WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

39 hedge funds and large institutions have $66.6M invested in WisdomTree Equity Premium Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
14
Reduced
15
Closed
9
Calls
–
Puts
$93K
Net Calls
-$93K
Net Calls Change
-$93K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.24M
2
CSPAM
2
Cary Street Partners Asset Management
Virginia
$1.53M
3
HWM
3
HB Wealth Management
Georgia
$2.72M
4
SIM
4
Stratos Investment Management
Ohio
$6.33M
5
SEI Investments
5
SEI Investments
Pennsylvania
$4M

Top Sellers

1
CTC
1
Central Trust Company
Missouri
$3.11M
2
OMC
2
Old Mission Capital
Illinois
$895K
3
LPL Financial
3
LPL Financial
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$404K
5
GLA
5
Good Life Advisors
Pennsylvania
$1.14M
Name Market Value Shares Shares
Change 		Shares
Change %
APW
26
Atlantic Private Wealth
North Carolina
$298K 9,908 – –
T
27
TRUADVICE
Florida
$287K 9,322 -286 -3%
CSPIA
28
Cary Street Partners Investment Advisory
Virginia
$214K 7,131 -4,700 -40%
HWMA
29
Heritage Wealth Management (Arizona)
Arizona
$189K 6,294 +3,031 +93%
MIM
30
Macroview Investment Management
Maryland
$72.2K 2,405 +41 +2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$62K 2,065 +65 +3%
IA
32
IFP Advisors
Florida
$22K 748 -324 -30%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.9K 661 – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$11K 343 -1,824 -84%
Wells Fargo
35
Wells Fargo
California
$5.74K 191 +190 +19,000%
CAL
36
Capital Analysts LLC
Pennsylvania
$5K 150 -200 -57%
C
37
Covestor
United Kingdom
$3K 99 +6 +6%
FFA
38
Farther Finance Advisors
California
$1.65K 55 +55 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.05K 35 +35 New
LPL Financial
40
LPL Financial
California
– – -16,934 Closed
RF
41
RHS Financial
California
– – -7,415 Closed
CG
42
Colony Group
Massachusetts
– – -7,279 Closed
SCA
43
Stonebridge Capital Advisors
Minnesota
– – -1,200 Closed
AF
44
Advisornet Financial
Minnesota
– – -1,200 Closed
MA
45
MUFG Americas
New York
– – -700 Closed
M1FG
46
Mach-1 Financial Group
Arkansas
– – -141 Closed
RCM
47
Raleigh Capital Management
North Carolina
– – -101 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
– – -56 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2