WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

33 hedge funds and large institutions have $82.9M invested in WisdomTree Equity Premium Income Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
3
Increased
5
Reduced
17
Closed
3
Calls
–
Puts
$1.04M
Net Calls
-$1.04M
Net Calls Change
-$27K

Top Buyers

1
T
1
TRUADVICE
Florida
$914K
2
LWA
2
Lenox Wealth Advisors
New York
$44.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$485K
4
ML
4
McAdam LLC
Pennsylvania
$3.51M
5
SIM
5
Stratos Investment Management
Ohio
$1.49M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.74M
2
RF
2
RHS Financial
California
$3.67M
3
SEI Investments
3
SEI Investments
Pennsylvania
$3.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$824K
5
UBS Group
5
UBS Group
Switzerland
$240K
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
1
Lenox Wealth Advisors
New York
$44.6M 1,665,243 +23,938 +1%
CCM
2
Crabel Capital Management
California
$10.9M 405,440 – –
Bank of America
3
Bank of America
North Carolina
$4.74M 177,189 -228,162 -56%
CWM
4
Cabot Wealth Management
Massachusetts
$3.72M 139,076 -13,481 -9%
RF
5
RHS Financial
California
$3.67M 137,192 -59,208 -30%
ML
6
McAdam LLC
Pennsylvania
$3.51M 131,318 +7,477 +6%
SEI Investments
7
SEI Investments
Pennsylvania
$3.01M 112,573 -26,639 -19%
SIM
8
Stratos Investment Management
Ohio
$1.49M 55,786 +1,281 +2%
HB
9
Homrich & Berg
Georgia
$1.28M 47,963 -454 -0.9%
FEG
10
Financial Enhancement Group
Indiana
$1.11M 41,490 -764 -2%
T
11
TRUADVICE
Florida
$914K 33,799 +33,799 New
Morgan Stanley
12
Morgan Stanley
New York
$824K 30,800 -25,919 -46%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$485K 18,113 +18,113 New
CG
14
Colony Group
Massachusetts
$449K 16,793 -7,035 -30%
CW
15
CreativeOne Wealth
Kansas
$377K 14,098 -530 -4%
LPL Financial
16
LPL Financial
California
$332K 12,394 -1,154 -9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$313K 11,704 -5,056 -30%
UCFA
18
United Capital Financial Advisors
Texas
$261K 9,742 -3,015 -24%
UBS Group
19
UBS Group
Switzerland
$240K 8,962 -16,445 -65%
CTC
20
Central Trust Company
Missouri
$148K 5,517 +624 +13%
Osaic Holdings
21
Osaic Holdings
Arizona
$109K 4,089 -1,039 -20%
MIM
22
Macroview Investment Management
Maryland
$97K 3,634 -42 -1%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89K 3,325 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$68K 2,550 -254 -9%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$45K 1,697 – –
1
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