WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

34 hedge funds and large institutions have $85.5M invested in WisdomTree Equity Premium Income Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
4
Increased
9
Reduced
13
Closed
7
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$166K

Top Buyers

1
RF
1
RHS Financial
California
$4.92M
2
LWA
2
Lenox Wealth Advisors
New York
$41.1M
3
HB
3
Homrich & Berg
Georgia
$1.21M
4
ML
4
McAdam LLC
Pennsylvania
$3.1M
5
CW
5
CreativeOne Wealth
Kansas
$366K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$10.2M
2
UBS Group
2
UBS Group
Switzerland
$636K
3
Jane Street
3
Jane Street
New York
$0
4
DW
4
Domani Wealth
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
1
Lenox Wealth Advisors
New York
$41.1M 1,641,305 +33,307 +2%
CCM
2
Crabel Capital Management
California
$10.2M 405,440 – –
Bank of America
3
Bank of America
North Carolina
$10.2M 405,351 -452,935 -53%
RF
4
RHS Financial
California
$4.92M 196,400 +93,558 +91%
CWM
5
Cabot Wealth Management
Massachusetts
$3.82M 152,557 +873 +0.6%
SEI Investments
6
SEI Investments
Pennsylvania
$3.48M 139,212 +2,817 +2%
ML
7
McAdam LLC
Pennsylvania
$3.1M 123,841 +14,983 +14%
Morgan Stanley
8
Morgan Stanley
New York
$1.42M 56,719 +10,890 +24%
SIM
9
Stratos Investment Management
Ohio
$1.37M 54,505 -39 -0.1%
HB
10
Homrich & Berg
Georgia
$1.21M 48,417 +30,814 +175%
FEG
11
Financial Enhancement Group
Indiana
$1.06M 42,254 -343 -0.8%
UBS Group
12
UBS Group
Switzerland
$636K 25,407 -52,656 -67%
CG
13
Colony Group
Massachusetts
$597K 23,828 -2,021 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$420K 16,760 -1,114 -6%
CW
15
CreativeOne Wealth
Kansas
$366K 14,628 +14,628 New
LPL Financial
16
LPL Financial
California
$339K 13,548 -4,307 -24%
UCFA
17
United Capital Financial Advisors
Texas
$319K 12,757 – –
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$204K 8,150 +8,150 New
Osaic Holdings
19
Osaic Holdings
Arizona
$128K 5,128 -1,986 -28%
CTC
20
Central Trust Company
Missouri
$123K 4,893 +2,513 +106%
MIM
21
Macroview Investment Management
Maryland
$92K 3,676 -13,221 -78%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.3K 3,325 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$70K 2,804 -1,002 -26%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$60K 2,208 -431 -16%
PAG
25
Private Advisor Group
New Jersey
$54K 2,142 +2,142 New
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