WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

35 hedge funds and large institutions have $50.5M invested in WisdomTree Equity Premium Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
14
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Avestar Capital
New York
$2.88M
2
OMC
2
Old Mission Capital
Illinois
$653K
3
OWM
3
Opes Wealth Management
California
$2.41M
4
SIM
4
Stratos Investment Management
Ohio
$8.23M
5
GWSA
5
Global Wealth Strategies & Associates
Colorado
$5.55M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$408K
2
UBS Group
2
UBS Group
Switzerland
$747K
3
HWM
3
HB Wealth Management
Georgia
$566K
4
T
4
TRUADVICE
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$199K 6,481 +1,875 +41%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$65K 2,119 -560 -21%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$61.7K 2,010 +500 +33%
MIM
29
Macroview Investment Management
Maryland
$51.2K 1,666 -105 -6%
TFG
30
Team Financial Group
California
$37K 1,205 +1,205 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.3K 661 – –
C
32
Covestor
United Kingdom
$2K 71 -15 -17%
FFA
33
Farther Finance Advisors
California
$1.69K 55 – –
DFA
34
DHJJ Financial Advisors
Illinois
$62 2 +2 New
Wells Fargo
35
Wells Fargo
California
$40 1 – –
T
36
TRUADVICE
Florida
– – -8,921 Closed
CFGS
37
Concourse Financial Group Securities
Alabama
– – – –
1
2