WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

44 hedge funds and large institutions have $60.3M invested in WisdomTree Equity Premium Income Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
11
Reduced
16
Closed
4
Calls
–
Puts
$146K
Net Calls
-$146K
Net Calls Change
-$146K

Top Buyers

1
CTC
1
Central Trust Company
Missouri
$7.07M
2
AWM
2
AE Wealth Management
Kansas
$4.01M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.42M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.36M
5
RJT
5
Raymond James Trust
Florida
$2.24M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$728K
2
UBS Group
2
UBS Group
Switzerland
$788K
3
CSPAM
3
Cary Street Partners Asset Management
Virginia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$288K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$14.2M 405,440 – –
CTC
2
Central Trust Company
Missouri
$7.07M 201,428 +184,539 +1,093%
SIM
3
Stratos Investment Management
Ohio
$5.76M 164,077 +21,009 +15%
SEI Investments
4
SEI Investments
Pennsylvania
$5.15M 147,154 +1,530 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.42M 17,003 +11,299 +198%
Morgan Stanley
6
Morgan Stanley
New York
$4.36M 124,294 +55,622 +81%
AWM
7
AE Wealth Management
Kansas
$4.01M 114,219 +114,219 New
RJT
8
Raymond James Trust
Florida
$2.24M 63,791 +32,042 +101%
OWM
9
Opes Wealth Management
California
$1.83M 51,996 -759 -1%
HWM
10
HB Wealth Management
Georgia
$1.61M 45,837 – –
CSPIA
11
Cary Street Partners Investment Advisory
Virginia
$1.11M 31,547 +15,500 +97%
Bank of America
12
Bank of America
North Carolina
$818K 23,292 -4,115 -15%
UBS Group
13
UBS Group
Switzerland
$788K 22,439 -15,090 -40%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$728K 20,744 -16,748 -45%
OMC
15
Old Mission Capital
Illinois
$667K 18,986 +18,986 New
LPL Financial
16
LPL Financial
California
$664K 18,909 +13,040 +222%
CAN
17
Cetera Advisor Networks
California
$603K 17,185 +1,946 +13%
KA
18
Klingman & Associates
New York
$516K 14,685 – –
RF
19
RHS Financial
California
$511K 14,546 -595 -4%
PCMF
20
Private Capital Management (Florida)
Florida
$421K 12,000 +12,000 New
RJA
21
Raymond James & Associates
Florida
$411K 11,697 – –
T
22
TRUADVICE
Florida
$350K 10,301 -1,206 -10%
APW
23
Atlantic Private Wealth
North Carolina
$348K 9,908 – –
CG
24
Colony Group
Massachusetts
$336K 9,563 -1,034 -10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$288K 8,208 -6,875 -46%
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