WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

37 hedge funds and large institutions have $87.5M invested in WisdomTree Equity Premium Income Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
4
Increased
13
Reduced
15
Closed
10
Calls
–
Puts
$846K
Net Calls
-$846K
Net Calls Change
+$3.14M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.76M
2
Bank of America
2
Bank of America
North Carolina
$19.3M
3
Jane Street
3
Jane Street
New York
$1.01M
4
LWA
4
Lenox Wealth Advisors
New York
$36.2M
5
SIM
5
Stratos Investment Management
Ohio
$1.23M

Top Sellers

1
CCM
1
Crabel Capital Management
California
$9.13M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$85K
3
FAAS
3
First Allied Advisory Services
California
$0
4
CM
4
Columbus Macro
Pennsylvania
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.8K -$113K -5,009 -60%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$59K -$27.5K -1,228 -32%
IA
28
IFP Advisors
Florida
$58K +$867 +39 +2%
CTC
29
Central Trust Company
Missouri
$54K +$45.4K +2,003 +531%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$28K +$28K +1,250 New
MWP
31
Meridian Wealth Partners
Pennsylvania
$24K +$1.96K +87 +9%
APA
32
American Portfolios Advisors
New York
$23.3K -$3.96K -176 -15%
RIA
33
RPG Investment Advisory
California
$23K – – –
CAC
34
Certified Advisory Corp
Florida
$12K – – –
AWMS
35
Advocacy Wealth Management Services
Georgia
$11K – – –
William Blair & Company
36
William Blair & Company
Illinois
$8K +$8K +344 New
PG
37
Proffitt & Goodson
Tennessee
$6K – – –
FAAS
38
First Allied Advisory Services
California
– -$671K -23,625 Closed
CM
39
Columbus Macro
Pennsylvania
– -$634K -22,268 Closed
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
– -$401K -14,082 Closed
FWM
41
Frontier Wealth Management
Missouri
– -$400K -14,055 Closed
PWMAG
42
Pinnacle Wealth Management Advisory Group
New Jersey
– -$347K -12,170 Closed
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
– -$222K -7,783 Closed
CFD
44
Creative Financial Designs
Indiana
– -$177K -6,200 Closed
PA
45
Parallel Advisors
California
– -$106K -3,721 Closed
NFG
46
Next Financial Group
Texas
– -$37K -1,300 Closed
LC
47
Lindbrook Capital
California
– -$2K -55 Closed
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