WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

32 hedge funds and large institutions have $150M invested in WisdomTree Equity Premium Income Fund in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
16
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$22.2M
2
OWM
2
Orgel Wealth Management
Wisconsin
$92.6M
3
RFC
3
Regions Financial Corp
Alabama
$1.51M
4
DP
4
Denver PWM
Colorado
$1.11M
5
Jane Street
5
Jane Street
New York
$670K

Top Sellers

1
SG
1
StoneX Group
New York
$0
2
FEG
2
Financial Enhancement Group
Indiana
$1.63M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
BSAM
4
Blue Sky Asset Management
Colorado
$3.66M
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$92.6M 3,140,805 +55,781 +2%
Bank of America
2
Bank of America
North Carolina
$22.2M 752,464 +186,313 +33%
Morgan Stanley
3
Morgan Stanley
New York
$6.49M 220,000 +6,876 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.99M 203,257 +9,878 +5%
BSAM
5
Blue Sky Asset Management
Colorado
$3.66M 130,938 -54 -0%
RJA
6
Raymond James & Associates
Florida
$3.44M 116,790 +5,356 +5%
LPL Financial
7
LPL Financial
California
$2.36M 79,914 +10,378 +15%
IFWM
8
Institute for Wealth Management
Colorado
$1.98M 67,222 +18,267 +37%
FEG
9
Financial Enhancement Group
Indiana
$1.63M 55,404 -1,187 -2%
RFC
10
Regions Financial Corp
Alabama
$1.51M 51,160 +51,160 New
DP
11
Denver PWM
Colorado
$1.11M 37,405 +37,405 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.02M 34,482 +900 +3%
FWM
13
Frontier Wealth Management
Missouri
$750K 25,443 +1,000 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$729K 24,741 +7,806 +46%
Jane Street
15
Jane Street
New York
$670K 22,729 +22,729 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$624K 21,173 +111 +0.5%
NFG
17
Next Financial Group
Texas
$467K 15,775 +15,775 New
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$413K 14,002 +854 +6%
AP
19
Advisors Preferred
Maryland
$369K 12,533 +547 +5%
CG
20
Colony Group
Massachusetts
$298K 10,102 +10,102 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$293K 9,943 +9,343 +1,557%
ATC
22
Argent Trust Co
Tennessee
$234K 7,930 – –
CAAS
23
Capital Asset Advisory Services
Michigan
$225K 7,625 +7,625 New
IIA
24
IPG Investment Advisors
California
$206K 7,000 +7,000 New
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$167K 5,664 +4,889 +631%
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