WISDOMTREE PUTWRITE STRATEGY (PUTW) Top Institutional Shareholders
WISDOMTREE PUTWRITE STRATEGY (PUTW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $232.33M in PUTW holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PUTW tracked by InsiderSet, reporting ownership valued at approximately $53.14M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed PUTW value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Granite Bay Wealth Management, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE PUTWRITE STRATEGY (PUTW).
This page ranks the largest institutional PUTW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
88
Total Reported Value
$232.33M
Largest Holder
Lpl Financial Llc
Largest Position
$53.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,665,333 | $53,140,771 | — | — | — | |
| Granite Bay Wealth Management, Llc | 8.17% | 1,203,749 | $38,411,392 | — | — | — | |
| Morgan Stanley | 0.00% | 673,104 | $21,478,749 | — | — | — | |
| Cary Street Partners Financial Llc | 0.26% | 327,587 | $10,453,309 | — | — | — | |
| Castle Wealth Management Llc | 2.85% | 275,608 | $8,794,662 | — | — | — | |
| Wealthplan Investment Management, Llc | 0.44% | 244,805 | $7,811,724 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 242,710 | $7,744,877 | — | — | — | |
| Solutions 4 Wealth, Ltd | 9.45% | 196,992 | $6,286,002 | — | — | — | |
| Cetera Investment Advisers | 0.01% | 187,979 | $5,998,409 | — | — | — | |
| Alpine Bank Wealth Management | 0.77% | 165,323 | $5,275,457 | — | — | — | |
| Compass Financial Services Inc | 2.20% | 158,923 | $5,071,243 | — | — | — | |
| Kestra Advisory Services, Llc | 0.02% | 140,084 | $4,470,071 | — | — | — | |
| Central Trust Co | 0.08% | 124,544 | $3,974,190 | — | — | — | |
| Us Bancorp \De\ | 0.00% | 116,111 | $3,705,102 | — | — | — | |
| Opes Wealth Management Llc | 0.63% | 115,731 | $3,692,976 | — | — | — | |
| Private Capital Management, Llc | 0.37% | 114,716 | $3,660,582 | — | — | — | |
| Trust Point Inc. | 0.31% | 111,816 | $3,568,051 | — | — | — | |
| Ubs Group Ag | 0.00% | 74,301 | $2,370,945 | — | — | — | |
| Avestar Capital, Llc | 0.13% | 58,804 | $1,876,436 | — | — | — | |
| Pfg Investments, Llc | 0.08% | 55,592 | $1,773,941 | — | — | — | |
| Tidemark, Llc | 0.44% | 54,631 | $1,743,283 | — | — | — | |
| Cwm, Llc | 0.00% | 52,391 | $1,671,797 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 51,408 | $1,640,881 | — | — | — | |
| Nbc Securities, Inc. | 0.12% | 50,957 | $1,626,037 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 50,086 | $1,598,244 | — | — | — | |
| Resolute Capital, Llc | 0.63% | 48,804 | $1,557,341 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 47,786 | $1,524,859 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 47,173 | $1,505,000 | — | — | — | |
| Sanctuary Advisors, Llc | 0.01% | 43,787 | $1,397,234 | — | — | — | |
| Visionary Wealth Advisors | 0.06% | 40,560 | $1,294,270 | — | — | — | |
| Arkadios Wealth Advisors | 0.02% | 36,130 | $1,152,902 | — | — | — | |
| Creative Planning | 0.00% | 34,375 | $1,096,906 | — | — | — | |
| Cary Street Partners Investment Advisory Llc | 0.28% | 33,984 | $1,084,429 | — | — | — | |
| Cresset Asset Management, Llc | 0.00% | 32,611 | $1,040,622 | — | — | — | |
| Prosperity Financial Group, Inc. | 0.35% | 30,051 | $958,921 | — | — | — | |
| Diversify Wealth Management, Llc | 0.02% | 25,851 | $846,619 | — | — | — | |
| Mml Investors Services, Llc | 0.00% | 23,728 | $757,152 | — | — | — | |
| Private Advisor Group, Llc | 0.00% | 22,148 | $706,744 | — | — | — | |
| Harbour Investments, Inc. | 0.01% | 21,633 | $690,309 | — | — | — | |
| Kovack Advisors, Inc. | 0.03% | 20,096 | $641,263 | — | — | — | |
| Wealthplan Partners, Llc | 0.11% | 17,866 | $570,100 | — | — | — | |
| Wcg Wealth Advisors Llc | 0.02% | 17,846 | $569,459 | — | — | — | |
| Milestone Asset Management, Llc | 0.10% | 17,574 | $560,803 | — | — | — | |
| Western Wealth Management, Llc | 0.02% | 15,821 | $504,848 | — | — | — | |
| Maridea Wealth Management Llc | 0.07% | 15,504 | $494,745 | — | — | — | |
| Avory & Company, Llc | 0.63% | 15,167 | $483,979 | — | — | — | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 14,132 | $450,952 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 12,064 | $384,960 | — | — | — | |
| Apollon Wealth Management, Llc | 0.01% | 11,221 | $358,062 | — | — | — | |
| Advyzon Investment Management, Llc | 0.03% | 10,667 | $340,376 | — | — | — |
Frequently asked questions about PUTW
Who owns the most PUTW stock?
The largest holders of PUTW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE PUTWRITE STRATEGY (PUTW).
Is PUTW widely held by superinvestors?
Many widely followed stocks like PUTW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PUTW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.