WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

58 hedge funds and large institutions have $187M invested in WisdomTree Equity Premium Income Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
14
Reduced
18
Closed
12
Calls
–
Puts
$2.89M
Net Calls
-$2.89M
Net Calls Change
-$2.89M

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$33.8M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$16.9M
3
AWA
3
Arete Wealth Advisors
Illinois
$9.68M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.36M
5
ML
5
McAdam LLC
Pennsylvania
$1.68M

Top Sellers

1
BSAM
1
Blue Sky Asset Management
Colorado
$0
2
DP
2
Denver PWM
Colorado
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$244K
4
Bank of America
4
Bank of America
North Carolina
$21.3M
5
WB
5
WesBanco Bank
West Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAC
51
Certified Advisory Corp
Florida
$7K 264 +16 +6%
PG
52
Proffitt & Goodson
Tennessee
$5K 206 -7,918 -97%
AIC
53
Ameritas Investment Company
Nebraska
$5K 186 +186 New
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$3K 106 +6 +6%
NR
55
Newfound Research
Massachusetts
$1K 44 -25 -36%
BWM
56
Baystate Wealth Management
Massachusetts
$1K 18 +18 New
BSAM
57
Blue Sky Asset Management
Colorado
– – -84,572 Closed
DP
58
Denver PWM
Colorado
– – -81,626 Closed
WB
59
WesBanco Bank
West Virginia
– – -31,409 Closed
KWM
60
Kingsview Wealth Management
Oregon
– – -26,611 Closed
CWM
61
Cornerstone Wealth Management
Missouri
– – -14,780 Closed
UCFA
62
United Capital Financial Advisors
Texas
– – -11,028 Closed
OWM
63
Orgel Wealth Management
Wisconsin
– – -6,712 Closed
WCAMG
64
Woodard & Company Asset Management Group
North Carolina
– – -1,000 Closed
AssetMark Inc
65
AssetMark Inc
California
– – -822 Closed
GWM
66
Geneos Wealth Management
Colorado
– – -249 Closed
BA
67
Ballew Advisors
Mississippi
– – -240 Closed
TFA
68
Transamerica Financial Advisors
Florida
– – -159 Closed
VNA
69
Valley National Advisers
Pennsylvania
$0 5 – –
CAAS
70
Capital Asset Advisory Services
Michigan
– – – –
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$0 9 +9 New
1 2
3