WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

41 hedge funds and large institutions have $58M invested in WisdomTree Equity Premium Income Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CTC
1
Central Trust Company
Missouri
$8.81M
2
LPL Financial
2
LPL Financial
California
$1.86M
3
OMC
3
Old Mission Capital
Illinois
$1.44M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.31M
5
Jane Street
5
Jane Street
New York
$578K

Top Sellers

1
CSPIA
1
Cary Street Partners Investment Advisory
Virginia
$793K
2
SEI Investments
2
SEI Investments
Pennsylvania
$4.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$55K
4
RF
4
RHS Financial
California
$297K
5
UBS Group
5
UBS Group
Switzerland
$674K
Name Market Value Shares Shares
Change 		Shares
Change %
RF
26
RHS Financial
California
$297K 9,303 -5,243 -36%
CG
27
Colony Group
Massachusetts
$296K 9,259 -304 -3%
HWMA
28
Heritage Wealth Management (Arizona)
Arizona
$151K 4,723 -632 -12%
APA
29
American Portfolios Advisors
New York
$130K 4,079 +343 +9%
MIM
30
Macroview Investment Management
Maryland
$76K 2,364 – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$55K 1,729 -6,216 -78%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$54K 1,687 – –
IA
33
IFP Advisors
Florida
$38K 1,252 – –
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.1K 661 – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$16K 512 -95 -16%
AF
36
Allworth Financial
California
$11K 356 – –
CAL
37
Capital Analysts LLC
Pennsylvania
$11K 350 +100 +40%
C
38
Covestor
United Kingdom
$5K 162 +61 +60%
M1FG
39
Mach-1 Financial Group
Arkansas
$4K 141 -78 -36%
RCM
40
Raleigh Capital Management
North Carolina
$3K 103 -6 -6%
MM
41
Main Management
California
– – -213 Closed
DB
42
Dravo Bay
Delaware
– – -166 Closed
AF
43
Advisornet Financial
Minnesota
– – -137 Closed
AssetMark Inc
44
AssetMark Inc
California
– – -124 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
46
Wells Fargo
California
$0 1 – –
BPA
47
Beacon Pointe Advisors
California
– – – –
1
2