WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

44 hedge funds and large institutions have $59.1M invested in WisdomTree Equity Premium Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$9.26M
2
GLA
2
Good Life Advisors
Pennsylvania
$1.38M
3
OMC
3
Old Mission Capital
Illinois
$2.7M
4
SIM
4
Stratos Investment Management
Ohio
$6.02M
5
HWM
5
HB Wealth Management
Georgia
$1.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$788K
2
LPL Financial
2
LPL Financial
California
$505K
3
Jane Street
3
Jane Street
New York
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$3.79M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$353K
Name Market Value Shares Shares
Change 		Shares
Change %
RF
26
RHS Financial
California
$221K 7,415 -1,888 -20%
CG
27
Colony Group
Massachusetts
$217K 7,279 -1,980 -21%
APA
28
American Portfolios Advisors
New York
$105K 3,526 -553 -14%
HWMA
29
Heritage Wealth Management (Arizona)
Arizona
$97K 3,263 -1,460 -31%
MIM
30
Macroview Investment Management
Maryland
$70K 2,364 – –
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$65K 2,167 +480 +28%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$59K 2,000 +2,000 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$48K 1,612 -117 -7%
IA
34
IFP Advisors
Florida
$36K 1,072 -180 -14%
SCA
35
Stonebridge Capital Advisors
Minnesota
$36K 1,200 +1,200 New
AF
36
Advisornet Financial
Minnesota
$36K 1,200 +1,200 New
MA
37
MUFG Americas
New York
$21K 700 +700 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.7K 661 – –
CAL
39
Capital Analysts LLC
Pennsylvania
$10K 350 – –
M1FG
40
Mach-1 Financial Group
Arkansas
$4K 141 – –
C
41
Covestor
United Kingdom
$3K 93 -69 -43%
RCM
42
Raleigh Capital Management
North Carolina
$3K 101 -2 -2%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$2K 56 +56 New
Jane Street
44
Jane Street
New York
– – -18,079 Closed
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
– – -512 Closed
AF
46
Allworth Financial
California
– – -356 Closed
Wells Fargo
47
Wells Fargo
California
$0 1 – –
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2