WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

35 hedge funds and large institutions have $50.5M invested in WisdomTree Equity Premium Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
14
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Avestar Capital
New York
$2.88M
2
OMC
2
Old Mission Capital
Illinois
$653K
3
OWM
3
Opes Wealth Management
California
$2.41M
4
SIM
4
Stratos Investment Management
Ohio
$8.23M
5
GWSA
5
Global Wealth Strategies & Associates
Colorado
$5.55M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$408K
2
UBS Group
2
UBS Group
Switzerland
$747K
3
HWM
3
HB Wealth Management
Georgia
$566K
4
T
4
TRUADVICE
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$12.5M 405,440 – –
SIM
2
Stratos Investment Management
Ohio
$8.23M 268,035 +17,564 +7%
GWSA
3
Global Wealth Strategies & Associates
Colorado
$5.55M 180,662 +15,130 +9%
SEI Investments
4
SEI Investments
Pennsylvania
$4.93M 160,466 +11,056 +7%
AC
5
Avestar Capital
New York
$2.88M 93,805 +93,805 New
OWM
6
Opes Wealth Management
California
$2.41M 78,326 +18,341 +31%
RJT
7
Raymond James Trust
Florida
$2.2M 71,512 +12,136 +20%
CTC
8
Central Trust Company
Missouri
$1.44M 46,884 +4,970 +12%
CAN
9
Cetera Advisor Networks
California
$1.31M 42,668 +810 +2%
PCMF
10
Private Capital Management (Florida)
Florida
$940K 30,608 +4,158 +16%
UBS Group
11
UBS Group
Switzerland
$747K 24,308 -17,047 -41%
PAG
12
Private Advisor Group
New Jersey
$725K 23,616 +2,967 +14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$709K 23,088 +905 +4%
KIA
14
KLR Investment Advisors
Rhode Island
$654K 21,078 -682 -3%
OMC
15
Old Mission Capital
Illinois
$653K 21,243 +21,243 New
Bank of America
16
Bank of America
North Carolina
$636K 20,719 – –
HWM
17
HB Wealth Management
Georgia
$566K 18,429 -14,291 -44%
Osaic Holdings
18
Osaic Holdings
Arizona
$444K 14,467 +9,347 +183%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$440K 14,322 -1,540 -10%
KA
20
Klingman & Associates
New York
$413K 13,435 – –
AWM
21
AE Wealth Management
Kansas
$408K 13,273 -425,109 -97%
LPL Financial
22
LPL Financial
California
$391K 12,731 +3,486 +38%
APW
23
Atlantic Private Wealth
North Carolina
$304K 9,908 – –
RJA
24
Raymond James & Associates
Florida
$290K 9,452 – –
Morgan Stanley
25
Morgan Stanley
New York
$287K 9,351 -2,604 -22%
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