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WTPI

WisdomTree Equity Premium Income Fund

59 hedge funds and large institutions have $76.1M invested in WisdomTree Equity Premium Income Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,092% more call options, than puts

Call options by funds: $285K | Put options by funds: $13K

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

20% more funds holding

Funds holding: 4959 (+10)

11% more capital invested

Capital invested by funds: $68.3M → $76.1M (+$7.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6.49% less ownership

Funds ownership: 53.58%47.08% (-6.5%)

Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
19
Reduced
12
Closed
5
Calls
$285K
Puts
$13K
Net Calls
+$272K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
1
Trust Point Inc
Wisconsin
$11.6M +$4.13M +122,634 +54%
CWM
2
Castle Wealth Management
Florida
$7.31M +$576K +17,107 +8%
CSP
3
Cary Street Partners
Virginia
$6.11M +$6.24M +185,334 New
GBWM
4
Granite Bay Wealth Management
New Hampshire
$5.39M +$3.13M +92,953 +132%
Raymond James Financial
5
Raymond James Financial
Florida
$4.47M +$4.57M +135,695 New
LPL Financial
6
LPL Financial
California
$4.42M +$926K +27,538 +26%
S4W
7
Solutions 4 Wealth
Texas
$3.93M +$1.95M +58,087 +95%
AC
8
Avestar Capital
New York
$3.91M -$141K -4,185 -3%
Morgan Stanley
9
Morgan Stanley
New York
$3.76M -$450K -13,378 -11%
OWM
10
Opes Wealth Management
California
$2.89M +$45.4K +1,349 +2%
CTC
11
Central Trust Company
Missouri
$2.29M +$72.5K +2,156 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.19M +$1.62M +48,283 +266%
PCMF
13
Private Capital Management (Florida)
Florida
$2.06M +$471K +13,989 +29%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.87M -$127K -3,766 -6%
SA
15
Sanctuary Advisors
Indiana
$1.64M +$1.64M +48,813 New
CAM
16
Cresset Asset Management
Illinois
$1.13M -$86K -2,555 -7%
UBS Group
17
UBS Group
Switzerland
$969K -$7.23K -215 -0.7%
Osaic Holdings
18
Osaic Holdings
Arizona
$963K +$95.6K +2,841 +11%
WWA
19
WCG Wealth Advisors
Nevada
$740K +$756K +22,458 New
DAS
20
Diversify Advisory Services
Utah
$657K +$676K +20,083 New
OC
21
Oppenheimer & Co
New York
$630K +$239K +7,102 +59%
Comerica Bank
22
Comerica Bank
Texas
$586K +$598K +17,768 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$582K +$403K +11,966 +210%
PAG
24
Private Advisor Group
New Jersey
$531K +$78.2K +2,325 +17%
Creative Planning
25
Creative Planning
Kansas
$455K +$465K +13,817 New