WisdomTree Equity Premium Income Fund
WTPI
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.
2.43% more ownership
Funds ownership: 68.63% → 71.06% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less capital invested
Capital invested by funds: $159M → $149M (-$9.65M)
15% less funds holding
Funds holding: 48 → 41 (-7)
45% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 20
88% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 8
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lenox Wealth Advisors
New York
|
+$417K |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$292K |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$269K |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$183K |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$53.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Opes Wealth Management
Menlo Park,
California
|
-$3.71M |
| 2 |
Morgan Stanley
New York
|
-$1.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.49M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$932K |
| 5 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
-$778K |
WTPI Hedge Fund Activity: Q3 2019 in Review
41 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2019, worth a combined $149M — down 6.1% from $159M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WTPI and 1 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 11 added.
The largest buyer was Lenox Wealth Advisors, adding an estimated $417K. The largest seller was Opes Wealth Management, exiting entirely with an estimated $3.71M sold.
- 41 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2019, down from 48 in Q2 2019.
- Funds reported $149M of WisdomTree Equity Premium Income Fund stock for Q3 2019, down 6.1% quarter-over-quarter.
- 1 fund opened new WisdomTree Equity Premium Income Fund positions in Q3 2019 and 8 closed out, a net change of -7 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q3 2019 was Lenox Wealth Advisors, an estimated $417K added.
- The largest WisdomTree Equity Premium Income Fund seller in Q3 2019 was Opes Wealth Management, an estimated $3.71M sold.
Based on aggregated 13F filings for Q3 2019.