WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

45 hedge funds and large institutions have $63M invested in WisdomTree Equity Premium Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
15
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$1.47M
2
SIM
2
Stratos Investment Management
Ohio
$10.7M
3
CWM
3
Castle Wealth Management
Florida
$654K
4
LPL Financial
4
LPL Financial
California
$975K
5
PCMF
5
Private Capital Management (Florida)
Florida
$1.61M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$643K
2
OMC
2
Old Mission Capital
Illinois
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$847K
5
PAG
5
Private Advisor Group
New Jersey
$496K
Name Market Value Shares Shares
Change 		Shares
Change %
APW
26
Atlantic Private Wealth
North Carolina
$330K 9,908 – –
AAS
27
Avantax Advisory Services
Texas
$326K 9,804 -1,083 -10%
RJA
28
Raymond James & Associates
Florida
$315K 9,452 – –
HighTower Advisors
29
HighTower Advisors
Illinois
$299K 8,982 +8,982 New
RFG
30
REAP Financial Group
Texas
$294K 8,824 -2,296 -21%
GBWM
31
Granite Bay Wealth Management
New Hampshire
$257K 7,723 -5,877 -43%
HI
32
Harbour Investments
Wisconsin
$178K 5,332 +2,719 +104%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$86K 2,574 -10,342 -80%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$67.1K 2,016 +22 +1%
GWSA
35
Global Wealth Strategies & Associates
Colorado
$60.8K 1,825 -36 -2%
MIM
36
Macroview Investment Management
Maryland
$41.7K 1,252 +37 +3%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K 661 – –
Kayne Anderson Rudnick Investment Management
38
Kayne Anderson Rudnick Investment Management
California
$20.8K 625 – –
GWM
39
Geneos Wealth Management
Colorado
$11.7K 350 +350 New
C
40
Covestor
United Kingdom
$3K 76 +3 +4%
FFA
41
Farther Finance Advisors
California
$1.83K 55 – –
SAM
42
Smartleaf Asset Management
Massachusetts
$1.3K 39 – –
MTIC
43
Missouri Trust & Investment Company
Missouri
$300 9 +9 New
DFA
44
DHJJ Financial Advisors
Illinois
$67 2 – –
Wells Fargo
45
Wells Fargo
California
$47 1 -3,851 -100%
OMC
46
Old Mission Capital
Illinois
– – -33,283 Closed
MML Investors Services
47
MML Investors Services
Massachusetts
– – -21,211 Closed
AWM
48
AE Wealth Management
Kansas
– – -9,985 Closed
Truist Financial
49
Truist Financial
North Carolina
– – -6,820 Closed
OP
50
ORG Partners
Indiana
– – -2,401 Closed
1
2
3