WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

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.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
3
Increased
5
Reduced
17
Closed
3
Calls
–
Puts
$1.04M
Net Calls
-$1.04M
Net Calls Change
-$27K

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$44.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$485K
3
ML
3
McAdam LLC
Pennsylvania
$3.51M
4
SIM
4
Stratos Investment Management
Ohio
$1.49M
5
CTC
5
Central Trust Company
Missouri
$148K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.74M
2
RF
2
RHS Financial
California
$3.67M
3
SEI Investments
3
SEI Investments
Pennsylvania
$3.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$824K
5
UBS Group
5
UBS Group
Switzerland
$240K
Name Market Value Shares Shares
Change 		Shares
Change %
WCG
26
Weaver Consulting Group
California
$35K 1,300 – –
CSPIA
27
Cary Street Partners Investment Advisory
Virginia
$28K 1,050 -7,100 -87%
APA
28
American Portfolios Advisors
New York
$27.5K 1,028 +2 +0.2%
RIA
29
RPG Investment Advisory
California
$27K 1,000 – –
AWMS
30
Advocacy Wealth Management Services
Georgia
$14K 503 – –
William Blair & Company
31
William Blair & Company
Illinois
$9K 344 – –
PG
32
Proffitt & Goodson
Tennessee
$7K 271 – –
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
– – -2,208 Closed
PAG
34
Private Advisor Group
New Jersey
– – -2,142 Closed
MWP
35
Meridian Wealth Partners
Pennsylvania
– – -799 Closed
WFA
36
Wade Financial Advisory
California
– – – –
IA
37
IFP Advisors
Florida
– – – –
BPA
38
Beacon Pointe Advisors
California
– – – –
HighTower Advisors
39
HighTower Advisors
Illinois
– – – –
OWM
40
Opes Wealth Management
California
– – – –
Wells Fargo
41
Wells Fargo
California
– – – –
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
JCM
43
Jacobi Capital Management
Pennsylvania
$0 9 +9 New
1
2