WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

50 hedge funds and large institutions have $175M invested in WisdomTree Equity Premium Income Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
50
Holders Change
-8
Holders Change %
-13.79%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
7
Increased
19
Reduced
19
Closed
14
Calls
–
Puts
$2.9M
Net Calls
-$2.9M
Net Calls Change
-$11K

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$37.4M
2
AssetMark Inc
2
AssetMark Inc
California
$1.07M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$986K
4
SEI Investments
4
SEI Investments
Pennsylvania
$3.36M
5
IDA
5
Intelligence Driven Advisers
California
$3.18M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$2.79M
3
SAM
3
Stringer Asset Management
Tennessee
$0
4
RJA
4
Raymond James & Associates
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$54.3M 2,015,440 -1,143 -0.1%
LWA
2
Lenox Wealth Advisors
New York
$37.4M 1,387,741 +61,295 +5%
Bank of America
3
Bank of America
North Carolina
$22.7M 842,884 +6,359 +0.8%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$17.9M 664,780 +180 +0%
RF
5
RHS Financial
California
$4.19M 155,566 +9,356 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.06M 150,790 -13,316 -8%
CWM
7
Cabot Wealth Management
Massachusetts
$3.93M 145,932 +11,290 +8%
SWA
8
SFMG Wealth Advisors
Texas
$3.52M 130,639 -2,034 -2%
SEI Investments
9
SEI Investments
Pennsylvania
$3.36M 124,883 +32,944 +36%
IDA
10
Intelligence Driven Advisers
California
$3.18M 117,966 +25,462 +28%
Morgan Stanley
11
Morgan Stanley
New York
$2.79M 103,763 -119,014 -53%
ML
12
McAdam LLC
Pennsylvania
$2.02M 74,848 +8,712 +13%
FWM
13
Frontier Wealth Management
Missouri
$1.6M 59,478 +12,765 +27%
FEG
14
Financial Enhancement Group
Indiana
$1.35M 50,151 -2,668 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.08M 39,900 -92,124 -70%
AssetMark Inc
16
AssetMark Inc
California
$1.07M 39,604 +39,604 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$986K 36,649 +36,649 New
LPL Financial
18
LPL Financial
California
$812K 30,145 -41,984 -58%
IFWM
19
Institute for Wealth Management
Colorado
$799K 29,685 -25,717 -46%
FAAS
20
First Allied Advisory Services
California
$742K 27,419 -1,254 -4%
MIM
21
Macroview Investment Management
Maryland
$702K 26,050 +14,273 +121%
CM
22
Columbus Macro
Pennsylvania
$670K 24,869 -1,529 -6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$606K 22,511 -5,549 -20%
MML Investors Services
24
MML Investors Services
Massachusetts
$468K 17,376 +997 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$436K 16,193 -13,194 -45%
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