WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

59 hedge funds and large institutions have $76.1M invested in WisdomTree Equity Premium Income Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
19
Reduced
12
Closed
5
Calls
$285K
Puts
$13K
Net Calls
+$272K
Net Calls Change
+$272K

Top Buyers

1
TPI
1
Trust Point Inc
Wisconsin
$11.6M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$5.39M
3
S4W
3
Solutions 4 Wealth
Texas
$3.93M
4
SA
4
Sanctuary Advisors
Indiana
$1.64M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.19M

Top Sellers

1
CCM
1
Crabel Capital Management
California
$0
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$211K
4
AWA
4
Arkadios Wealth Advisors
Georgia
$439K
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arkadios Wealth Advisors
Georgia
$439K -$1.21M -36,671 -73%
PA
27
Pineridge Advisors
Missouri
$431K -$99 -3 -0%
HWM
28
HB Wealth Management
Georgia
$408K -$39.8K -1,208 -9%
KA
29
Klingman & Associates
New York
$393K -$49.5K -1,500 -11%
APW
30
Atlantic Private Wealth
North Carolina
$327K – – –
TPCW
31
TD Private Client Wealth
New York
$309K +$309K +9,369 New
HI
32
Harbour Investments
Wisconsin
$292K +$3.43K +104 +1%
AAS
33
Avantax Advisory Services
Texas
$282K +$6.59K +200 +2%
KAS
34
Kestra Advisory Services
Texas
$274K +$274K +8,308 New
SP
35
Symmetry Partners
Connecticut
$261K +$261K +7,911 New
AC
36
Avory & Company
Florida
$248K +$248K +7,527 New
WCFP
37
White & Co Financial Planning
Washington
$218K +$218K +6,600 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$211K -$2.16M -65,563 -91%
Wells Fargo
39
Wells Fargo
California
$197K +$197K +5,974 +597,400%
T
40
Tidemark
California
$155K +$155K +4,712 New
RFG
41
REAP Financial Group
Texas
$152K -$35.2K -1,067 -19%
SAM
42
Smartleaf Asset Management
Massachusetts
$95.8K +$94.5K +2,853 +7,315%
GWSA
43
Global Wealth Strategies & Associates
Colorado
$50.5K – – –
FFA
44
Farther Finance Advisors
California
$47.5K – – –
ACA
45
Aptus Capital Advisors
Alabama
$31.3K – – –
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.3K – – –
PPC
47
Park Place Capital
Alabama
$25.8K +$25.8K +784 New
SPIA
48
Steward Partners Investment Advisory
New York
$24.7K +$24.7K +750 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$24.7K +$24.7K +750 New
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.8K – – –
1
2
3