WisdomTree PutWrite Strategy Fund
PUTW • ARCA
WisdomTree PutWrite Strategy Fund is an exchange-traded fund on ARCA. As of Q3 2025, 67 institutional investors hold shares in this ETF, with total holdings valued at $148.8M. CARY STREET PARTNERS FINANCIAL LLC is the largest holder with a position valued at $33.6M.
Overview
Overview of institutional ownership in PUTW as of Q3 2025
All Institutions
- Institutions
- 67
- Value Held
- $148.8M
- Shares Held
- 4.5M
- Avg Position
- $2.2M
- Median Position
- $397.1K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in PUTW as of Q3 2025
| Institution | Position Value |
|---|---|
C CARY STREET PARTNERS FINANCIAL LLC Institution | $33.6M 0.88% of portfolio |
 MORGAN STANLEY RIA/Wealth | $16.4M 0.00% of portfolio |
L LPL Financial LLC Institution | $9.3M 0.00% of portfolio |
 CASTLE WEALTH MANAGEMENT LLC RIA/Wealth | $8.7M 2.95% of portfolio |
G Granite Bay Wealth Management, LLC RIA/Wealth | $7.8M 2.03% of portfolio |
T Trust Point Inc. Institution | $7.6M 0.62% of portfolio |
 Solutions 4 Wealth, Ltd RIA/Wealth | $6.2M 9.65% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $5.8M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $5.6M 0.00% of portfolio |
 Compass Financial Services Inc RIA/Wealth | $4.5M 2.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PUTW in Q3 2025
- Traded
- +$20.6M
- Buyers
- 37
- Sellers
- 22
- Total Bought
- +$28.2M
- Total Sold
- −$7.6M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
G Granite Bay Wealth Management, LLC RIA/Wealth | +$7.8M +40.5K shares |
MORGAN STANLEY RIA/Wealth | +$4.9M +146.3K shares |
L LPL Financial LLC Institution | +$3.3M +98.6K shares |
J JANE STREET GROUP, LLC Institution | +$2.1M +64.0K shares |
 PFG Advisors RIA/Wealth | +$1.1M +33.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$1.1M +32.2K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$992.2K +29.8K shares |
 Goss Wealth Management LLC RIA/Wealth | +$862.7K +25.9K shares |
 Prosperity Financial Group, Inc. RIA/Wealth | +$860.2K +25.9K shares |
T Tidemark, LLC RIA/Wealth | +$692.0K +20.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
T Trust Point Inc. Institution | −$4.4M −131.3K shares |
 Blue Rock Wealth Management LLC RIA/Wealth | −$956.2K −29.8K shares |
O OLD MISSION CAPITAL LLC Institution | −$565.3K −17.6K shares |
 Independent Advisor Alliance RIA/Wealth | −$299.8K −9.4K shares |
 Avestar Capital, LLC RIA/Wealth | −$275.0K −8.3K shares |
P Pineridge Advisors LLC Institution | −$274.4K −8.2K shares |
Cetera Investment Advisers RIA/Wealth | −$252.0K −7.6K shares |
 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | −$141.8K −4.4K shares |
C CARY STREET PARTNERS FINANCIAL LLC Institution | −$125.5K −3.8K shares |
 Diversify Advisory Services, LLC RIA/Wealth | −$94.4K −2.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PUTW in Q3 2025
- New Positions
- 8
- New Value
- $10.4M
- Exited Positions
- 8
- Exited Value
- $2.0M
New Positions
| Institution | Position Value |
|---|---|
G Granite Bay Wealth Management, LLC RIA/Wealth | $7.8M 234.3K shares |
PFG Advisors RIA/Wealth | $1.1M 33.3K shares |
Prosperity Financial Group, Inc. RIA/Wealth | $860.2K 25.9K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $414.0K 12.4K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | $205.5K 6.2K shares |
 Triumph Capital Management RIA/Wealth | $46.6K 1.4K shares |
 STANCE CAPITAL LLC Long Only Manager | $7.4K 223.0 shares |
- - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Blue Rock Wealth Management LLC RIA/Wealth | $956.2K 29.8K shares |
O OLD MISSION CAPITAL LLC Institution | $565.3K 17.6K shares |
Independent Advisor Alliance RIA/Wealth | $299.8K 9.4K shares |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $141.8K 4.4K shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $16.0K 500.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $7.1K 222.0 shares |
 Transce3nd, LLC RIA/Wealth | $3.5K 108.0 shares |
- 6.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in PUTW as of Q3 2025
- Call Positions
- 1
- Call Value
- $262.8K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $262.8K 79.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PUTW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Solutions 4 Wealth, Ltd RIA/Wealth | 9.65% $6.2M |
CASTLE WEALTH MANAGEMENT LLC RIA/Wealth | 2.95% $8.7M |
G Granite Bay Wealth Management, LLC RIA/Wealth | 2.03% $7.8M |
Compass Financial Services Inc RIA/Wealth | 2.00% $4.5M |
C CARY STREET PARTNERS FINANCIAL LLC Institution | 0.88% $33.6M |
 Opes Wealth Management LLC RIA/Wealth | 0.64% $3.7M |
T Trust Point Inc. Institution | 0.62% $7.6M |
T Tidemark, LLC RIA/Wealth | 0.46% $1.6M |
 Private Capital Management, LLC RIA/Wealth | 0.34% $3.4M |
Prosperity Financial Group, Inc. RIA/Wealth | 0.33% $860.2K |