WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

39 hedge funds and large institutions have $66.6M invested in WisdomTree Equity Premium Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
14
Reduced
15
Closed
9
Calls
–
Puts
$93K
Net Calls
-$93K
Net Calls Change
-$93K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.24M
2
GWSA
2
Global Wealth Strategies & Associates
Colorado
$4.16M
3
CSPAM
3
Cary Street Partners Asset Management
Virginia
$1.53M
4
HWM
4
HB Wealth Management
Georgia
$2.72M
5
KIA
5
KLR Investment Advisors
Rhode Island
$596K

Top Sellers

1
CTC
1
Central Trust Company
Missouri
$3.11M
2
OMC
2
Old Mission Capital
Illinois
$895K
3
LPL Financial
3
LPL Financial
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$404K
5
GLA
5
Good Life Advisors
Pennsylvania
$1.14M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$12.2M 405,440 – –
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.24M 307,628 +306,016 +18,984%
AWM
3
AE Wealth Management
Kansas
$9.19M 305,858 -4,514 -1%
SIM
4
Stratos Investment Management
Ohio
$6.33M 210,837 +8,995 +4%
GWSA
5
Global Wealth Strategies & Associates
Colorado
$4.16M 138,447 +138,447 New
SEI Investments
6
SEI Investments
Pennsylvania
$4M 133,170 +6,114 +5%
CTC
7
Central Trust Company
Missouri
$3.11M 103,399 -188,725 -65%
HWM
8
HB Wealth Management
Georgia
$2.72M 90,711 +25,520 +39%
RJT
9
Raymond James Trust
Florida
$1.81M 60,224 -2,744 -4%
CSPAM
10
Cary Street Partners Asset Management
Virginia
$1.53M 50,801 +50,801 New
OWM
11
Opes Wealth Management
California
$1.48M 49,138 -2,186 -4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.28M 42,610 -1,159 -3%
GLA
13
Good Life Advisors
Pennsylvania
$1.14M 38,045 -8,094 -18%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.01M 33,610 +919 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$940K 31,306 +79 +0.3%
OMC
16
Old Mission Capital
Illinois
$895K 29,789 -60,858 -67%
CAN
17
Cetera Advisor Networks
California
$720K 23,977 -319 -1%
UBS Group
18
UBS Group
Switzerland
$670K 22,314 +5,172 +30%
Bank of America
19
Bank of America
North Carolina
$622K 20,719 +67 +0.3%
KIA
20
KLR Investment Advisors
Rhode Island
$596K 19,838 +19,838 New
Morgan Stanley
21
Morgan Stanley
New York
$404K 13,460 -12,950 -49%
KA
22
Klingman & Associates
New York
$403K 13,435 – –
PCMF
23
Private Capital Management (Florida)
Florida
$382K 12,733 +23 +0.2%
RJA
24
Raymond James & Associates
Florida
$351K 11,697 – –
GVAG
25
Great Valley Advisor Group
Delaware
$303K 10,094 -212 -2%
1
2