WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

49 hedge funds and large institutions have $57.9M invested in WisdomTree Equity Premium Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
17
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S4W
1
Solutions 4 Wealth
Texas
$1.95M
2
CSPAM
2
Cary Street Partners Asset Management
Virginia
$2.33M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$1.8M
4
Jane Street
4
Jane Street
New York
$1.08M
5
CAM
5
Cresset Asset Management
Illinois
$967K

Top Sellers

1
SIM
1
Stratos Investment Management
Ohio
$0
2
TPI
2
Trust Point Inc
Wisconsin
$7.76M
3
RJT
3
Raymond James Trust
Florida
$1.36M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
CTC
5
Central Trust Company
Missouri
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Crabel Capital Management
California
$13.5M 405,440 – –
TPI
2
Trust Point Inc
Wisconsin
$7.76M 232,740 -95,787 -29%
AC
3
Avestar Capital
New York
$4.53M 135,863 +26,818 +25%
OWM
4
Opes Wealth Management
California
$2.77M 83,140 -407 -0.5%
CSPAM
5
Cary Street Partners Asset Management
Virginia
$2.33M 69,764 +54,212 +349%
S4W
6
Solutions 4 Wealth
Texas
$1.95M 58,413 +58,413 New
CTC
7
Central Trust Company
Missouri
$1.8M 54,052 -6,941 -11%
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$1.8M 53,929 +40,829 +312%
Morgan Stanley
9
Morgan Stanley
New York
$1.67M 49,968 +17,001 +52%
PCMF
10
Private Capital Management (Florida)
Florida
$1.63M 48,718 +226 +0.5%
LPL Financial
11
LPL Financial
California
$1.56M 46,690 +17,396 +59%
CWM
12
Castle Wealth Management
Florida
$1.53M 45,796 +26,152 +133%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.51M 45,158 +980 +2%
RJT
14
Raymond James Trust
Florida
$1.36M 40,679 -54,045 -57%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.15M 34,397 +8,967 +35%
Jane Street
16
Jane Street
New York
$1.08M 32,440 +32,440 New
CAM
17
Cresset Asset Management
Illinois
$967K 28,980 +28,980 New
RJA
18
Raymond James & Associates
Florida
$935K 28,025 +18,573 +196%
UBS Group
19
UBS Group
Switzerland
$830K 24,867 -840 -3%
GBWM
20
Granite Bay Wealth Management
New Hampshire
$794K 23,790 +16,067 +208%
OMC
21
Old Mission Capital
Illinois
$736K 22,052 +22,052 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$708K 21,231 +1,930 +10%
Osaic Holdings
23
Osaic Holdings
Arizona
$653K 19,578 +6,472 +49%
PAG
24
Private Advisor Group
New Jersey
$514K 15,404 +496 +3%
HWM
25
HB Wealth Management
Georgia
$508K 15,224 -1,393 -8%
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