WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

45 hedge funds and large institutions have $140M invested in WisdomTree Equity Premium Income Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
14
Reduced
12
Closed
12
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
VF
1
Virtu Financial
New York
$2M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.34M
3
PAG
3
Private Advisory Group
Washington
$1.09M
4
FWM
4
Frontier Wealth Management
Missouri
$2.06M
5
CWM
5
Cornerstone Wealth Management
Missouri
$834K

Top Sellers

1
BSAM
1
Blue Sky Asset Management
Colorado
$2.55M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.94M
3
Bank of America
3
Bank of America
North Carolina
$26.5M
4
HH
4
Hilltop Holdings
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$59.5M 2,020,329 -385 -0%
Bank of America
2
Bank of America
North Carolina
$26.5M 899,480 -34,651 -4%
Morgan Stanley
3
Morgan Stanley
New York
$8.34M 283,447 +51,590 +22%
CWM
4
Cabot Wealth Management
Massachusetts
$5.07M 172,155 +7,462 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.94M 167,701 -50,675 -23%
SAM
6
Stringer Asset Management
Tennessee
$3.8M 129,049 -146 -0.1%
RJA
7
Raymond James & Associates
Florida
$3.64M 123,706 -4,889 -4%
SWA
8
SFMG Wealth Advisors
Texas
$3.5M 119,051 +19,960 +20%
BSAM
9
Blue Sky Asset Management
Colorado
$2.55M 86,576 -138,462 -62%
LPL Financial
10
LPL Financial
California
$2.21M 75,168 -4,148 -5%
FWM
11
Frontier Wealth Management
Missouri
$2.06M 69,922 +34,690 +98%
VF
12
Virtu Financial
New York
$2M 67,992 +67,992 New
IFWM
13
Institute for Wealth Management
Colorado
$1.99M 67,570 -2,241 -3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.68M 59,436 – –
FEG
15
Financial Enhancement Group
Indiana
$1.59M 53,947 +945 +2%
RFC
16
Regions Financial Corp
Alabama
$1.52M 51,772 +612 +1%
PAG
17
Private Advisory Group
Washington
$1.09M 37,189 +37,189 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.01M 34,283 -868 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$954K 32,419 -8,214 -20%
WB
20
WesBanco Bank
West Virginia
$924K 31,409 +14,409 +85%
CWM
21
Cornerstone Wealth Management
Missouri
$834K 24,578 +24,578 New
LNC
22
Lincoln National Corp
Pennsylvania
$449K 15,264 +1,845 +14%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$392K 13,320 -346 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$378K 12,831 +9,284 +262%
MML Investors Services
25
MML Investors Services
Massachusetts
$370K 12,565 +12,565 New
1
2 3