WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

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.

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
CCM
1
Crabel Capital Management
California
$59.2M
2
OWM
2
Orgel Wealth Management
Wisconsin
$97.8M
3
SAM
3
Stringer Asset Management
Tennessee
$3.74M
4
CWM
4
Cabot Wealth Management
Massachusetts
$3.66M
5
SWA
5
SFMG Wealth Advisors
Texas
$2.53M

Top Sellers

1
ATC
1
Argent Trust Co
Tennessee
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$445K
3
FEG
3
Financial Enhancement Group
Indiana
$1.57M
4
LPL Financial
4
LPL Financial
California
$2.29M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$991K
Name Market Value Shares Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$405K 13,966 -36 -0.3%
AP
27
Advisors Preferred
Maryland
$395K 13,601 +1,068 +9%
CG
28
Colony Group
Massachusetts
$340K 11,683 +1,581 +16%
CAAS
29
Capital Asset Advisory Services
Michigan
$304K 10,472 +2,847 +37%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$269K 9,257 +9,257 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K 7,956 +2,292 +40%
MML Investors Services
32
MML Investors Services
Massachusetts
$209K 7,179 +7,179 New
IIA
33
IPG Investment Advisors
California
$203K 7,000 – –
KPCM
34
Kings Point Capital Management
New York
$126K 4,320 – –
RIA
35
RPG Investment Advisory
California
$103K 3,544 +47 +1%
UBS Group
36
UBS Group
Switzerland
$89K 3,065 +2,265 +283%
FAAS
37
First Allied Advisory Services
California
$83K 2,825 +2,825 New
TFA
38
Transamerica Financial Advisors
Florida
$65K 2,226 +2,226 New
AWMS
39
Advocacy Wealth Management Services
Georgia
$15K 503 -182 -27%
SFSIG
40
San Francisco Sentry Investment Group
California
$15K 500 – –
IA
41
IFP Advisors
Florida
$10K 357 +357 New
CAC
42
Certified Advisory Corp
Florida
$7K 247 +247 New
IWM
43
IHT Wealth Management
Illinois
$6K 210 +210 New
NR
44
Newfound Research
Massachusetts
$1K 40 +1 +3%
ATC
45
Argent Trust Co
Tennessee
– – -7,930 Closed
WAP
46
Wealthcare Advisory Partners
Pennsylvania
– – -228 Closed
1
2