WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

41 hedge funds and large institutions have $149M invested in WisdomTree Equity Premium Income Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
1
Increased
11
Reduced
20
Closed
8
Calls
–
Puts
$3.12M
Net Calls
-$3.12M
Net Calls Change
-$2.78M

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$39.3M
2
SEI Investments
2
SEI Investments
Pennsylvania
$4.09M
3
CG
3
Colony Group
Massachusetts
$667K
4
ML
4
McAdam LLC
Pennsylvania
$2.51M
5
SIM
5
Stratos Investment Management
Ohio
$1.11M

Top Sellers

1
OWM
1
Opes Wealth Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.05M
3
Citadel Advisors
3
Citadel Advisors
Florida
$300K
4
IDA
4
Intelligence Driven Advisers
California
$287K
5
WB
5
WesBanco Bank
West Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$55.7M 2,015,430 – –
LWA
2
Lenox Wealth Advisors
New York
$39.3M 1,423,492 +15,088 +1%
Bank of America
3
Bank of America
North Carolina
$21.9M 792,807 -1,834 -0.2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.37M 158,147 +275 +0.2%
CWM
5
Cabot Wealth Management
Massachusetts
$4.2M 151,930 +1,094 +0.7%
SEI Investments
6
SEI Investments
Pennsylvania
$4.09M 148,134 +10,551 +8%
RF
7
RHS Financial
California
$3.48M 125,913 -18,298 -13%
ML
8
McAdam LLC
Pennsylvania
$2.51M 90,990 +6,610 +8%
FEG
9
Financial Enhancement Group
Indiana
$1.29M 46,640 -3,308 -7%
SIM
10
Stratos Investment Management
Ohio
$1.11M 40,132 +1,926 +5%
Morgan Stanley
11
Morgan Stanley
New York
$1.05M 38,106 -62,234 -62%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$969K 35,067 -3,307 -9%
MIM
13
Macroview Investment Management
Maryland
$689K 24,948 -2,392 -9%
FAAS
14
First Allied Advisory Services
California
$686K 24,749 -1,556 -6%
CG
15
Colony Group
Massachusetts
$667K 24,156 +9,736 +68%
CM
16
Columbus Macro
Pennsylvania
$641K 23,201 -1,258 -5%
Jane Street
17
Jane Street
New York
$621K 22,462 -19,560 -47%
IFWM
18
Institute for Wealth Management
Colorado
$594K 21,496 -8,851 -29%
FWM
19
Frontier Wealth Management
Missouri
$580K 21,005 – –
MML Investors Services
20
MML Investors Services
Massachusetts
$511K 18,508 +220 +1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$490K 17,746 -1,927 -10%
TI
22
Tidal Investments
Wisconsin
$424K 15,357 +650 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$383K 13,879 -11,257 -45%
PWMAG
24
Pinnacle Wealth Management Advisory Group
New Jersey
$374K 13,550 +1,120 +9%
LPL Financial
25
LPL Financial
California
$368K 13,316 -840 -6%
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