WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

41 hedge funds and large institutions have $149M invested in WisdomTree Equity Premium Income Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
1
Increased
11
Reduced
20
Closed
8
Calls
–
Puts
$3.12M
Net Calls
-$3.12M
Net Calls Change
-$2.78M

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$39.3M
2
SEI Investments
2
SEI Investments
Pennsylvania
$4.09M
3
CG
3
Colony Group
Massachusetts
$667K
4
ML
4
McAdam LLC
Pennsylvania
$2.51M
5
SIM
5
Stratos Investment Management
Ohio
$1.11M

Top Sellers

1
OWM
1
Opes Wealth Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.05M
3
Citadel Advisors
3
Citadel Advisors
Florida
$300K
4
IDA
4
Intelligence Driven Advisers
California
$287K
5
WB
5
WesBanco Bank
West Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$352K 12,757 – –
Citadel Advisors
27
Citadel Advisors
Florida
$300K 10,874 -53,825 -83%
IDA
28
Intelligence Driven Advisers
California
$287K 10,395 -33,717 -76%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$287K 10,385 -4,976 -32%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$258K 9,307 -1,465 -14%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$218K 7,884 -300 -4%
CFD
32
Creative Financial Designs
Indiana
$204K 7,550 -925 -11%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$99K 3,567 – –
HNB
34
Huntington National Bank
Ohio
– – – –
MM
35
Main Management
California
$39K 1,416 +70 +5%
NFG
36
Next Financial Group
Texas
$36K 1,300 – –
RIA
37
RPG Investment Advisory
California
$28K 1,000 – –
APA
38
American Portfolios Advisors
New York
$23.2K 839 -17 -2%
CAC
39
Certified Advisory Corp
Florida
$15K 527 – –
AWMS
40
Advocacy Wealth Management Services
Georgia
$14K 503 – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$13K 477 +477 New
PG
42
Proffitt & Goodson
Tennessee
$7K 271 – –
OWM
43
Opes Wealth Management
California
– – -134,236 Closed
WB
44
WesBanco Bank
West Virginia
– – -28,235 Closed
Allianz Asset Management
45
Allianz Asset Management
Germany
– – -9,479 Closed
SFM
46
Signet Financial Management
New Jersey
– – -7,170 Closed
UBS Group
47
UBS Group
Switzerland
– – -1,210 Closed
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
– – -102 Closed
William Blair & Company
49
William Blair & Company
Illinois
– – -100 Closed
ACA
50
Atlas Capital Advisors
Wyoming
– – -10 Closed
1
2
3