WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

50 hedge funds and large institutions have $175M invested in WisdomTree Equity Premium Income Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
50
Holders Change
-8
Holders Change %
-13.79%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
7
Increased
19
Reduced
19
Closed
14
Calls
–
Puts
$2.9M
Net Calls
-$2.9M
Net Calls Change
-$11K

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$37.4M
2
AssetMark Inc
2
AssetMark Inc
California
$1.07M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$986K
4
SEI Investments
4
SEI Investments
Pennsylvania
$3.36M
5
IDA
5
Intelligence Driven Advisers
California
$3.18M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$2.79M
3
SAM
3
Stringer Asset Management
Tennessee
$0
4
RJA
4
Raymond James & Associates
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
26
Tidal Investments
Wisconsin
$403K -$584K -21,727 -59%
CG
27
Colony Group
Massachusetts
$389K +$14.8K +549 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$360K +$360K +13,353 New
DW
29
Domani Wealth
Pennsylvania
$335K -$45.4K -1,685 -12%
BSAM
30
Blue Sky Asset Management
Colorado
$329K +$329K +12,233 New
PWMAG
31
Pinnacle Wealth Management Advisory Group
New Jersey
$327K +$327K +12,150 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$300K +$43.6K +1,621 +17%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$288K -$28.9K -1,073 -9%
SFM
34
Signet Financial Management
New Jersey
$272K +$1.04K +38 +0.4%
CFD
35
Creative Financial Designs
Indiana
$258K -$1.75K -65 -0.7%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$242K – – –
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K -$26.9K -1,000 -11%
UBS Group
38
UBS Group
Switzerland
$55K +$2.8K +103 +5%
NFG
39
Next Financial Group
Texas
$35K – – –
NFH
40
NEXT Financial Holdings
Texas
$35K +$35K +1,300 New
GRP
41
Global Retirement Partners
California
$34K -$8.48K -313 -20%
MM
42
Main Management
California
$28K +$4.64K +174 +20%
RIA
43
RPG Investment Advisory
California
$27K – – –
APA
44
American Portfolios Advisors
New York
$23.2K +$1.91K +71 +9%
AWMS
45
Advocacy Wealth Management Services
Georgia
$14K – – –
CAC
46
Certified Advisory Corp
Florida
$14K +$6.99K +263 +100%
PG
47
Proffitt & Goodson
Tennessee
$7K +$1.68K +65 +32%
AWA
48
Arete Wealth Advisors
Illinois
– -$9.68M -380,367 Closed
SAM
49
Stringer Asset Management
Tennessee
– -$3.15M -123,836 Closed
RJA
50
Raymond James & Associates
Florida
– -$2.93M -115,197 Closed
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