WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

47 hedge funds and large institutions have $62.6M invested in WisdomTree Equity Premium Income Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
47
Holders Change
+12
Holders Change %
+34.29%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
9
Closed
1
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$11K

Top Buyers

1
TPI
1
Trust Point Inc
Wisconsin
$10.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.54M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.39M
4
AC
4
Avestar Capital
New York
$3.81M
5
RJT
5
Raymond James Trust
Florida
$3.01M

Top Sellers

1
GWSA
1
Global Wealth Strategies & Associates
Colorado
$59K
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
AWM
3
AE Wealth Management
Kansas
$321K
4
Bank of America
4
Bank of America
North Carolina
$569K
5
UBS Group
5
UBS Group
Switzerland
$734K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$12.9M 405,440 – –
TPI
2
Trust Point Inc
Wisconsin
$10.3M 324,075 +324,075 New
SIM
3
Stratos Investment Management
Ohio
$9.18M 289,496 +21,461 +8%
AC
4
Avestar Capital
New York
$3.81M 120,040 +26,235 +28%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.54M 111,749 +88,661 +384%
RJT
6
Raymond James Trust
Florida
$3.01M 94,912 +23,400 +33%
OWM
7
Opes Wealth Management
California
$2.57M 81,198 +2,872 +4%
CTC
8
Central Trust Company
Missouri
$1.99M 62,773 +15,889 +34%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.39M 43,891 +29,569 +206%
CAN
10
Cetera Advisor Networks
California
$1.35M 42,594 -74 -0.2%
PCMF
11
Private Capital Management (Florida)
Florida
$1.08M 34,040 +3,432 +11%
OMC
12
Old Mission Capital
Illinois
$1.06M 33,283 +12,040 +57%
PAG
13
Private Advisor Group
New Jersey
$858K 27,059 +3,443 +15%
Morgan Stanley
14
Morgan Stanley
New York
$742K 23,398 +14,047 +150%
UBS Group
15
UBS Group
Switzerland
$734K 23,153 -1,155 -5%
MML Investors Services
16
MML Investors Services
Massachusetts
$672K 21,211 +21,211 New
KIA
17
KLR Investment Advisors
Rhode Island
$656K 20,691 -387 -2%
HWM
18
HB Wealth Management
Georgia
$586K 18,475 +46 +0.2%
Bank of America
19
Bank of America
North Carolina
$569K 17,951 -2,768 -13%
Osaic Holdings
20
Osaic Holdings
Arizona
$512K 16,152 +1,685 +12%
GBWM
21
Granite Bay Wealth Management
New Hampshire
$431K 13,600 +13,600 New
KA
22
Klingman & Associates
New York
$426K 13,435 – –
CSPAM
23
Cary Street Partners Asset Management
Virginia
$418K 13,174 +13,174 New
LPL Financial
24
LPL Financial
California
$414K 13,047 +316 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$409K 12,916 +10,797 +510%
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