WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

49 hedge funds and large institutions have $57.9M invested in WisdomTree Equity Premium Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
17
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S4W
1
Solutions 4 Wealth
Texas
$1.95M
2
CSPAM
2
Cary Street Partners Asset Management
Virginia
$2.33M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$1.8M
4
Jane Street
4
Jane Street
New York
$1.08M
5
CAM
5
Cresset Asset Management
Illinois
$967K

Top Sellers

1
SIM
1
Stratos Investment Management
Ohio
$0
2
TPI
2
Trust Point Inc
Wisconsin
$7.76M
3
RJT
3
Raymond James Trust
Florida
$1.36M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
CTC
5
Central Trust Company
Missouri
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
26
Klingman & Associates
New York
$448K 13,435 – –
AWA
27
Arkadios Wealth Advisors
Georgia
$394K 11,812 +11,812 New
PA
28
Pineridge Advisors
Missouri
$379K 11,374 +679 +6%
APW
29
Atlantic Private Wealth
North Carolina
$331K 9,908 – –
Bank of America
30
Bank of America
North Carolina
$321K 9,624 -6,555 -41%
AAS
31
Avantax Advisory Services
Texas
$278K 8,345 -1,459 -15%
OC
32
Oppenheimer & Co
New York
$231K 6,935 +6,935 New
HI
33
Harbour Investments
Wisconsin
$225K 6,733 +1,401 +26%
RFG
34
REAP Financial Group
Texas
$201K 6,032 -2,792 -32%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$134K 4,024 +4,024 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$98K 2,950 +376 +15%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$67.2K 2,014 -2 -0.1%
GWSA
38
Global Wealth Strategies & Associates
Colorado
$51.1K 1,533 -292 -16%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$47.8K 1,434 +1,434 New
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$33.9K 1,000 +1,000 New
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.1K 661 – –
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.7K 500 +500 New
ACA
43
Aptus Capital Advisors
Alabama
$16.7K 500 +500 New
C
44
Covestor
United Kingdom
$3K 76 – –
SAM
45
Smartleaf Asset Management
Massachusetts
$1.3K 39 – –
CAS
46
Coppell Advisory Solutions
Texas
$300 9 +9 New
DFA
47
DHJJ Financial Advisors
Illinois
$67 2 – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$33 1 +1 New
Wells Fargo
49
Wells Fargo
California
$31 1 – –
SIM
50
Stratos Investment Management
Ohio
– – -320,260 Closed
1
2
3