WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

45 hedge funds and large institutions have $63M invested in WisdomTree Equity Premium Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
15
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$1.47M
2
SIM
2
Stratos Investment Management
Ohio
$10.7M
3
CWM
3
Castle Wealth Management
Florida
$654K
4
LPL Financial
4
LPL Financial
California
$975K
5
PCMF
5
Private Capital Management (Florida)
Florida
$1.61M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$643K
2
OMC
2
Old Mission Capital
Illinois
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$847K
5
PAG
5
Private Advisor Group
New Jersey
$496K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$13.5M 405,440 – –
TPI
2
Trust Point Inc
Wisconsin
$10.9M 328,527 +4,452 +1%
SIM
3
Stratos Investment Management
Ohio
$10.7M 320,260 +30,764 +11%
AC
4
Avestar Capital
New York
$3.63M 109,045 -10,995 -9%
RJT
5
Raymond James Trust
Florida
$3.15M 94,724 -188 -0.2%
OWM
6
Opes Wealth Management
California
$2.78M 83,547 +2,349 +3%
CTC
7
Central Trust Company
Missouri
$2.03M 60,993 -1,780 -3%
PCMF
8
Private Capital Management (Florida)
Florida
$1.61M 48,492 +14,452 +42%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.47M 44,178 +44,178 New
CAN
10
Cetera Advisor Networks
California
$1.45M 43,515 +921 +2%
Morgan Stanley
11
Morgan Stanley
New York
$1.1M 32,967 +9,569 +41%
LPL Financial
12
LPL Financial
California
$975K 29,294 +16,247 +125%
UBS Group
13
UBS Group
Switzerland
$856K 25,707 +2,554 +11%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$847K 25,430 -18,461 -42%
CWM
15
Castle Wealth Management
Florida
$654K 19,644 +19,644 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$643K 19,301 -92,448 -83%
KIA
17
KLR Investment Advisors
Rhode Island
$577K 18,013 -2,678 -13%
HWM
18
HB Wealth Management
Georgia
$553K 16,617 -1,858 -10%
Bank of America
19
Bank of America
North Carolina
$539K 16,179 -1,772 -10%
CSPAM
20
Cary Street Partners Asset Management
Virginia
$518K 15,552 +2,378 +18%
PAG
21
Private Advisor Group
New Jersey
$496K 14,908 -12,151 -45%
KA
22
Klingman & Associates
New York
$447K 13,435 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$436K 13,106 -3,046 -19%
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$436K 13,100 +335 +3%
PA
25
Pineridge Advisors
Missouri
$356K 10,695 +922 +9%
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