WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

44 hedge funds and large institutions have $158M invested in WisdomTree Equity Premium Income Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
17
Reduced
14
Closed
5
Calls
–
Puts
$3.98M
Net Calls
-$3.98M
Net Calls Change
-$860K

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$44.5M
2
DW
2
Domani Wealth
Pennsylvania
$882K
3
HB
3
Homrich & Berg
Georgia
$505K
4
MIM
4
Macroview Investment Management
Maryland
$982K
5
ML
5
McAdam LLC
Pennsylvania
$2.79M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
IDA
3
Intelligence Driven Advisers
California
$0
4
RF
4
RHS Financial
California
$3.38M
5
FWM
5
Frontier Wealth Management
Missouri
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
TI
26
Tidal Investments
Wisconsin
$357K 12,568 -2,789 -18%
PWMAG
27
Pinnacle Wealth Management Advisory Group
New Jersey
$347K 12,170 -1,380 -10%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$268K 9,399 +92 +1%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K 8,334 +450 +6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$222K 7,783 -2,602 -25%
CFD
31
Creative Financial Designs
Indiana
$177K 6,200 -1,350 -18%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$110K 3,867 +300 +8%
PA
33
Parallel Advisors
California
$106K 3,721 +3,721 New
IA
34
IFP Advisors
Florida
$73K 2,570 +2,570 New
UBS Group
35
UBS Group
Switzerland
$51K 1,786 +1,786 New
NFG
36
Next Financial Group
Texas
$37K 1,300 – –
APA
37
American Portfolios Advisors
New York
$34.5K 1,210 +371 +44%
RIA
38
RPG Investment Advisory
California
$28K 1,000 – –
MWP
39
Meridian Wealth Partners
Pennsylvania
$28K 979 +979 New
CAC
40
Certified Advisory Corp
Florida
$15K 535 +8 +2%
AWMS
41
Advocacy Wealth Management Services
Georgia
$14K 503 – –
CTC
42
Central Trust Company
Missouri
$11K 377 +377 New
PG
43
Proffitt & Goodson
Tennessee
$8K 271 – –
LC
44
Lindbrook Capital
California
$2K 55 +55 New
Jane Street
45
Jane Street
New York
– – -22,462 Closed
Citadel Advisors
46
Citadel Advisors
Florida
– – -10,874 Closed
IDA
47
Intelligence Driven Advisers
California
– – -10,395 Closed
MM
48
Main Management
California
– – -1,416 Closed
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
– – -477 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2
3