WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

17 hedge funds and large institutions have $33.6M invested in WisdomTree Equity Premium Income Fund in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.8M
2
BSAM
2
Blue Sky Asset Management
Colorado
$4.28M
3
RJA
3
Raymond James & Associates
Florida
$3.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.53M
5
Jane Street
5
Jane Street
New York
$2.08M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$444K
2
UBS Group
2
UBS Group
Switzerland
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.8M 381,068 +216,087 +131%
Morgan Stanley
2
Morgan Stanley
New York
$5.53M 195,262 +106,264 +119%
BSAM
3
Blue Sky Asset Management
Colorado
$4.28M 150,837 +150,837 New
RJA
4
Raymond James & Associates
Florida
$3.02M 106,488 +106,488 New
Jane Street
5
Jane Street
New York
$2.08M 73,443 +73,443 New
LPL Financial
6
LPL Financial
California
$1.76M 62,351 +11,735 +23%
FEG
7
Financial Enhancement Group
Indiana
$1.6M 56,547 +4,314 +8%
Citadel Advisors
8
Citadel Advisors
Florida
$1.02M 35,902 +13,420 +60%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$913K 32,208 +32,208 New
FWM
10
Frontier Wealth Management
Missouri
$595K 21,005 +21,005 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$559K 19,739 +19,739 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$444K 15,677 -2,425 -13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$313K 11,061 +11,061 New
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$286K 10,076 +1,936 +24%
OWM
15
Orgel Wealth Management
Wisconsin
$212K 7,480 +7,480 New
KPCM
16
Kings Point Capital Management
New York
$122K 4,320 +4,320 New
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K 775 +775 New
UBS Group
18
UBS Group
Switzerland
– – -1,465 Closed
LTFS
19
Ladenburg Thalmann Financial Services
Florida
– – -114 Closed