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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +14 | +0.2% | 7,856 | $257.61K | Q2 2026 | Sep 09, 2026 |
| Pin Oak Investment Advisors Inc | Buy | +1,030 | — | 1,030 | $34.00 | Q2 2026 | Aug 18, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +202,105 | — | 202,105 | $6.63M | Q2 2026 | Aug 14, 2026 |
| Granite Bay Wealth Management, Llc | Buy | +55,855 | +4.6% | 1,259,604 | $41.30M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +55,529 | +22.9% | 298,239 | $9.78M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +34,752 | — | 34,752 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +27,705 | — | 27,705 | $908.45K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -23,180 | -46.3% | 26,906 | $882.25K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +9,817 | — | 9,817 | $321.90K | Q2 2026 | Aug 14, 2026 |
| Private Capital Management, Llc | Buy | +8,831 | +7.7% | 123,547 | $4.05M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +6,738 | +14.3% | 53,911 | $1.77M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,118 | +11.9% | 57,526 | $1.89M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -5,834 | -32.7% | 12,012 | $393.88K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +3,650 | +11.2% | 36,261 | $1.19M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +2,163 | +20.3% | 12,830 | $420.70K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -366 | -5.6% | 6,207 | $203.53K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +319 | +31900.0% | 320 | $10.48K | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +254 | +3.0% | 8,600 | $281.99K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +180,251 | +26.8% | 853,355 | $27.98M | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Buy | +6,631 | +16.3% | 47,191 | $1.55M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +694 | +1.6% | 44,481 | $1.46M | Q2 2026 | Aug 13, 2026 |
| Swan Capital Llc | Buy | +685 | +147.0% | 1,151 | $37.74K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +344 | +0.5% | 74,645 | $2.45M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -124 | -35.6% | 224 | $7.34K | Q2 2026 | Aug 13, 2026 |
| Ep Wealth Advisors, Llc | Buy | +122,881 | — | 122,881 | $4.03M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +96,737 | — | 96,737 | $3.15M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +33,601 | +17.9% | 221,580 | $7.27M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -6,541 | -13.9% | 40,600 | $1.33M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +744 | +3.4% | 22,377 | $733.74K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +1,100 | +104.8% | 2,150 | $70.50K | Q2 2026 | Aug 11, 2026 |
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.