WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

42 hedge funds and large institutions have $44.1M invested in WisdomTree Equity Premium Income Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
12
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APW
1
Atlantic Private Wealth
North Carolina
$3.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.37M
3
HWM
3
HB Wealth Management
Georgia
$1.58M
4
SIM
4
Stratos Investment Management
Ohio
$4.94M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.29M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
WANY
3
Wealthspire Advisors (New York)
New York
$0
4
RF
4
RHS Financial
California
$523K
5
RJT
5
Raymond James Trust
Florida
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$14M 405,440 -10 -0%
SEI Investments
2
SEI Investments
Pennsylvania
$5.01M 145,624 +3,086 +2%
SIM
3
Stratos Investment Management
Ohio
$4.94M 143,068 +38,108 +36%
APW
4
Atlantic Private Wealth
North Carolina
$3.41M 9,908 +9,908 New
Morgan Stanley
5
Morgan Stanley
New York
$2.37M 68,672 +50,582 +280%
OWM
6
Opes Wealth Management
California
$1.82M 52,755 +1,627 +3%
HWM
7
HB Wealth Management
Georgia
$1.58M 45,837 +45,837 New
UBS Group
8
UBS Group
Switzerland
$1.3M 37,529 -1,656 -4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.29M 37,492 +27,225 +265%
RJT
10
Raymond James Trust
Florida
$1.1M 31,749 -1,689 -5%
Bank of America
11
Bank of America
North Carolina
$946K 27,407 -200 -0.7%
CTC
12
Central Trust Company
Missouri
$583K 16,889 +11,349 +205%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$554K 16,047 +16,047 New
CAN
14
Cetera Advisor Networks
California
$526K 15,239 +6,356 +72%
RF
15
RHS Financial
California
$523K 15,141 -5,609 -27%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$521K 15,083 +3,994 +36%
KA
17
Klingman & Associates
New York
$507K 14,685 – –
RJA
18
Raymond James & Associates
Florida
$404K 11,697 -447 -4%
T
19
TRUADVICE
Florida
$392K 11,507 +186 +2%
CG
20
Colony Group
Massachusetts
$366K 10,597 -719 -6%
CSPAM
21
Cary Street Partners Asset Management
Virginia
$366K 10,617 +10,617 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$356K 10,310 +9,008 +692%
LWA
23
Lenox Wealth Advisors
New York
$229K 6,626 -147 -2%
LPL Financial
24
LPL Financial
California
$203K 5,869 +5,869 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$203K 5,882 +5,882 New
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