WTPI

WisdomTree Equity Premium Income Fund
WTPI

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.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

6.65% less ownership

Funds ownership: 65.29% → 58.65% (-6.6%)

18% less capital invested

Capital invested by funds: $61.4M → $50.5M (-$10.9M)

Holders
35
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.88M
2
+$653K
3
+$563K
4
SIM
Stratos Investment Management
Ohio
+$540K
5
GWSA
Global Wealth Strategies & Associates
Colorado
+$465K

Top Sellers

1
-$13.1M
2
-$524K
3
-$439K
4
T
TRUADVICE
Florida
-$287K
5
Morgan Stanley
Morgan Stanley
New York
-$80K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$199K
27
$65K
28
$61.7K
29
$51.2K
30
$37K
31
$20.3K
32
$2K
33
$1.69K
34
$62
35
$40
36
–
1
2