WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

45 hedge funds and large institutions have $140M invested in WisdomTree Equity Premium Income Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
14
Reduced
12
Closed
12
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
VF
1
Virtu Financial
New York
$2M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.34M
3
PAG
3
Private Advisory Group
Washington
$1.09M
4
FWM
4
Frontier Wealth Management
Missouri
$2.06M
5
CWM
5
Cornerstone Wealth Management
Missouri
$834K

Top Sellers

1
BSAM
1
Blue Sky Asset Management
Colorado
$2.55M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.94M
3
Bank of America
3
Bank of America
North Carolina
$26.5M
4
HH
4
Hilltop Holdings
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
26
Signet Financial Management
New Jersey
$338K +$56.4K +1,918 +20%
CG
27
Colony Group
Massachusetts
$335K +$5.67K +193 +2%
UCFA
28
United Capital Financial Advisors
Texas
$325K – – –
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$265K – – –
PG
30
Proffitt & Goodson
Tennessee
$263K +$263K +8,935 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$4.62K +157 +2%
OWM
32
Orgel Wealth Management
Wisconsin
$203K +$203K +6,889 New
CFD
33
Creative Financial Designs
Indiana
$176K +$176K +5,978 New
RIA
34
RPG Investment Advisory
California
$72K – – –
BCA
35
Bay Colony Advisors
Massachusetts
$63K +$63K +2,136 New
AssetMark Inc
36
AssetMark Inc
California
$24K +$24K +803 New
GRP
37
Global Retirement Partners
California
$21K +$8.44K +292 +67%
TFA
38
Transamerica Financial Advisors
Florida
$21K +$21K +692 New
APA
39
American Portfolios Advisors
New York
$19K +$14.9K +506 +364%
AWMS
40
Advocacy Wealth Management Services
Georgia
$15K – – –
UBS Group
41
UBS Group
Switzerland
$12K -$76.4K -2,545 -86%
IA
42
IFP Advisors
Florida
$11K – – –
CAC
43
Certified Advisory Corp
Florida
$7K – – –
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +100 New
NR
45
Newfound Research
Massachusetts
$1K – – –
HH
46
Hilltop Holdings
Texas
– -$952K -33,726 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$909K -32,178 Closed
AP
48
Advisors Preferred
Maryland
– -$411K -14,554 Closed
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
– -$404K -14,300 Closed
Jane Street
50
Jane Street
New York
– -$288K -10,209 Closed
1
2
3