WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

34 hedge funds and large institutions have $34M invested in WisdomTree Equity Premium Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
10
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIM
1
Stratos Investment Management
Ohio
$3.42M
2
KWM
2
Kingsview Wealth Management
Oregon
$821K
3
SEI Investments
3
SEI Investments
Pennsylvania
$4.64M
4
WANY
4
Wealthspire Advisors (New York)
New York
$291K
5
CAN
5
Cetera Advisor Networks
California
$289K

Top Sellers

1
T
1
TRUADVICE
Florida
$384K
2
AWM
2
AE Wealth Management
Kansas
$0
3
RF
3
RHS Financial
California
$676K
4
OMC
4
Old Mission Capital
Illinois
$371K
5
UBS Group
5
UBS Group
Switzerland
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$13.2M 405,450 +10 +0%
SEI Investments
2
SEI Investments
Pennsylvania
$4.64M 142,538 +13,379 +10%
SIM
3
Stratos Investment Management
Ohio
$3.42M 104,960 +32,872 +46%
OWM
4
Opes Wealth Management
California
$1.67M 51,128 +1,967 +4%
HB
5
Homrich & Berg
Georgia
$1.49M 45,837 -231 -0.5%
UBS Group
6
UBS Group
Switzerland
$1.28M 39,185 -7,019 -15%
RJT
7
Raymond James Trust
Florida
$1.09M 33,438 -698 -2%
Bank of America
8
Bank of America
North Carolina
$899K 27,607 -1,319 -5%
KWM
9
Kingsview Wealth Management
Oregon
$821K 25,227 +25,227 New
RF
10
RHS Financial
California
$676K 20,750 -13,948 -40%
Morgan Stanley
11
Morgan Stanley
New York
$589K 18,090 +7,101 +65%
KA
12
Klingman & Associates
New York
$478K 14,685 – –
RJA
13
Raymond James & Associates
Florida
$395K 12,144 -1,905 -14%
T
14
TRUADVICE
Florida
$384K 11,321 -29,572 -72%
OMC
15
Old Mission Capital
Illinois
$371K 11,387 -9,777 -46%
CG
16
Colony Group
Massachusetts
$368K 11,316 -63 -0.6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$361K 11,089 +141 +1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$334K 10,267 +3,311 +48%
WANY
19
Wealthspire Advisors (New York)
New York
$291K 8,924 +8,924 New
CAN
20
Cetera Advisor Networks
California
$289K 8,883 +8,883 New
LWA
21
Lenox Wealth Advisors
New York
$221K 6,773 -2,305 -25%
HWMA
22
Heritage Wealth Management (Arizona)
Arizona
$215K 6,606 -872 -12%
CTC
23
Central Trust Company
Missouri
$180K 5,540 +90 +2%
MIM
24
Macroview Investment Management
Maryland
$130K 3,995 +1,002 +33%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$55K 1,687 – –
1
2