WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

41 hedge funds and large institutions have $58M invested in WisdomTree Equity Premium Income Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CTC
1
Central Trust Company
Missouri
$8.81M
2
LPL Financial
2
LPL Financial
California
$1.86M
3
OMC
3
Old Mission Capital
Illinois
$1.44M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.31M
5
Jane Street
5
Jane Street
New York
$578K

Top Sellers

1
CSPIA
1
Cary Street Partners Investment Advisory
Virginia
$793K
2
SEI Investments
2
SEI Investments
Pennsylvania
$4.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$55K
4
RF
4
RHS Financial
California
$297K
5
UBS Group
5
UBS Group
Switzerland
$674K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$13M 405,440 – –
CTC
2
Central Trust Company
Missouri
$8.81M 275,566 +74,138 +37%
SIM
3
Stratos Investment Management
Ohio
$5.71M 178,557 +14,480 +9%
SEI Investments
4
SEI Investments
Pennsylvania
$4.5M 140,527 -6,627 -5%
Morgan Stanley
5
Morgan Stanley
New York
$4.29M 134,201 +9,907 +8%
AWM
6
AE Wealth Management
Kansas
$3.63M 113,722 -497 -0.4%
RJT
7
Raymond James Trust
Florida
$2.04M 63,791 – –
LPL Financial
8
LPL Financial
California
$1.86M 58,233 +39,324 +208%
OWM
9
Opes Wealth Management
California
$1.63M 50,994 -1,002 -2%
HWM
10
HB Wealth Management
Georgia
$1.47M 45,837 – –
OMC
11
Old Mission Capital
Illinois
$1.44M 45,101 +26,115 +138%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.31M 41,077 +20,333 +98%
Osaic Holdings
13
Osaic Holdings
Arizona
$991K 30,997 +13,994 +82%
CSPIA
14
Cary Street Partners Investment Advisory
Virginia
$793K 24,822 -6,725 -21%
CAN
15
Cetera Advisor Networks
California
$749K 23,453 +6,268 +36%
Bank of America
16
Bank of America
North Carolina
$736K 23,023 -269 -1%
UBS Group
17
UBS Group
Switzerland
$674K 21,103 -1,336 -6%
Jane Street
18
Jane Street
New York
$578K 18,079 +18,079 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$491K 15,372 +7,164 +87%
KA
20
Klingman & Associates
New York
$429K 13,435 -1,250 -9%
PCMF
21
Private Capital Management (Florida)
Florida
$383K 12,000 – –
RJA
22
Raymond James & Associates
Florida
$374K 11,697 – –
T
23
TRUADVICE
Florida
$332K 10,020 -281 -3%
APW
24
Atlantic Private Wealth
North Carolina
$317K 9,908 – –
GVAG
25
Great Valley Advisor Group
Delaware
$317K 9,914 +9,914 New
1
2