WisdomTree Equity Premium Income Fund
WTPI
6 hedge funds and large institutions have $5.52M invested in WisdomTree Equity Premium Income Fund in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
169% more capital invested
Capital invested by funds: $2.06M → $5.52M (+$3.46M)
50% more funds holding
Funds holding: 4 → 6 (+2)
6.86% more ownership
Funds ownership: 22.19% → 29.05% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$1.4M |
| 2 |
Jane Street
New York
|
+$1.01M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$713K |
| 4 |
LPL Financial
San Diego,
California
|
+$225K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$47.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$7.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.93M | +$713K | +26,494 | +59% |
|
|
FEG
2
Financial Enhancement Group
Anderson,
Indiana
| $1.41M | +$1.4M | +51,834 | New |
|
|
3
Jane Street
New York
| $1.02M | +$1.01M | +37,517 | New |
|
|
4
LPL Financial
San Diego,
California
| $1M | +$225K | +8,355 | +29% |
|
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $151K | +$47.8K | +1,777 | +47% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $12K | -$7.16K | -266 | -38% |
|
WTPI Hedge Fund Activity: Q3 2016 in Review
6 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2016, worth a combined $5.52M — up 169% from $2.06M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WTPI positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $1.4M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $7.16K.
- 6 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2016, up from 4 in Q2 2016.
- Funds reported $5.52M of WisdomTree Equity Premium Income Fund stock for Q3 2016, up 169% quarter-over-quarter.
- 2 funds opened new WisdomTree Equity Premium Income Fund positions in Q3 2016 and 0 closed out, a net change of +2 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q3 2016 was Financial Enhancement Group, an estimated $1.4M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q3 2016 was Ladenburg Thalmann Financial Services, an estimated $7.16K sold.
Based on aggregated 13F filings for Q3 2016.