WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

38 hedge funds and large institutions have $78.4M invested in WisdomTree Equity Premium Income Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
9
Reduced
14
Closed
5
Calls
–
Puts
$1.18M
Net Calls
-$1.18M
Net Calls Change
-$144K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.08M
2
OMC
2
Old Mission Capital
Illinois
$448K
3
KAS
3
Kestra Advisory Services
Texas
$412K
4
RJA
4
Raymond James & Associates
Florida
$401K
5
UBS Group
5
UBS Group
Switzerland
$487K

Top Sellers

1
CWM
1
Cabot Wealth Management
Massachusetts
$0
2
ML
2
McAdam LLC
Pennsylvania
$206K
3
Bank of America
3
Bank of America
North Carolina
$2.99M
4
FEG
4
Financial Enhancement Group
Indiana
$0
5
RF
5
RHS Financial
California
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
1
Lenox Wealth Advisors
New York
$46.9M 1,642,259 -22,984 -1%
CCM
2
Crabel Capital Management
California
$11.6M 405,450 +10 +0%
SEI Investments
3
SEI Investments
Pennsylvania
$3.37M 118,217 +5,644 +5%
RF
4
RHS Financial
California
$3.26M 114,083 -23,109 -17%
Bank of America
5
Bank of America
North Carolina
$2.99M 104,652 -72,537 -41%
SIM
6
Stratos Investment Management
Ohio
$1.56M 54,565 -1,221 -2%
HB
7
Homrich & Berg
Georgia
$1.37M 48,000 +37 +0.1%
Citadel Advisors
8
Citadel Advisors
Florida
$1.08M 37,794 +37,794 New
T
9
TRUADVICE
Florida
$1.03M 35,855 +2,056 +6%
UBS Group
10
UBS Group
Switzerland
$487K 17,069 +8,107 +90%
OMC
11
Old Mission Capital
Illinois
$448K 15,712 +15,712 New
CG
12
Colony Group
Massachusetts
$434K 15,222 -1,571 -9%
KAS
13
Kestra Advisory Services
Texas
$412K 14,508 +14,508 New
CW
14
CreativeOne Wealth
Kansas
$404K 14,162 +64 +0.5%
RJA
15
Raymond James & Associates
Florida
$401K 14,049 +14,049 New
Morgan Stanley
16
Morgan Stanley
New York
$372K 13,021 -17,779 -58%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$333K 11,657 -47 -0.4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$331K 11,591 -6,522 -36%
LPL Financial
19
LPL Financial
California
$286K 10,029 -2,365 -19%
UCFA
20
United Capital Financial Advisors
Texas
$283K 9,908 +166 +2%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$227K 7,949 +6,899 +657%
ML
22
McAdam LLC
Pennsylvania
$206K 7,190 -124,128 -95%
CTC
23
Central Trust Company
Missouri
$148K 5,185 -332 -6%
MIM
24
Macroview Investment Management
Maryland
$107K 3,745 +111 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$100K 3,490 -599 -15%
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