WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

58 hedge funds and large institutions have $187M invested in WisdomTree Equity Premium Income Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.29%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
18
Increased
14
Reduced
18
Closed
12
Calls
–
Puts
$2.89M
Net Calls
-$2.89M
Net Calls Change
-$2.89M

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$33.8M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$16.9M
3
RF
3
RHS Financial
California
$3.72M
4
AWA
4
Arete Wealth Advisors
Illinois
$9.68M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.36M

Top Sellers

1
BSAM
1
Blue Sky Asset Management
Colorado
$0
2
DP
2
Denver PWM
Colorado
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$244K
4
Bank of America
4
Bank of America
North Carolina
$21.3M
5
WB
5
WesBanco Bank
West Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$51.3M 2,016,583 -4,860 -0.2%
LWA
2
Lenox Wealth Advisors
New York
$33.8M 1,326,446 +1,326,446 New
Bank of America
3
Bank of America
North Carolina
$21.3M 836,525 -56,986 -6%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$16.9M 664,600 +664,600 New
AWA
5
Arete Wealth Advisors
Illinois
$9.68M 380,367 +128,351 +51%
Morgan Stanley
6
Morgan Stanley
New York
$5.67M 222,777 -33,835 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.18M 164,106 -3,870 -2%
RF
8
RHS Financial
California
$3.72M 146,210 +146,210 New
CWM
9
Cabot Wealth Management
Massachusetts
$3.43M 134,642 -34,273 -20%
SWA
10
SFMG Wealth Advisors
Texas
$3.38M 132,673 -236 -0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.36M 132,024 +121,713 +1,180%
SAM
12
Stringer Asset Management
Tennessee
$3.15M 123,836 -2,401 -2%
RJA
13
Raymond James & Associates
Florida
$2.93M 115,197 -9,854 -8%
Jane Street
14
Jane Street
New York
$2.48M 97,382 -6,695 -6%
IDA
15
Intelligence Driven Advisers
California
$2.35M 92,504 +92,504 New
SEI Investments
16
SEI Investments
Pennsylvania
$2.34M 91,939 +24,963 +37%
LPL Financial
17
LPL Financial
California
$1.84M 72,129 -396 -0.5%
ML
18
McAdam LLC
Pennsylvania
$1.68M 66,136 +66,136 New
FEG
19
Financial Enhancement Group
Indiana
$1.62M 52,819 – –
IFWM
20
Institute for Wealth Management
Colorado
$1.41M 55,402 -30,844 -36%
FWM
21
Frontier Wealth Management
Missouri
$1.19M 46,713 -18,047 -28%
TI
22
Tidal Investments
Wisconsin
$934K 36,710 +36,710 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$887K 34,841 +768 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$748K 29,387 -4,868 -14%
FAAS
25
First Allied Advisory Services
California
$727K 28,673 +28,673 New
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