WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

49 hedge funds and large institutions have $68.3M invested in WisdomTree Equity Premium Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
23
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Castle Wealth Management
Florida
$6.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.22M
3
LPL Financial
3
LPL Financial
California
$3.52M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.77M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$3.4M

Top Sellers

1
CCM
1
Crabel Capital Management
California
$5.06M
2
OMC
2
Old Mission Capital
Illinois
$0
3
RJA
3
Raymond James & Associates
Florida
$300K
4
AC
4
Avestar Capital
New York
$4.06M
5
Bank of America
5
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TPI
1
Trust Point Inc
Wisconsin
$7.58M 229,077 -3,663 -2%
CWM
2
Castle Wealth Management
Florida
$6.77M 204,637 +158,841 +347%
CCM
3
Crabel Capital Management
California
$5.06M 152,780 -252,660 -62%
Morgan Stanley
4
Morgan Stanley
New York
$4.22M 127,357 +77,389 +155%
AC
5
Avestar Capital
New York
$4.06M 122,807 -13,056 -10%
CSPAM
6
Cary Street Partners Asset Management
Virginia
$3.6M 108,721 +38,957 +56%
LPL Financial
7
LPL Financial
California
$3.52M 106,463 +59,773 +128%
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$3.4M 102,861 +48,932 +91%
OWM
9
Opes Wealth Management
California
$2.86M 86,345 +3,205 +4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.38M 71,949 +37,552 +109%
GBWM
11
Granite Bay Wealth Management
New Hampshire
$2.33M 70,511 +46,721 +196%
CTC
12
Central Trust Company
Missouri
$2.22M 67,167 +13,115 +24%
S4W
13
Solutions 4 Wealth
Texas
$2.02M 61,088 +2,675 +5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2M 60,408 +15,250 +34%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.77M 53,411 +53,411 New
AWA
16
Arkadios Wealth Advisors
Georgia
$1.65M 49,982 +38,170 +323%
PCMF
17
Private Capital Management (Florida)
Florida
$1.61M 48,589 -129 -0.3%
RJT
18
Raymond James Trust
Florida
$1.49M 44,940 +4,261 +10%
CAM
19
Cresset Asset Management
Illinois
$1.22M 36,901 +7,921 +27%
UBS Group
20
UBS Group
Switzerland
$980K 29,617 +4,750 +19%
Osaic Holdings
21
Osaic Holdings
Arizona
$873K 26,368 +6,790 +35%
NA
22
NewEdge Advisors
Louisiana
$788K 23,805 +23,805 New
Jane Street
23
Jane Street
New York
$760K 22,952 -9,488 -29%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$601K 18,164 -3,067 -14%
BWP
25
Baldwin Wealth Partners
Massachusetts
$524K 15,829 +15,829 New
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