WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

42 hedge funds and large institutions have $44.1M invested in WisdomTree Equity Premium Income Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
12
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.37M
2
SIM
2
Stratos Investment Management
Ohio
$4.94M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.29M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$554K
5
CTC
5
Central Trust Company
Missouri
$583K

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
WANY
3
Wealthspire Advisors (New York)
New York
$0
4
RF
4
RHS Financial
California
$523K
5
RJT
5
Raymond James Trust
Florida
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$196K 5,704 +4,245 +291%
MIM
27
Macroview Investment Management
Maryland
$138K 3,995 – –
APA
28
American Portfolios Advisors
New York
$84.2K 2,439 +1,662 +214%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$58K 1,687 – –
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.6K 1,291 – –
CAL
31
Capital Analysts LLC
Pennsylvania
$31K 900 +900 New
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$23K 662 – –
AF
33
Allworth Financial
California
$12K 356 – –
HI
34
Harbour Investments
Wisconsin
$10K 300 -400 -57%
M1FG
35
Mach-1 Financial Group
Arkansas
$7K 219 +219 New
AF
36
Advisornet Financial
Minnesota
$5K 137 +137 New
C
37
Covestor
United Kingdom
$4K 109 +109 New
RCM
38
Raleigh Capital Management
North Carolina
$4K 165 +165 New
KWM
39
Kingsview Wealth Management
Oregon
– – -25,227 Closed
OMC
40
Old Mission Capital
Illinois
– – -11,387 Closed
WANY
41
Wealthspire Advisors (New York)
New York
– – -8,924 Closed
Citigroup
42
Citigroup
New York
$0 1 – –
Wells Fargo
43
Wells Fargo
California
$0 1 – –
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$0 1 +1 New
AssetMark Inc
46
AssetMark Inc
California
$0 11 +11 New
1
2