WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

48 hedge funds and large institutions have $159M invested in WisdomTree Equity Premium Income Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
11
Reduced
22
Closed
10
Calls
–
Puts
$342K
Net Calls
-$342K
Net Calls Change
+$2.56M

Top Buyers

1
OWM
1
Opes Wealth Management
California
$3.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.78M
3
Jane Street
3
Jane Street
New York
$1.16M
4
SIM
4
Stratos Investment Management
Ohio
$1.05M
5
WB
5
WesBanco Bank
West Virginia
$778K

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$0
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
IDA
3
Intelligence Driven Advisers
California
$1.22M
4
Bank of America
4
Bank of America
North Carolina
$21.9M
5
AssetMark Inc
5
AssetMark Inc
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$55.5M 2,015,430 -10 -0%
LWA
2
Lenox Wealth Advisors
New York
$38.8M 1,408,404 +20,663 +1%
Bank of America
3
Bank of America
North Carolina
$21.9M 794,641 -48,243 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.35M 157,872 +7,082 +5%
CWM
5
Cabot Wealth Management
Massachusetts
$4.16M 150,836 +4,904 +3%
RF
6
RHS Financial
California
$3.97M 144,211 -11,355 -7%
SEI Investments
7
SEI Investments
Pennsylvania
$3.8M 137,583 +12,700 +10%
OWM
8
Opes Wealth Management
California
$3.7M 134,236 +134,236 New
Morgan Stanley
9
Morgan Stanley
New York
$2.77M 100,340 -3,423 -3%
ML
10
McAdam LLC
Pennsylvania
$2.33M 84,380 +9,532 +13%
Citadel Advisors
11
Citadel Advisors
Florida
$1.78M 64,699 +51,346 +385%
FEG
12
Financial Enhancement Group
Indiana
$1.38M 49,948 -203 -0.4%
IDA
13
Intelligence Driven Advisers
California
$1.22M 44,112 -73,854 -63%
Jane Street
14
Jane Street
New York
$1.16M 42,022 +42,022 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.06M 38,374 -1,526 -4%
SIM
16
Stratos Investment Management
Ohio
$1.05M 38,206 +38,206 New
IFWM
17
Institute for Wealth Management
Colorado
$836K 30,347 +662 +2%
WB
18
WesBanco Bank
West Virginia
$778K 28,235 +28,235 New
MIM
19
Macroview Investment Management
Maryland
$753K 27,340 +1,290 +5%
FAAS
20
First Allied Advisory Services
California
$725K 26,305 -1,114 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$692K 25,136 -11,513 -31%
CM
22
Columbus Macro
Pennsylvania
$674K 24,459 -410 -2%
FWM
23
Frontier Wealth Management
Missouri
$579K 21,005 -38,473 -65%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$543K 19,673 -2,838 -13%
MML Investors Services
25
MML Investors Services
Massachusetts
$504K 18,288 +912 +5%
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