WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

47 hedge funds and large institutions have $138M invested in WisdomTree Equity Premium Income Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
18
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$26.4M
2
BSAM
2
Blue Sky Asset Management
Colorado
$6.48M
3
CWM
3
Cabot Wealth Management
Massachusetts
$4.65M
4
HH
4
Hilltop Holdings
Texas
$952K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$909K

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
IFWM
2
Institute for Wealth Management
Colorado
$2.02M
3
APA
3
American Portfolios Advisors
New York
$3.93K
4
Jane Street
4
Jane Street
New York
$288K
5
CCM
5
Crabel Capital Management
California
$57.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$57.1M 2,020,714 -17,518 -0.9%
Bank of America
2
Bank of America
North Carolina
$26.4M 934,131 +118,199 +14%
Morgan Stanley
3
Morgan Stanley
New York
$6.55M 231,857 +10,642 +5%
BSAM
4
Blue Sky Asset Management
Colorado
$6.48M 225,038 +74,740 +50%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.17M 218,376 +8,282 +4%
CWM
6
Cabot Wealth Management
Massachusetts
$4.65M 164,693 +38,667 +31%
SAM
7
Stringer Asset Management
Tennessee
$3.65M 129,195 +476 +0.4%
RJA
8
Raymond James & Associates
Florida
$3.63M 128,595 +2,649 +2%
SWA
9
SFMG Wealth Advisors
Texas
$2.8M 99,091 +11,997 +14%
LPL Financial
10
LPL Financial
California
$2.24M 79,316 +456 +0.6%
IFWM
11
Institute for Wealth Management
Colorado
$2.02M 69,811 -55,834 -44%
DP
12
Denver PWM
Colorado
$1.81M 61,597 +2,845 +5%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.68M 59,436 +17,723 +42%
FEG
14
Financial Enhancement Group
Indiana
$1.5M 53,002 -915 -2%
RFC
15
Regions Financial Corp
Alabama
$1.45M 51,160 – –
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.15M 40,633 +14,921 +58%
FWM
17
Frontier Wealth Management
Missouri
$995K 35,232 +6,150 +21%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$993K 35,151 +1,063 +3%
HH
19
Hilltop Holdings
Texas
$952K 33,726 +33,726 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$909K 32,178 +22,921 +248%
WB
21
WesBanco Bank
West Virginia
$480K 17,000 +17,000 New
AP
22
Advisors Preferred
Maryland
$411K 14,554 +953 +7%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$404K 14,300 +300 +2%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$385K 13,666 -300 -2%
LNC
25
Lincoln National Corp
Pennsylvania
$379K 13,419 -3,417 -20%
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