WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

44 hedge funds and large institutions have $59.1M invested in WisdomTree Equity Premium Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$9.26M
2
GLA
2
Good Life Advisors
Pennsylvania
$1.38M
3
OMC
3
Old Mission Capital
Illinois
$2.7M
4
SIM
4
Stratos Investment Management
Ohio
$6.02M
5
HWM
5
HB Wealth Management
Georgia
$1.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$788K
2
LPL Financial
2
LPL Financial
California
$505K
3
Jane Street
3
Jane Street
New York
$0
4
SEI Investments
4
SEI Investments
Pennsylvania
$3.79M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$353K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$12.1M 405,440 – –
AWM
2
AE Wealth Management
Kansas
$9.26M 310,372 +196,650 +173%
CTC
3
Central Trust Company
Missouri
$8.71M 292,124 +16,558 +6%
SIM
4
Stratos Investment Management
Ohio
$6.02M 201,842 +23,285 +13%
SEI Investments
5
SEI Investments
Pennsylvania
$3.79M 127,056 -13,471 -10%
OMC
6
Old Mission Capital
Illinois
$2.7M 90,647 +45,546 +101%
HWM
7
HB Wealth Management
Georgia
$1.94M 65,191 +19,354 +42%
RJT
8
Raymond James Trust
Florida
$1.88M 62,968 -823 -1%
OWM
9
Opes Wealth Management
California
$1.53M 51,324 +330 +0.6%
GLA
10
Good Life Advisors
Pennsylvania
$1.38M 46,139 +46,139 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.31M 43,769 +2,692 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$975K 32,691 +17,319 +113%
Osaic Holdings
13
Osaic Holdings
Arizona
$930K 31,227 +230 +0.7%
Morgan Stanley
14
Morgan Stanley
New York
$788K 26,410 -107,791 -80%
CAN
15
Cetera Advisor Networks
California
$725K 24,296 +843 +4%
Bank of America
16
Bank of America
North Carolina
$616K 20,652 -2,371 -10%
UBS Group
17
UBS Group
Switzerland
$511K 17,142 -3,961 -19%
LPL Financial
18
LPL Financial
California
$505K 16,934 -41,299 -71%
KA
19
Klingman & Associates
New York
$401K 13,435 – –
PCMF
20
Private Capital Management (Florida)
Florida
$379K 12,710 +710 +6%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$353K 11,831 -12,991 -52%
RJA
22
Raymond James & Associates
Florida
$349K 11,697 – –
GVAG
23
Great Valley Advisor Group
Delaware
$307K 10,306 +392 +4%
APW
24
Atlantic Private Wealth
North Carolina
$295K 9,908 – –
T
25
TRUADVICE
Florida
$293K 9,608 -412 -4%
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