WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

52 hedge funds and large institutions have $156M invested in WisdomTree Equity Premium Income Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
17
Reduced
18
Closed
4
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$2K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$7.72M
2
Jane Street
2
Jane Street
New York
$3.19M
3
SEI Investments
3
SEI Investments
Pennsylvania
$2.05M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.64M
5
KWM
5
Kingsview Wealth Management
Oregon
$815K

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
RFC
2
Regions Financial Corp
Alabama
$19K
3
PAG
3
Private Advisory Group
Washington
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$7.86M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$399K -$8.88K -290 -2%
SFM
27
Signet Financial Management
New Jersey
$355K +$2.18K +71 +0.6%
UCFA
28
United Capital Financial Advisors
Texas
$338K – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$316K -$77.2K -2,520 -20%
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$276K – – –
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K +$25.3K +825 +10%
PG
32
Proffitt & Goodson
Tennessee
$249K -$24.9K -811 -9%
CFD
33
Creative Financial Designs
Indiana
$209K +$25.5K +830 +14%
OWM
34
Orgel Wealth Management
Wisconsin
$206K -$5.43K -177 -3%
GRP
35
Global Retirement Partners
California
$41K +$18.8K +616 +85%
NFG
36
Next Financial Group
Texas
$40K +$40K +1,300 New
RIA
37
RPG Investment Advisory
California
$31K -$45.2K -1,457 -59%
WCAMG
38
Woodard & Company Asset Management Group
North Carolina
$31K +$31K +1,000 New
AssetMark Inc
39
AssetMark Inc
California
$25K +$578 +19 +2%
MM
40
Main Management
California
$25K +$25K +826 New
APA
41
American Portfolios Advisors
New York
$20.9K +$1.13K +37 +6%
RFC
42
Regions Financial Corp
Alabama
$19K -$1.59M -51,160 -99%
AWMS
43
Advocacy Wealth Management Services
Georgia
$15K – – –
UBS Group
44
UBS Group
Switzerland
$13K +$1.16K +39 +10%
IA
45
IFP Advisors
Florida
$9K -$2.27K -72 -20%
CAC
46
Certified Advisory Corp
Florida
$8K – – –
BA
47
Ballew Advisors
Mississippi
$7K +$7K +240 New
GWM
48
Geneos Wealth Management
Colorado
$7K +$7K +249 New
TFA
49
Transamerica Financial Advisors
Florida
$5K -$16.8K -533 -77%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
1
2
3