WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

39 hedge funds and large institutions have $80.9M invested in WisdomTree Equity Premium Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
11
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Opes Wealth Management
California
$1.37M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$845K
3
KA
3
Klingman & Associates
New York
$493K
4
OMC
4
Old Mission Capital
Illinois
$898K
5
RJT
5
Raymond James Trust
Florida
$290K

Top Sellers

1
RF
1
RHS Financial
California
$1.5M
2
Bank of America
2
Bank of America
North Carolina
$1.42M
3
LWA
3
Lenox Wealth Advisors
New York
$48.7M
4
LPL Financial
4
LPL Financial
California
$0
5
ML
5
McAdam LLC
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
1
Lenox Wealth Advisors
New York
$48.7M 1,613,107 -29,152 -2%
CCM
2
Crabel Capital Management
California
$12.2M 405,430 -20 -0%
SEI Investments
3
SEI Investments
Pennsylvania
$3.37M 118,217 – –
SIM
4
Stratos Investment Management
Ohio
$1.76M 58,193 +3,628 +7%
RF
5
RHS Financial
California
$1.5M 49,516 -64,567 -57%
Bank of America
6
Bank of America
North Carolina
$1.42M 47,097 -57,555 -55%
HB
7
Homrich & Berg
Georgia
$1.39M 46,068 -1,932 -4%
OWM
8
Opes Wealth Management
California
$1.37M 45,397 +45,397 New
T
9
TRUADVICE
Florida
$1.16M 37,832 +1,977 +6%
Citadel Advisors
10
Citadel Advisors
Florida
$1.09M 36,081 -1,713 -5%
OMC
11
Old Mission Capital
Illinois
$898K 29,747 +14,035 +89%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$845K 27,964 +16,373 +141%
UBS Group
13
UBS Group
Switzerland
$653K 21,624 +4,555 +27%
RJA
14
Raymond James & Associates
Florida
$583K 19,299 +5,250 +37%
KA
15
Klingman & Associates
New York
$493K 16,316 +16,316 New
CW
16
CreativeOne Wealth
Kansas
$449K 14,847 +685 +5%
CG
17
Colony Group
Massachusetts
$387K 12,803 -2,419 -16%
KAS
18
Kestra Advisory Services
Texas
$360K 11,924 -2,584 -18%
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$345K 11,424 +3,475 +44%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$344K 11,395 -262 -2%
UCFA
21
United Capital Financial Advisors
Texas
$299K 9,908 – –
RJT
22
Raymond James Trust
Florida
$290K 9,618 +9,618 New
Morgan Stanley
23
Morgan Stanley
New York
$235K 7,785 -5,236 -40%
CTC
24
Central Trust Company
Missouri
$146K 4,835 -350 -7%
GM
25
GeoWealth Management
Illinois
$131K 4,352 +4,352 New
1
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