WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

47 hedge funds and large institutions have $62.6M invested in WisdomTree Equity Premium Income Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
47
Holders Change
+12
Holders Change %
+34.29%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
9
Closed
1
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.54M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.39M
3
AC
3
Avestar Capital
New York
$3.81M
4
RJT
4
Raymond James Trust
Florida
$3.01M
5
SIM
5
Stratos Investment Management
Ohio
$9.18M

Top Sellers

1
GWSA
1
Global Wealth Strategies & Associates
Colorado
$59K
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
AWM
3
AE Wealth Management
Kansas
$321K
4
Bank of America
4
Bank of America
North Carolina
$569K
5
UBS Group
5
UBS Group
Switzerland
$734K
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$405K 12,765 +6,284 +97%
RFG
27
REAP Financial Group
Texas
$353K 11,120 +11,120 New
AAS
28
Avantax Advisory Services
Texas
$345K 10,887 +10,887 New
AWM
29
AE Wealth Management
Kansas
$321K 9,985 -3,288 -25%
APW
30
Atlantic Private Wealth
North Carolina
$314K 9,908 – –
PA
31
Pineridge Advisors
Missouri
$310K 9,773 +9,773 New
RJA
32
Raymond James & Associates
Florida
$300K 9,452 – –
Truist Financial
33
Truist Financial
North Carolina
$216K 6,820 +6,820 New
Wells Fargo
34
Wells Fargo
California
$122K 3,852 +3,851 +385,100%
HI
35
Harbour Investments
Wisconsin
$82.8K 2,613 +2,613 New
OP
36
ORG Partners
Indiana
$76.1K 2,401 +2,401 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$63.2K 1,994 -16 -0.8%
GWSA
38
Global Wealth Strategies & Associates
Colorado
$59K 1,861 -178,801 -99%
MIM
39
Macroview Investment Management
Maryland
$38.5K 1,215 -451 -27%
TFG
40
Team Financial Group
California
$33.1K 1,044 -161 -13%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21K 661 – –
Kayne Anderson Rudnick Investment Management
42
Kayne Anderson Rudnick Investment Management
California
$19.9K 625 +625 New
C
43
Covestor
United Kingdom
$2K 73 +2 +3%
FFA
44
Farther Finance Advisors
California
$1.74K 55 – –
SAM
45
Smartleaf Asset Management
Massachusetts
$1.24K 39 +39 New
CAS
46
Coppell Advisory Solutions
Texas
$282 9 +9 New
DFA
47
DHJJ Financial Advisors
Illinois
$64 2 – –
SEI Investments
48
SEI Investments
Pennsylvania
– – -160,466 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2