WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

37 hedge funds and large institutions have $87.5M invested in WisdomTree Equity Premium Income Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
4
Increased
13
Reduced
15
Closed
10
Calls
–
Puts
$846K
Net Calls
-$846K
Net Calls Change
+$3.14M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.76M
2
Bank of America
2
Bank of America
North Carolina
$19.3M
3
Jane Street
3
Jane Street
New York
$1.01M
4
LWA
4
Lenox Wealth Advisors
New York
$36.2M
5
SIM
5
Stratos Investment Management
Ohio
$1.23M

Top Sellers

1
CCM
1
Crabel Capital Management
California
$9.13M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$85K
3
FAAS
3
First Allied Advisory Services
California
$0
4
CM
4
Columbus Macro
Pennsylvania
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
1
Lenox Wealth Advisors
New York
$36.2M 1,607,998 +44,550 +3%
Bank of America
2
Bank of America
North Carolina
$19.3M 858,286 +72,137 +9%
CCM
3
Crabel Capital Management
California
$9.13M 405,440 -1,610,000 -80%
CWM
4
Cabot Wealth Management
Massachusetts
$3.41M 151,684 -2,106 -1%
SEI Investments
5
SEI Investments
Pennsylvania
$3.06M 136,395 -17,790 -12%
ML
6
McAdam LLC
Pennsylvania
$2.45M 108,858 +10,797 +11%
RF
7
RHS Financial
California
$2.32M 102,842 -15,912 -13%
UBS Group
8
UBS Group
Switzerland
$1.76M 78,063 +76,277 +4,271%
SIM
9
Stratos Investment Management
Ohio
$1.23M 54,544 +15,241 +39%
Morgan Stanley
10
Morgan Stanley
New York
$1.03M 45,829 +6,580 +17%
Jane Street
11
Jane Street
New York
$1.01M 44,729 +44,729 New
FEG
12
Financial Enhancement Group
Indiana
$959K 42,597 -5,116 -11%
DW
13
Domani Wealth
Pennsylvania
$943K 41,880 +10,928 +35%
CG
14
Colony Group
Massachusetts
$582K 25,849 +1,056 +4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$550K 24,428 +11,597 +90%
IFWM
16
Institute for Wealth Management
Colorado
$407K 18,085 -1,209 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$402K 17,874 -17,737 -50%
LPL Financial
18
LPL Financial
California
$402K 17,855 -1,795 -9%
HB
19
Homrich & Berg
Georgia
$396K 17,603 -139 -0.8%
MML Investors Services
20
MML Investors Services
Massachusetts
$381K 16,938 -1,435 -8%
MIM
21
Macroview Investment Management
Maryland
$380K 16,897 -17,587 -51%
TI
22
Tidal Investments
Wisconsin
$317K 14,088 +1,520 +12%
UCFA
23
United Capital Financial Advisors
Texas
$287K 12,757 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$165K 7,114 +7,114 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$85K 3,806 -151,016 -98%
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