WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

44 hedge funds and large institutions have $60.3M invested in WisdomTree Equity Premium Income Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
11
Reduced
16
Closed
4
Calls
–
Puts
$146K
Net Calls
-$146K
Net Calls Change
-$146K

Top Buyers

1
CTC
1
Central Trust Company
Missouri
$7.07M
2
AWM
2
AE Wealth Management
Kansas
$4.01M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.42M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.36M
5
RJT
5
Raymond James Trust
Florida
$2.24M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$728K
2
UBS Group
2
UBS Group
Switzerland
$788K
3
CSPAM
3
Cary Street Partners Asset Management
Virginia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$288K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$279K 7,945 -2,365 -23%
LWA
27
Lenox Wealth Advisors
New York
$195K 5,549 -1,077 -16%
HWMA
28
Heritage Wealth Management (Arizona)
Arizona
$188K 5,355 +5,355 New
APA
29
American Portfolios Advisors
New York
$131K 3,736 +1,297 +53%
MIM
30
Macroview Investment Management
Maryland
$83K 2,364 -1,631 -41%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$59K 1,687 – –
IA
32
IFP Advisors
Florida
$38K 1,252 +1,252 New
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.2K 661 -630 -49%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$21K 607 -55 -8%
AF
35
Allworth Financial
California
$12K 356 – –
CAL
36
Capital Analysts LLC
Pennsylvania
$9K 250 -650 -72%
M1FG
37
Mach-1 Financial Group
Arkansas
$7K 219 – –
MM
38
Main Management
California
$7K 213 +213 New
DB
39
Dravo Bay
Delaware
$5.83K 166 +166 New
AF
40
Advisornet Financial
Minnesota
$5K 137 – –
RCM
41
Raleigh Capital Management
North Carolina
$4K 109 -56 -34%
C
42
Covestor
United Kingdom
$4K 101 -8 -7%
AssetMark Inc
43
AssetMark Inc
California
$4K 124 +113 +1,027%
CSPAM
44
Cary Street Partners Asset Management
Virginia
– – -10,617 Closed
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
– – -5,882 Closed
Citigroup
46
Citigroup
New York
– – -1 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– – -1 Closed
Wells Fargo
48
Wells Fargo
California
$0 1 – –
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
BPA
50
Beacon Pointe Advisors
California
– – – –
1
2