WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

52 hedge funds and large institutions have $156M invested in WisdomTree Equity Premium Income Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
17
Reduced
18
Closed
4
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$2K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$7.72M
2
Jane Street
2
Jane Street
New York
$3.19M
3
DP
3
Denver PWM
Colorado
$2.4M
4
SEI Investments
4
SEI Investments
Pennsylvania
$2.05M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.64M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
RFC
2
Regions Financial Corp
Alabama
$19K
3
PAG
3
Private Advisory Group
Washington
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$7.86M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$61.9M 2,021,443 +1,114 +0.1%
Bank of America
2
Bank of America
North Carolina
$27.4M 893,511 -5,969 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$7.86M 256,612 -26,835 -9%
AWA
4
Arete Wealth Advisors
Illinois
$7.72M 252,016 +252,016 New
CWM
5
Cabot Wealth Management
Massachusetts
$5.18M 168,915 -3,240 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.15M 167,976 +275 +0.2%
SAM
7
Stringer Asset Management
Tennessee
$3.87M 126,237 -2,812 -2%
SWA
8
SFMG Wealth Advisors
Texas
$3.86M 132,909 +13,858 +12%
RJA
9
Raymond James & Associates
Florida
$3.83M 125,051 +1,345 +1%
Jane Street
10
Jane Street
New York
$3.19M 104,077 +104,077 New
IFWM
11
Institute for Wealth Management
Colorado
$2.65M 86,246 +18,676 +28%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.64M 86,155 +26,719 +45%
BSAM
13
Blue Sky Asset Management
Colorado
$2.59M 84,572 -2,004 -2%
DP
14
Denver PWM
Colorado
$2.4M 81,626 +81,626 New
LPL Financial
15
LPL Financial
California
$2.22M 72,525 -2,643 -4%
SEI Investments
16
SEI Investments
Pennsylvania
$2.05M 66,976 +66,976 New
FWM
17
Frontier Wealth Management
Missouri
$1.98M 64,760 -5,162 -7%
FEG
18
Financial Enhancement Group
Indiana
$1.62M 52,819 -1,128 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.05M 34,255 +1,836 +6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.04M 34,073 -210 -0.6%
WB
21
WesBanco Bank
West Virginia
$962K 31,409 – –
KWM
22
Kingsview Wealth Management
Oregon
$815K 26,611 +26,611 New
CWM
23
Cornerstone Wealth Management
Missouri
$500K 14,780 -9,798 -40%
CG
24
Colony Group
Massachusetts
$416K 13,589 +2,194 +19%
MML Investors Services
25
MML Investors Services
Massachusetts
$404K 13,169 +604 +5%
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