WisdomTree Equity Premium Income Fund
WTPI
33 hedge funds and large institutions have $82.9M invested in WisdomTree Equity Premium Income Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 3 closing their positions.
1.63% more ownership
Funds ownership: 70.37% → 72% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less capital invested
Capital invested by funds: $85.5M → $82.9M (-$2.6M)
3% less funds holding
Funds holding: 34 → 33 (-1)
71% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 17
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.04M
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.96M |
| 2 |
RF
RHS Financial
San Francisco,
California
|
-$1.55M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$696K |
| 4 |
Morgan Stanley
New York
|
-$677K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$430K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCG
26
Weaver Consulting Group
Huntington Beach,
California
| $35K | – | – | – |
|
|
CSPIA
27
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $28K | -$186K | -7,100 | -87% |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $27.5K | +$52 | +2 | +0.2% |
|
|
RIA
29
RPG Investment Advisory
Pleasanton,
California
| $27K | – | – | – |
|
|
AWMS
30
Advocacy Wealth Management Services
Atlanta,
Georgia
| $14K | – | – | – |
|
31
William Blair & Company
Chicago,
Illinois
| $9K | – | – | – |
|
|
PG
32
Proffitt & Goodson
Knoxville,
Tennessee
| $7K | – | – | – |
|
|
BBPWM
33
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$60K | -2,208 | Closed |
|
|
PAG
34
Private Advisor Group
Morristown,
New Jersey
| – | -$54K | -2,142 | Closed |
|
|
MWP
35
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$20K | -799 | Closed |
|
|
JCM
36
Jacobi Capital Management
Pittston,
Pennsylvania
| – | +$235 | +9 | New |
|
WTPI Hedge Fund Activity: Q3 2020 in Review
33 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2020, worth a combined $82.9M — down 3% from $85.5M a quarter earlier.
Fund positioning in WTPI was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 17 trimmed.
The largest buyer was Lenox Wealth Advisors, adding an estimated $626K. The largest seller was Bank of America, cutting an estimated $5.96M.
- 33 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2020, down from 34 in Q2 2020.
- Funds reported $82.9M of WisdomTree Equity Premium Income Fund stock for Q3 2020, down 3% quarter-over-quarter.
- 3 funds opened new WisdomTree Equity Premium Income Fund positions in Q3 2020 and 3 closed out, a net change of 0 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q3 2020 was Lenox Wealth Advisors, an estimated $626K added.
- The largest WisdomTree Equity Premium Income Fund seller in Q3 2020 was Bank of America, an estimated $5.96M sold.
Based on aggregated 13F filings for Q3 2020.