WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

33 hedge funds and large institutions have $57.3M invested in WisdomTree Equity Premium Income Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
12
Reduced
13
Closed
8
Calls
–
Puts
$129K
Net Calls
-$129K
Net Calls Change
-$36K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$11.3M
2
SIM
2
Stratos Investment Management
Ohio
$7.34M
3
CAN
3
Cetera Advisor Networks
California
$1.34M
4
GWSA
4
Global Wealth Strategies & Associates
Colorado
$4.87M
5
PAG
5
Private Advisor Group
New Jersey
$548K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$74K
2
CSPAM
2
Cary Street Partners Asset Management
Virginia
$0
3
CTC
3
Central Trust Company
Missouri
$1.87M
4
GLA
4
Good Life Advisors
Pennsylvania
$0
5
HWM
5
HB Wealth Management
Georgia
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$12.6M 405,450 +10 +0%
AWM
2
AE Wealth Management
Kansas
$11.3M 364,177 +58,319 +19%
SIM
3
Stratos Investment Management
Ohio
$7.34M 236,372 +25,535 +12%
GWSA
4
Global Wealth Strategies & Associates
Colorado
$4.87M 156,761 +18,314 +13%
SEI Investments
5
SEI Investments
Pennsylvania
$4.52M 145,574 +12,404 +9%
CTC
6
Central Trust Company
Missouri
$1.87M 60,207 -43,192 -42%
RJT
7
Raymond James Trust
Florida
$1.85M 59,662 -562 -0.9%
HWM
8
HB Wealth Management
Georgia
$1.71M 54,959 -35,752 -39%
OWM
9
Opes Wealth Management
California
$1.63M 52,605 +3,467 +7%
CAN
10
Cetera Advisor Networks
California
$1.34M 43,191 +19,214 +80%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.28M 41,293 -1,317 -3%
UBS Group
12
UBS Group
Switzerland
$1.22M 39,202 +16,888 +76%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$681K 21,939 -11,671 -35%
KIA
14
KLR Investment Advisors
Rhode Island
$654K 21,078 +1,240 +6%
Bank of America
15
Bank of America
North Carolina
$643K 20,719 – –
PAG
16
Private Advisor Group
New Jersey
$548K 17,655 +17,655 New
PCMF
17
Private Capital Management (Florida)
Florida
$540K 17,381 +4,648 +37%
OMC
18
Old Mission Capital
Illinois
$479K 15,430 -14,359 -48%
KA
19
Klingman & Associates
New York
$417K 13,435 – –
RJA
20
Raymond James & Associates
Florida
$329K 10,597 -1,100 -9%
APW
21
Atlantic Private Wealth
North Carolina
$308K 9,908 – –
T
22
TRUADVICE
Florida
$307K 9,780 +458 +5%
Morgan Stanley
23
Morgan Stanley
New York
$216K 6,974 -6,486 -48%
LPL Financial
24
LPL Financial
California
$209K 6,737 +6,737 New
Osaic Holdings
25
Osaic Holdings
Arizona
$142K 4,565 -26,741 -85%
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