WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

47 hedge funds and large institutions have $138M invested in WisdomTree Equity Premium Income Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
18
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$26.4M
2
BSAM
2
Blue Sky Asset Management
Colorado
$6.48M
3
CWM
3
Cabot Wealth Management
Massachusetts
$4.65M
4
HH
4
Hilltop Holdings
Texas
$952K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$909K

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
IFWM
2
Institute for Wealth Management
Colorado
$2.02M
3
APA
3
American Portfolios Advisors
New York
$3.93K
4
Jane Street
4
Jane Street
New York
$288K
5
CCM
5
Crabel Capital Management
California
$57.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
26
Colony Group
Massachusetts
$316K 11,202 -481 -4%
UCFA
27
United Capital Financial Advisors
Texas
$311K 11,028 +11,028 New
Jane Street
28
Jane Street
New York
$288K 10,209 -29,084 -74%
SFM
29
Signet Financial Management
New Jersey
$271K 9,581 +9,581 New
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$254K 9,000 +9,000 New
TSS
31
Two Sigma Securities
New York
$244K 8,652 +8,652 New
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K 7,956 – –
Citadel Advisors
33
Citadel Advisors
Florida
$204K 7,218 +7,218 New
KPCM
34
Kings Point Capital Management
New York
$122K 4,320 – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$101K 3,547 -11,760 -77%
UBS Group
36
UBS Group
Switzerland
$83K 2,945 -120 -4%
RIA
37
RPG Investment Advisory
California
$69K 2,457 -1,087 -31%
PWM
38
Perigon Wealth Management
California
$68K 2,397 +2,397 New
AWMS
39
Advocacy Wealth Management Services
Georgia
$14K 503 – –
SFSIG
40
San Francisco Sentry Investment Group
California
$14K 500 – –
GRP
41
Global Retirement Partners
California
$12K 435 +435 New
IA
42
IFP Advisors
Florida
$10K 357 – –
CAC
43
Certified Advisory Corp
Florida
$7K 248 +1 +0.4%
IWM
44
IHT Wealth Management
Illinois
$6K 210 – –
APA
45
American Portfolios Advisors
New York
$3.93K 139 -49,338 -100%
NR
46
Newfound Research
Massachusetts
$1K 40 – –
OWM
47
Orgel Wealth Management
Wisconsin
– – -3,364,860 Closed
NFG
48
Next Financial Group
Texas
– – -16,975 Closed
CAAS
49
Capital Asset Advisory Services
Michigan
– – -10,472 Closed
MML Investors Services
50
MML Investors Services
Massachusetts
– – -7,179 Closed
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