WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

25 hedge funds and large institutions have $134M invested in WisdomTree Equity Premium Income Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+8
Holders Change %
+47.06%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
12
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$89.5M
2
Bank of America
2
Bank of America
North Carolina
$16.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.61M
4
IFWM
4
Institute for Wealth Management
Colorado
$1.42M
5
SG
5
StoneX Group
New York
$554K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BSAM
3
Blue Sky Asset Management
Colorado
$3.8M
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$89.5M 3,085,024 +3,077,544 +41,144%
Bank of America
2
Bank of America
North Carolina
$16.4M 566,151 +185,083 +49%
Morgan Stanley
3
Morgan Stanley
New York
$6.18M 213,124 +17,862 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.61M 193,379 +182,318 +1,648%
BSAM
5
Blue Sky Asset Management
Colorado
$3.8M 130,992 -19,845 -13%
RJA
6
Raymond James & Associates
Florida
$3.23M 111,434 +4,946 +5%
LPL Financial
7
LPL Financial
California
$2.02M 69,536 +7,185 +12%
FEG
8
Financial Enhancement Group
Indiana
$1.64M 56,591 +44 +0.1%
IFWM
9
Institute for Wealth Management
Colorado
$1.42M 48,955 +48,955 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$974K 33,582 +1,374 +4%
FWM
11
Frontier Wealth Management
Missouri
$709K 24,443 +3,438 +16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$610K 21,062 +1,323 +7%
SG
13
StoneX Group
New York
$554K 19,108 +19,108 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$491K 16,935 +1,258 +8%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$381K 13,148 +3,072 +30%
AP
16
Advisors Preferred
Maryland
$348K 11,986 +11,986 New
ATC
17
Argent Trust Co
Tennessee
$230K 7,930 +7,930 New
KPCM
18
Kings Point Capital Management
New York
$125K 4,320 – –
RIA
19
RPG Investment Advisory
California
$101K 3,497 +3,497 New
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.5K 775 – –
UBS Group
21
UBS Group
Switzerland
$20K 700 +700 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$17K 600 +600 New
SFSIG
23
San Francisco Sentry Investment Group
California
$15K 500 +500 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$8K 287 +287 New
NR
25
Newfound Research
Massachusetts
$1K 39 +39 New
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