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WTPI

WisdomTree Equity Premium Income Fund
WTPI

44 hedge funds and large institutions have $233M invested in WisdomTree Equity Premium Income Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

56% more capital invested

Capital invested by funds: $150M → $233M (+$83.3M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38% more funds holding

Funds holding: 32 → 44 (+12)

7.61% more ownership

Funds ownership: 70.62% → 78.23% (+7.6%)

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
20
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$6.61M
2
CWM
Cabot Wealth Management
Massachusetts
+$3.72M
3
SWA
SFMG Wealth Advisors
Texas
+$2.57M
4
Bank of America
Bank of America
North Carolina
+$1.87M
5
IFWM
Institute for Wealth Management
Colorado
+$1.72M

Top Sellers

1
ATC
Argent Trust Co
Tennessee
-$234K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$173K
3
FEG
Financial Enhancement Group
Indiana
-$43.9K
4
LPL Financial
LPL Financial
California
-$31.1K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$11.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$405K -$1.06K -36 -0.3%
AP
27
Advisors Preferred
Maryland
$395K +$31.5K +1,068 +9%
CG
28
Colony Group
Massachusetts
$340K +$46.7K +1,581 +16%
CAAS
29
Capital Asset Advisory Services
Michigan
$304K +$84K +2,847 +37%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$269K +$273K +9,257 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K +$67.7K +2,292 +40%
MML Investors Services
32
MML Investors Services
Massachusetts
$209K +$212K +7,179 New
IIA
33
IPG Investment Advisors
California
$203K – – –
KPCM
34
Kings Point Capital Management
New York
$126K – – –
RIA
35
RPG Investment Advisory
California
$103K +$1.39K +47 +1%
UBS Group
36
UBS Group
Switzerland
$89K +$66.9K +2,265 +283%
FAAS
37
First Allied Advisory Services
California
$83K +$83.4K +2,825 New
TFA
38
Transamerica Financial Advisors
Florida
$65K +$65.7K +2,226 New
AWMS
39
Advocacy Wealth Management Services
Georgia
$15K -$5.37K -182 -27%
SFSIG
40
San Francisco Sentry Investment Group
California
$15K – – –
IA
41
IFP Advisors
Florida
$10K +$10.5K +357 New
CAC
42
Certified Advisory Corp
Florida
$7K +$7.29K +247 New
IWM
43
IHT Wealth Management
Illinois
$6K +$6.2K +210 New
NR
44
Newfound Research
Massachusetts
$1K +$30 +1 +3%
ATC
45
Argent Trust Co
Tennessee
– -$234K -7,930 Closed
WAP
46
Wealthcare Advisory Partners
Pennsylvania
– -$7K -228 Closed
1
2

WTPI Hedge Fund Activity: Q4 2017 in Review

44 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q4 2017, worth a combined $233M — up 56% from $150M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WTPI positions and 2 closed out — a net gain of 12 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $6.61M. The largest seller was Argent Trust Co, exiting entirely with an estimated $234K sold.

  • 44 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q4 2017, up from 32 in Q3 2017.
  • Funds reported $233M of WisdomTree Equity Premium Income Fund stock for Q4 2017, up 56% quarter-over-quarter.
  • 14 funds opened new WisdomTree Equity Premium Income Fund positions in Q4 2017 and 2 closed out, a net change of +12 holders.
  • The largest WisdomTree Equity Premium Income Fund buyer in Q4 2017 was Orgel Wealth Management, an estimated $6.61M added.
  • The largest WisdomTree Equity Premium Income Fund seller in Q4 2017 was Argent Trust Co, an estimated $234K sold.

Based on aggregated 13F filings for Q4 2017.