WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

33 hedge funds and large institutions have $57.3M invested in WisdomTree Equity Premium Income Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
12
Reduced
13
Closed
8
Calls
–
Puts
$129K
Net Calls
-$129K
Net Calls Change
-$36K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$11.3M
2
SIM
2
Stratos Investment Management
Ohio
$7.34M
3
CAN
3
Cetera Advisor Networks
California
$1.34M
4
GWSA
4
Global Wealth Strategies & Associates
Colorado
$4.87M
5
PAG
5
Private Advisor Group
New Jersey
$548K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$74K
2
CSPAM
2
Cary Street Partners Asset Management
Virginia
$0
3
CTC
3
Central Trust Company
Missouri
$1.87M
4
GLA
4
Good Life Advisors
Pennsylvania
$0
5
HWM
5
HB Wealth Management
Georgia
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$125K 4,011 -3,120 -44%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$74K 2,377 -305,251 -99%
MIM
28
Macroview Investment Management
Maryland
$54.2K 1,746 -659 -27%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$46.7K 1,506 +1,163 +339%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.5K 661 – –
AWM
31
Avior Wealth Management
Nebraska
$13.2K 426 +426 New
C
32
Covestor
United Kingdom
$3K 86 -13 -13%
FFA
33
Farther Finance Advisors
California
$1.71K 55 – –
Wells Fargo
34
Wells Fargo
California
– – -191 Closed
CSPAM
35
Cary Street Partners Asset Management
Virginia
– – -50,801 Closed
GLA
36
Good Life Advisors
Pennsylvania
– – -38,045 Closed
GVAG
37
Great Valley Advisor Group
Delaware
– – -10,094 Closed
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
– – -2,065 Closed
IA
39
IFP Advisors
Florida
– – -748 Closed
CAL
40
Capital Analysts LLC
Pennsylvania
– – -150 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– – -35 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
1
2