WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

49 hedge funds and large institutions have $68.3M invested in WisdomTree Equity Premium Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
23
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Castle Wealth Management
Florida
$6.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.22M
3
LPL Financial
3
LPL Financial
California
$3.52M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.77M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$3.4M

Top Sellers

1
CCM
1
Crabel Capital Management
California
$5.06M
2
OMC
2
Old Mission Capital
Illinois
$0
3
RJA
3
Raymond James & Associates
Florida
$300K
4
AC
4
Avestar Capital
New York
$4.06M
5
Bank of America
5
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$456K 13,779 -1,625 -11%
HWM
27
HB Wealth Management
Georgia
$449K 13,578 -1,646 -11%
KA
28
Klingman & Associates
New York
$445K 13,435 – –
PA
29
Pineridge Advisors
Missouri
$433K 13,078 +1,704 +15%
OC
30
Oppenheimer & Co
New York
$397K 12,009 +5,074 +73%
APW
31
Atlantic Private Wealth
North Carolina
$328K 9,908 – –
RJA
32
Raymond James & Associates
Florida
$300K 9,055 -18,970 -68%
HI
33
Harbour Investments
Wisconsin
$289K 8,740 +2,007 +30%
AAS
34
Avantax Advisory Services
Texas
$276K 8,345 – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$189K 5,698 +2,748 +93%
RFG
36
REAP Financial Group
Texas
$188K 5,682 -350 -6%
GWSA
37
Global Wealth Strategies & Associates
Colorado
$50.7K 1,533 – –
FFA
38
Farther Finance Advisors
California
$47.7K 1,440 +1,440 New
GWANC
39
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.4K 950 +450 +90%
ACA
40
Aptus Capital Advisors
Alabama
$31.4K 950 +450 +90%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.9K 661 – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$20K 605 -1,409 -70%
FFA
43
Founders Financial Alliance
North Carolina
$11.8K 355 +355 New
C
44
Covestor
United Kingdom
$2K 64 -12 -16%
SAM
45
Smartleaf Asset Management
Massachusetts
$1.29K 39 – –
CAS
46
Coppell Advisory Solutions
Texas
$297 9 – –
DFA
47
DHJJ Financial Advisors
Illinois
$67 2 – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$66 2 +1 +100%
Wells Fargo
49
Wells Fargo
California
$18 1 – –
OMC
50
Old Mission Capital
Illinois
– – -22,052 Closed
1
2
3