WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

32 hedge funds and large institutions have $61.4M invested in WisdomTree Equity Premium Income Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
17
Reduced
8
Closed
2
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$124K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$14.2M
2
SIM
2
Stratos Investment Management
Ohio
$8.12M
3
PCMF
3
Private Capital Management (Florida)
Florida
$857K
4
GWSA
4
Global Wealth Strategies & Associates
Colorado
$5.36M
5
OWM
5
Opes Wealth Management
California
$1.94M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$514K
2
HWM
2
HB Wealth Management
Georgia
$1.06M
3
CTC
3
Central Trust Company
Missouri
$1.36M
4
OMC
4
Old Mission Capital
Illinois
$0
5
CAN
5
Cetera Advisor Networks
California
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$14.2M 438,382 +74,205 +20%
CCM
2
Crabel Capital Management
California
$13.1M 405,440 -10 -0%
SIM
3
Stratos Investment Management
Ohio
$8.12M 250,471 +14,099 +6%
GWSA
4
Global Wealth Strategies & Associates
Colorado
$5.36M 165,532 +8,771 +6%
SEI Investments
5
SEI Investments
Pennsylvania
$4.84M 149,410 +3,836 +3%
OWM
6
Opes Wealth Management
California
$1.94M 59,985 +7,380 +14%
RJT
7
Raymond James Trust
Florida
$1.92M 59,376 -286 -0.5%
CTC
8
Central Trust Company
Missouri
$1.36M 41,914 -18,293 -30%
CAN
9
Cetera Advisor Networks
California
$1.36M 41,858 -1,333 -3%
UBS Group
10
UBS Group
Switzerland
$1.34M 41,355 +2,153 +5%
HWM
11
HB Wealth Management
Georgia
$1.06M 32,720 -22,239 -40%
PCMF
12
Private Capital Management (Florida)
Florida
$857K 26,450 +9,069 +52%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$719K 22,183 +244 +1%
KIA
14
KLR Investment Advisors
Rhode Island
$705K 21,760 +682 +3%
PAG
15
Private Advisor Group
New Jersey
$673K 20,649 +2,994 +17%
Bank of America
16
Bank of America
North Carolina
$671K 20,719 – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$514K 15,862 -25,431 -62%
KA
18
Klingman & Associates
New York
$435K 13,435 – –
Morgan Stanley
19
Morgan Stanley
New York
$387K 11,955 +4,981 +71%
APW
20
Atlantic Private Wealth
North Carolina
$321K 9,908 – –
RJA
21
Raymond James & Associates
Florida
$306K 9,452 -1,145 -11%
LPL Financial
22
LPL Financial
California
$300K 9,245 +2,508 +37%
T
23
TRUADVICE
Florida
$287K 8,921 -859 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$166K 5,120 +555 +12%
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$149K 4,606 +595 +15%
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