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+9,8179,817$321.90KQ2 2026Aug 14, 2026
Private Capital Management, LlcBuy+8,831+7.7%123,547$4.05MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+6,738+14.3%53,911$1.77MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,118+11.9%57,526$1.89MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-5,834-32.7%12,012$393.88KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+3,650+11.2%36,261$1.19MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+2,163+20.3%12,830$420.70KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-366-5.6%6,207$203.53KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+319+31900.0%320$10.48KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+254+3.0%8,600$281.99KQ2 2026Aug 14, 2026
Morgan StanleyBuy+180,251+26.8%853,355$27.98MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsBuy+6,631+16.3%47,191$1.55MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+694+1.6%44,481$1.46MQ2 2026Aug 13, 2026
Swan Capital LlcBuy+685+147.0%1,151$37.74KQ2 2026Aug 13, 2026
Ubs Group AgBuy+344+0.5%74,645$2.45MQ2 2026Aug 13, 2026
Fmr LlcSell-124-35.6%224$7.34KQ2 2026Aug 13, 2026
Ep Wealth Advisors, LlcBuy+122,881122,881$4.03MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+96,73796,737$3.15MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+33,601+17.9%221,580$7.27MQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-6,541-13.9%40,600$1.33MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+744+3.4%22,377$733.74KQ2 2026Aug 12, 2026
Allworth Financial LpBuy+1,100+104.8%2,150$70.50KQ2 2026Aug 11, 2026
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Frequently asked questions about PUTW activity

  • Which institutional owners are buying PUTW?

    Institutional owners buying PUTW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PUTW activity?

    "Buy" means an investor increased their reported position in PUTW compared to the prior reporting period. This reflects growing exposure to WISDOMTREE PUTWRITE STRATEGY (PUTW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PUTW increasing?

    Institutional interest in PUTW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.