WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

35 hedge funds and large institutions have $32.7M invested in WisdomTree Equity Premium Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
12
Reduced
10
Closed
9
Calls
–
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.47M
2
RJT
2
Raymond James Trust
Florida
$1.08M
3
AWM
3
AE Wealth Management
Kansas
$492K
4
SIM
4
Stratos Investment Management
Ohio
$2.29M
5
SEI Investments
5
SEI Investments
Pennsylvania
$4.09M

Top Sellers

1
LWA
1
Lenox Wealth Advisors
New York
$288K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$221K
4
Bank of America
4
Bank of America
North Carolina
$919K
5
RF
5
RHS Financial
California
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$38K 1,205 – –
APA
27
American Portfolios Advisors
New York
$30.4K 958 +115 +14%
HI
28
Harbour Investments
Wisconsin
$22K 700 +300 +75%
AWMS
29
Advocacy Wealth Management Services
Georgia
$16K 503 – –
William Blair & Company
30
William Blair & Company
Illinois
$11K 344 – –
AF
31
Allworth Financial
California
$11K 356 +356 New
M1FG
32
Mach-1 Financial Group
Arkansas
$7K 229 +23 +11%
ASN
33
Advisory Services Network
Georgia
$7K 224 +224 New
Citadel Advisors
34
Citadel Advisors
Florida
– – -36,081 Closed
CW
35
CreativeOne Wealth
Kansas
– – -14,847 Closed
KAS
36
Kestra Advisory Services
Texas
– – -11,924 Closed
CSPIA
37
Cary Street Partners Investment Advisory
Virginia
– – -11,424 Closed
UCFA
38
United Capital Financial Advisors
Texas
– – -9,908 Closed
GM
39
GeoWealth Management
Illinois
– – -4,352 Closed
CAC
40
Certified Advisory Corp
Florida
– – -542 Closed
AIC
41
Ameritas Investment Company
Nebraska
– – -292 Closed
AWA
42
Arkadios Wealth Advisors
Georgia
– – -44 Closed
IA
43
IFP Advisors
Florida
– – – –
HighTower Advisors
44
HighTower Advisors
Illinois
– – – –
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
Citigroup
46
Citigroup
New York
$0 1 – –
Wells Fargo
47
Wells Fargo
California
$0 1 +1 New
1
2