WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

58 hedge funds and large institutions have $187M invested in WisdomTree Equity Premium Income Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
14
Reduced
18
Closed
12
Calls
–
Puts
$2.89M
Net Calls
-$2.89M
Net Calls Change
-$2.89M

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$33.8M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$16.9M
3
AWA
3
Arete Wealth Advisors
Illinois
$9.68M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.36M
5
ML
5
McAdam LLC
Pennsylvania
$1.68M

Top Sellers

1
BSAM
1
Blue Sky Asset Management
Colorado
$0
2
DP
2
Denver PWM
Colorado
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$244K
4
Bank of America
4
Bank of America
North Carolina
$21.3M
5
WB
5
WesBanco Bank
West Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$714K 28,060 +28,060 New
CM
27
Columbus Macro
Pennsylvania
$672K 26,398 +26,398 New
OA
28
Opes Advisors
California
$427K 16,766 +16,766 New
MML Investors Services
29
MML Investors Services
Massachusetts
$417K 16,379 +3,210 +24%
SFS
30
Searcy Financial Services
Kansas
$359K 14,097 +14,097 New
DW
31
Domani Wealth
Pennsylvania
$359K 14,108 +14,108 New
CG
32
Colony Group
Massachusetts
$354K 13,901 +312 +2%
MIM
33
Macroview Investment Management
Maryland
$300K 11,777 +11,777 New
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$299K 11,762 -1,268 -10%
SFM
35
Signet Financial Management
New Jersey
$253K 9,944 -1,626 -14%
CFD
36
Creative Financial Designs
Indiana
$245K 9,633 +2,825 +41%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$244K 9,527 -76,628 -89%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$234K 9,184 +246 +3%
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$229K 9,000 – –
TSS
40
Two Sigma Securities
New York
$220K 8,630 +8,630 New
UBS Group
41
UBS Group
Switzerland
$49K 1,917 +1,478 +337%
GRP
42
Global Retirement Partners
California
$40K 1,568 +225 +17%
NFG
43
Next Financial Group
Texas
$33K 1,300 – –
RIA
44
RPG Investment Advisory
California
$25K 1,000 – –
MM
45
Main Management
California
$22K 877 +51 +6%
APA
46
American Portfolios Advisors
New York
$20.2K 792 +110 +16%
RCG
47
Ruggie Capital Group
Florida
$17K 659 +659 New
RFC
48
Regions Financial Corp
Alabama
$16K 612 – –
AWMS
49
Advocacy Wealth Management Services
Georgia
$13K 503 – –
IA
50
IFP Advisors
Florida
$7K 285 – –
1
2
3