WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

35 hedge funds and large institutions have $32.7M invested in WisdomTree Equity Premium Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
12
Reduced
10
Closed
9
Calls
–
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.47M
2
RJT
2
Raymond James Trust
Florida
$1.08M
3
AWM
3
AE Wealth Management
Kansas
$492K
4
SIM
4
Stratos Investment Management
Ohio
$2.29M
5
SEI Investments
5
SEI Investments
Pennsylvania
$4.09M

Top Sellers

1
LWA
1
Lenox Wealth Advisors
New York
$288K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$221K
4
Bank of America
4
Bank of America
North Carolina
$919K
5
RF
5
RHS Financial
California
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$12.9M 405,440 +10 +0%
SEI Investments
2
SEI Investments
Pennsylvania
$4.09M 129,159 +10,942 +9%
SIM
3
Stratos Investment Management
Ohio
$2.29M 72,088 +13,895 +24%
OWM
4
Opes Wealth Management
California
$1.56M 49,161 +3,764 +8%
UBS Group
5
UBS Group
Switzerland
$1.47M 46,204 +24,580 +114%
HB
6
Homrich & Berg
Georgia
$1.46M 46,068 – –
T
7
TRUADVICE
Florida
$1.31M 40,893 +3,061 +8%
RF
8
RHS Financial
California
$1.1M 34,698 -14,818 -30%
RJT
9
Raymond James Trust
Florida
$1.08M 34,136 +24,518 +255%
Bank of America
10
Bank of America
North Carolina
$919K 28,926 -18,171 -39%
OMC
11
Old Mission Capital
Illinois
$672K 21,164 -8,583 -29%
AWM
12
AE Wealth Management
Kansas
$492K 15,480 +15,480 New
KA
13
Klingman & Associates
New York
$466K 14,685 -1,631 -10%
RJA
14
Raymond James & Associates
Florida
$446K 14,049 -5,250 -27%
CG
15
Colony Group
Massachusetts
$361K 11,379 -1,424 -11%
Morgan Stanley
16
Morgan Stanley
New York
$349K 10,989 +3,204 +41%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$348K 10,948 -447 -4%
LWA
18
Lenox Wealth Advisors
New York
$288K 9,078 -1,604,029 -99%
HWMA
19
Heritage Wealth Management (Arizona)
Arizona
$237K 7,478 +7,478 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$221K 6,956 -21,008 -75%
CTC
21
Central Trust Company
Missouri
$173K 5,450 +615 +13%
Osaic Holdings
22
Osaic Holdings
Arizona
$113K 3,565 -128 -3%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K 3,325 – –
MIM
24
Macroview Investment Management
Maryland
$95K 2,993 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$54K 1,687 – –
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