PUTW

Wisdomtree Putwrite Strategy

Latest period2026 - Q1Total superinvestors89

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 89 superinvestors own shares of Wisdomtree Putwrite Strategy (PUTW), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree Putwrite Strategy (PUTW), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree Putwrite Strategy (PUTW) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree Putwrite Strategy (PUTW) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 62.06%
0.02%
$53.141M
1.665M shares@ 31.91 avg price
Ashleigh Swayze@Granite Bay Wealth Management, Llc
Recent Activity
Increased 353.4%
8.18%
$38.411M
1.204M shares@ 31.91 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 2.53%
0.01%
$21.479M
673,104 shares@ 31.92 avg price
Nancy Oliver@Cary Street Partners Financial Llc
Recent Activity
Increased 8.13%
0.26%
$10.453M
327,587 shares@ 31.92 avg price
Lori Fernicola@Castle Wealth Management Llc
Recent Activity
Increased 2.1%
2.86%
$8.795M
275,608 shares@ 31.92 avg price
Kevin Zemann@Wealthplan Investment Management, Llc
Recent Activity
Increased 177.17%
0.44%
$7.812M
244,805 shares@ 31.91 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 145.7%
0.01%
$7.745M
242,710 shares@ 31.92 avg price
Donald Hatcher@Solutions 4 Wealth, Ltd
Recent Activity
Increased 5.37%
9.46%
$6.286M
196,992 shares@ 31.91 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 12.64%
0.01%
$5.998M
187,979 shares@ 31.91 avg price
Jacob Going@Alpine Bank Wealth Management
Recent Activity
New Position
0.77%
$5.275M
165,323 shares@ 31.92 avg price

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