WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

38 hedge funds and large institutions have $78.4M invested in WisdomTree Equity Premium Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
9
Reduced
14
Closed
5
Calls
–
Puts
$1.18M
Net Calls
-$1.18M
Net Calls Change
-$144K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.08M
2
OMC
2
Old Mission Capital
Illinois
$448K
3
KAS
3
Kestra Advisory Services
Texas
$412K
4
RJA
4
Raymond James & Associates
Florida
$401K
5
UBS Group
5
UBS Group
Switzerland
$487K

Top Sellers

1
CWM
1
Cabot Wealth Management
Massachusetts
$0
2
ML
2
McAdam LLC
Pennsylvania
$206K
3
Bank of America
3
Bank of America
North Carolina
$2.99M
4
FEG
4
Financial Enhancement Group
Indiana
$0
5
RF
5
RHS Financial
California
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.9K 3,325 – –
CWM
27
Curi Wealth Management
North Carolina
$84K 2,972 +2,972 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$48K 1,697 – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$31K 1,080 -1,470 -58%
APA
30
American Portfolios Advisors
New York
$24.1K 843 -185 -18%
AWMS
31
Advocacy Wealth Management Services
Georgia
$14K 503 – –
William Blair & Company
32
William Blair & Company
Illinois
$10K 344 – –
PG
33
Proffitt & Goodson
Tennessee
$8K 271 – –
ASN
34
Advisory Services Network
Georgia
$6K 224 +224 New
M1FG
35
Mach-1 Financial Group
Arkansas
$3K 131 +131 New
CCC
36
Crescent Capital Consulting
Louisiana
$2K 72 +72 New
CWM
37
Cabot Wealth Management
Massachusetts
– – -139,076 Closed
FEG
38
Financial Enhancement Group
Indiana
– – -41,490 Closed
WCG
39
Weaver Consulting Group
California
– – -1,300 Closed
RIA
40
RPG Investment Advisory
California
– – -1,000 Closed
JCM
41
Jacobi Capital Management
Pennsylvania
– – -9 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
HighTower Advisors
43
HighTower Advisors
Illinois
– – – –
IA
44
IFP Advisors
Florida
– – – –
OWM
45
Opes Wealth Management
California
– – – –
Wells Fargo
46
Wells Fargo
California
– – – –
Citigroup
47
Citigroup
New York
$0 1 +1 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$0 1 +1 New
1
2