WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

34 hedge funds and large institutions have $85.5M invested in WisdomTree Equity Premium Income Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
4
Increased
9
Reduced
13
Closed
7
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$166K

Top Buyers

1
RF
1
RHS Financial
California
$4.92M
2
LWA
2
Lenox Wealth Advisors
New York
$41.1M
3
HB
3
Homrich & Berg
Georgia
$1.21M
4
ML
4
McAdam LLC
Pennsylvania
$3.1M
5
CW
5
CreativeOne Wealth
Kansas
$366K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$10.2M
2
UBS Group
2
UBS Group
Switzerland
$636K
3
Jane Street
3
Jane Street
New York
$0
4
DW
4
Domani Wealth
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$42K 1,697 +447 +36%
WCG
27
Weaver Consulting Group
California
$33K 1,300 +1,300 New
APA
28
American Portfolios Advisors
New York
$25.7K 1,026 -8 -0.8%
RIA
29
RPG Investment Advisory
California
$25K 1,000 – –
MWP
30
Meridian Wealth Partners
Pennsylvania
$20K 799 -267 -25%
CAC
31
Certified Advisory Corp
Florida
$13K 535 – –
AWMS
32
Advocacy Wealth Management Services
Georgia
$13K 503 – –
William Blair & Company
33
William Blair & Company
Illinois
$9K 344 – –
PG
34
Proffitt & Goodson
Tennessee
$7K 271 – –
Jane Street
35
Jane Street
New York
– – -44,729 Closed
DW
36
Domani Wealth
Pennsylvania
– – -41,880 Closed
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
– – -24,428 Closed
IFWM
38
Institute for Wealth Management
Colorado
– – -18,085 Closed
MML Investors Services
39
MML Investors Services
Massachusetts
– – -16,938 Closed
TI
40
Tidal Investments
Wisconsin
– – -14,088 Closed
IA
41
IFP Advisors
Florida
– – -2,609 Closed
HighTower Advisors
42
HighTower Advisors
Illinois
– – – –
Wells Fargo
43
Wells Fargo
California
– – – –
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
BPA
45
Beacon Pointe Advisors
California
– – – –
WFA
46
Wade Financial Advisory
California
– – – –
OWM
47
Opes Wealth Management
California
– – – –
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