WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

44 hedge funds and large institutions have $233M invested in WisdomTree Equity Premium Income Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
20
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Crabel Capital Management
California
$59.2M
2
OWM
2
Orgel Wealth Management
Wisconsin
$97.8M
3
SAM
3
Stringer Asset Management
Tennessee
$3.74M
4
CWM
4
Cabot Wealth Management
Massachusetts
$3.66M
5
SWA
5
SFMG Wealth Advisors
Texas
$2.53M

Top Sellers

1
ATC
1
Argent Trust Co
Tennessee
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$445K
3
FEG
3
Financial Enhancement Group
Indiana
$1.57M
4
LPL Financial
4
LPL Financial
California
$2.29M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$991K
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$97.8M 3,364,860 +224,055 +7%
CCM
2
Crabel Capital Management
California
$59.2M 2,038,232 +2,038,232 New
Bank of America
3
Bank of America
North Carolina
$23.7M 815,932 +63,468 +8%
Morgan Stanley
4
Morgan Stanley
New York
$6.43M 221,215 +1,215 +0.6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.11M 210,094 +6,837 +3%
BSAM
6
Blue Sky Asset Management
Colorado
$4.37M 150,298 +19,360 +15%
SAM
7
Stringer Asset Management
Tennessee
$3.74M 128,719 +128,719 New
CWM
8
Cabot Wealth Management
Massachusetts
$3.66M 126,026 +126,026 New
RJA
9
Raymond James & Associates
Florida
$3.66M 125,946 +9,156 +8%
IFWM
10
Institute for Wealth Management
Colorado
$3.65M 125,645 +58,423 +87%
SWA
11
SFMG Wealth Advisors
Texas
$2.53M 87,094 +87,094 New
LPL Financial
12
LPL Financial
California
$2.29M 78,860 -1,054 -1%
DP
13
Denver PWM
Colorado
$1.68M 58,752 +21,347 +57%
FEG
14
Financial Enhancement Group
Indiana
$1.57M 53,917 -1,487 -3%
RFC
15
Regions Financial Corp
Alabama
$1.49M 51,160 – –
APA
16
American Portfolios Advisors
New York
$1.44M 49,477 +49,477 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.21M 41,713 +31,770 +320%
Jane Street
18
Jane Street
New York
$1.14M 39,293 +16,564 +73%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$991K 34,088 -394 -1%
FWM
20
Frontier Wealth Management
Missouri
$845K 29,082 +3,639 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$747K 25,712 +971 +4%
NFG
22
Next Financial Group
Texas
$493K 16,975 +1,200 +8%
LNC
23
Lincoln National Corp
Pennsylvania
$489K 16,836 +16,836 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$445K 15,307 -5,866 -28%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$407K 14,000 +14,000 New
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