WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

44 hedge funds and large institutions have $158M invested in WisdomTree Equity Premium Income Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
17
Reduced
14
Closed
5
Calls
–
Puts
$3.98M
Net Calls
-$3.98M
Net Calls Change
-$860K

Top Buyers

1
LWA
1
Lenox Wealth Advisors
New York
$44.5M
2
DW
2
Domani Wealth
Pennsylvania
$882K
3
HB
3
Homrich & Berg
Georgia
$505K
4
MIM
4
Macroview Investment Management
Maryland
$982K
5
ML
5
McAdam LLC
Pennsylvania
$2.79M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
IDA
3
Intelligence Driven Advisers
California
$0
4
RF
4
RHS Financial
California
$3.38M
5
FWM
5
Frontier Wealth Management
Missouri
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$57.4M 2,015,440 +10 +0%
LWA
2
Lenox Wealth Advisors
New York
$44.5M 1,563,448 +139,956 +10%
Bank of America
3
Bank of America
North Carolina
$22.4M 786,149 -6,658 -0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.41M 154,822 -3,325 -2%
SEI Investments
5
SEI Investments
Pennsylvania
$4.4M 154,185 +6,051 +4%
CWM
6
Cabot Wealth Management
Massachusetts
$4.38M 153,790 +1,860 +1%
RF
7
RHS Financial
California
$3.38M 118,754 -7,159 -6%
ML
8
McAdam LLC
Pennsylvania
$2.79M 98,061 +7,071 +8%
FEG
9
Financial Enhancement Group
Indiana
$1.36M 47,713 +1,073 +2%
SIM
10
Stratos Investment Management
Ohio
$1.12M 39,303 -829 -2%
Morgan Stanley
11
Morgan Stanley
New York
$1.12M 39,249 +1,143 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.01M 35,611 +544 +2%
MIM
13
Macroview Investment Management
Maryland
$982K 34,484 +9,536 +38%
DW
14
Domani Wealth
Pennsylvania
$882K 30,952 +30,952 New
CG
15
Colony Group
Massachusetts
$706K 24,793 +637 +3%
FAAS
16
First Allied Advisory Services
California
$671K 23,625 -1,124 -5%
CM
17
Columbus Macro
Pennsylvania
$634K 22,268 -933 -4%
LPL Financial
18
LPL Financial
California
$560K 19,650 +6,334 +48%
IFWM
19
Institute for Wealth Management
Colorado
$549K 19,294 -2,202 -10%
MML Investors Services
20
MML Investors Services
Massachusetts
$523K 18,373 -135 -0.7%
HB
21
Homrich & Berg
Georgia
$505K 17,742 +17,742 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$401K 14,082 +203 +1%
FWM
23
Frontier Wealth Management
Missouri
$400K 14,055 -6,950 -33%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$365K 12,831 -4,915 -28%
UCFA
25
United Capital Financial Advisors
Texas
$363K 12,757 – –
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