WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

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.

Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
0.79%
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

Top Buyers

1
CSP
1
Cary Street Partners
Virginia
$6.11M
2
Raymond James Financial
2
Raymond James Financial
Florida
$4.47M
3
TPI
3
Trust Point Inc
Wisconsin
$11.6M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$5.39M
5
S4W
5
Solutions 4 Wealth
Texas
$3.93M

Top Sellers

1
CCM
1
Crabel Capital Management
California
$0
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$211K
4
AWA
4
Arkadios Wealth Advisors
Georgia
$439K
5
NA
5
NewEdge Advisors
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TPI
1
Trust Point Inc
Wisconsin
$11.6M 351,711 +122,634 +54%
CWM
2
Castle Wealth Management
Florida
$7.31M 221,744 +17,107 +8%
CSP
3
Cary Street Partners
Virginia
$6.11M 185,334 +185,334 New
GBWM
4
Granite Bay Wealth Management
New Hampshire
$5.39M 163,464 +92,953 +132%
Raymond James Financial
5
Raymond James Financial
Florida
$4.47M 135,695 +135,695 New
LPL Financial
6
LPL Financial
California
$4.42M 134,001 +27,538 +26%
S4W
7
Solutions 4 Wealth
Texas
$3.93M 119,175 +58,087 +95%
AC
8
Avestar Capital
New York
$3.91M 118,622 -4,185 -3%
Morgan Stanley
9
Morgan Stanley
New York
$3.76M 113,979 -13,378 -11%
OWM
10
Opes Wealth Management
California
$2.89M 87,694 +1,349 +2%
CTC
11
Central Trust Company
Missouri
$2.29M 69,323 +2,156 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.19M 66,447 +48,283 +266%
PCMF
13
Private Capital Management (Florida)
Florida
$2.06M 62,578 +13,989 +29%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.87M 56,642 -3,766 -6%
SA
15
Sanctuary Advisors
Indiana
$1.64M 48,813 +48,813 New
CAM
16
Cresset Asset Management
Illinois
$1.13M 34,346 -2,555 -7%
UBS Group
17
UBS Group
Switzerland
$969K 29,402 -215 -0.7%
Osaic Holdings
18
Osaic Holdings
Arizona
$963K 29,209 +2,841 +11%
WWA
19
WCG Wealth Advisors
Nevada
$740K 22,458 +22,458 New
DAS
20
Diversify Advisory Services
Utah
$657K 20,083 +20,083 New
OC
21
Oppenheimer & Co
New York
$630K 19,111 +7,102 +59%
Comerica Bank
22
Comerica Bank
Texas
$586K 17,768 +17,768 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$582K 17,664 +11,966 +210%
PAG
24
Private Advisor Group
New Jersey
$531K 16,104 +2,325 +17%
Creative Planning
25
Creative Planning
Kansas
$455K 13,817 +13,817 New
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