WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

48 hedge funds and large institutions have $159M invested in WisdomTree Equity Premium Income Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
11
Reduced
22
Closed
10
Calls
–
Puts
$342K
Net Calls
-$342K
Net Calls Change
+$2.56M

Top Buyers

1
OWM
1
Opes Wealth Management
California
$3.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.78M
3
Jane Street
3
Jane Street
New York
$1.16M
4
SIM
4
Stratos Investment Management
Ohio
$1.05M
5
WB
5
WesBanco Bank
West Virginia
$778K

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$0
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
IDA
3
Intelligence Driven Advisers
California
$1.22M
4
Bank of America
4
Bank of America
North Carolina
$21.9M
5
AssetMark Inc
5
AssetMark Inc
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$423K 15,361 -832 -5%
TI
27
Tidal Investments
Wisconsin
$405K 14,707 -276 -2%
CG
28
Colony Group
Massachusetts
$397K 14,420 -30 -0.2%
LPL Financial
29
LPL Financial
California
$390K 14,156 -15,989 -53%
UCFA
30
United Capital Financial Advisors
Texas
$351K 12,757 +12,757 New
PWMAG
31
Pinnacle Wealth Management Advisory Group
New Jersey
$342K 12,430 +280 +2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$297K 10,772 -376 -3%
Allianz Asset Management
33
Allianz Asset Management
Germany
$261K 9,479 +9,479 New
CFD
34
Creative Financial Designs
Indiana
$236K 8,475 -1,093 -11%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K 8,184 – –
SFM
36
Signet Financial Management
New Jersey
$202K 7,170 -2,812 -28%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$98K 3,567 -7,122 -67%
HNB
38
Huntington National Bank
Ohio
– – – –
MM
39
Main Management
California
$37K 1,346 +295 +28%
NFG
40
Next Financial Group
Texas
$36K 1,300 – –
UBS Group
41
UBS Group
Switzerland
$33K 1,210 -810 -40%
RIA
42
RPG Investment Advisory
California
$28K 1,000 – –
APA
43
American Portfolios Advisors
New York
$23.6K 856 -7 -0.8%
CAC
44
Certified Advisory Corp
Florida
$15K 527 – –
AWMS
45
Advocacy Wealth Management Services
Georgia
$14K 503 – –
PG
46
Proffitt & Goodson
Tennessee
$7K 271 – –
William Blair & Company
47
William Blair & Company
Illinois
$3K 100 +100 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$3K 102 +102 New
ACA
49
Atlas Capital Advisors
Wyoming
$298 10 +10 New
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
– – -664,780 Closed
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2
3