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PUTW · Insider trading · 13F holders · Congress trades

WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW)

Who is buying and selling PUTW: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
11
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
1

PUTW at a glance

  • No open-market insider purchases or sales of PUTW were filed in the last 90 days.
  • 11 13F filers hold PUTW among their 50 largest positions, worth $79.5M combined. The biggest bets by portfolio weight are Solutions 4 Wealth, Ltd (10.2%), Granite Bay Wealth Management, LLC (3.8%) and Castle Wealth Management LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
  • Members of Congress have disclosed 1 PUTW trade since 2020, 0 purchases and 1 sale in the past year; the latest was Joe Courtney (D-CT), selling $1K–15K on Oct 9, 2020.

PUTW insider trading

No open-market insider purchases or sales of PUTW were filed in the last 90 days.

Who owns PUTW? Hedge funds and superinvestors

11 13F filers hold PUTW among their 50 largest positions, worth $79.5M combined. The biggest bets by portfolio weight are Solutions 4 Wealth, Ltd (10.2%), Granite Bay Wealth Management, LLC (3.8%) and Castle Wealth Management LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.

13F filers holding PUTW
Manager% of portfolioValueSharesLast quarter13F
Granite Bay Wealth Management, LLCWealth manager3.8%$41.3M1,259,604+4.6% sharesQ2 2026
Castle Wealth Management LLCWealth manager2.8%$9.3M284,265+3.1% sharesQ2 2026
Solutions 4 Wealth, LtdWealth manager10.2%$7.9M240,518+22.1% sharesQ2 2026
Compass Financial Services IncWealth manager2.1%$5.7M175,132+10.2% sharesQ2 2026
Private Capital Management, LLCWealth manager0.4%$4.1M123,547+7.7% sharesQ2 2026
Opes Wealth Management LLCWealth manager0.6%$3.7M115,731+2.6% sharesQ1 2026
Cary Street Partners Investment Advisory LLCWealth manager0.6%$3.1M95,620—Q2 2026
Resolute Capital, LLCWealth manager0.7%$2.1M64,023+31.2% sharesQ2 2026
Tidemark, LLCWealth manager0.3%$1.5M46,978-14.0% sharesQ2 2026
Avory & Company, LLCInstitutional asset manager0.6%$501K15,267+0.0% sharesQ3 2026
White & Co Financial Planning IncWealth manager0.1%$221K6,918+4.2% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 8, Q1 2026: 1). Screen PUTW in the grand portfolio →

PUTW stock trades by members of Congress

Members of Congress have disclosed 1 PUTW trade since 2020, 0 purchases and 1 sale in the past year; the latest was Joe Courtney (D-CT), selling $1K–15K on Oct 9, 2020.

Congress trades in PUTW
FiledMemberTradeAmountTradedSince
Nov 6, 2020Joe CourtneyD-CT · HouseSale$1K–15KOct 9, 2020—

Joe Courtney.

PUTW questions and answers

Are insiders buying PUTW stock?

No open-market insider purchases or sales of PUTW were filed in the last 90 days.

Which hedge funds own PUTW?

11 13F filers hold PUTW among their 50 largest positions, worth $79.5M combined. The biggest bets by portfolio weight are Solutions 4 Wealth, Ltd (10.2%), Granite Bay Wealth Management, LLC (3.8%) and Castle Wealth Management LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.

Has Congress traded PUTW?

Members of Congress have disclosed 1 PUTW trade since 2020, 0 purchases and 1 sale in the past year; the latest was Joe Courtney (D-CT), selling $1K–15K on Oct 9, 2020.

Who is the largest holder of PUTW?

Among 13F filers, Granite Bay Wealth Management, LLC reports the largest PUTW position, $41.3M (1,259,604 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Solutions 4 Wealth, Ltd's: 10.2% of its portfolio.

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