WTPI Institutional Ownership
WisdomTree Equity Premium Income Fund
1W: -0.1%
1M: -0.1%
3M: -0.1%
YTD: +0.1%
1Y: +3.0%
3Y: +40.9%
5Y: +43.8%
$32.93
+0.15 (+0.46%)
Weekly Expected Move ±1.2%
$32
$33
$33
$33
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — WTPI
98
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
270M
Total Invested
11
New Positions
42
Increased
31
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (113 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,883,263 | $62M | +217,930 | +13.1% | 14Q | SEC ↗ |
| 2 | Granite Bay Wealth Management, LLC | 1,259,604 | $41M | +55,855 | +4.6% | 11Q | SEC ↗ |
| 3 | MORGAN STANLEY | 853,355 | $28M | +180,251 | +26.8% | 39Q | SEC ↗ |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | 356,743 | $12M | +29,156 | +8.9% | 7Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 298,239 | $10M | +55,529 | +22.9% | 7Q | SEC ↗ |
| 6 | CASTLE WEALTH MANAGEMENT LLC | 284,265 | $9M | +8,657 | +3.1% | 10Q | SEC ↗ |
| 7 | WealthPlan Investment Management, LLC | 242,352 | $8M | -2,453 | -1.0% | 3Q | SEC ↗ |
| 8 | Solutions 4 Wealth, Ltd | 240,518 | $8M | +43,526 | +22.1% | 9Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 221,580 | $7M | +33,601 | +17.9% | 10Q | SEC ↗ |
| 10 | Pinnacle Financial Partners, Inc. NEW | 202,105 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Compass Financial Services Inc | 175,132 | $6M | +16,209 | +10.2% | 6Q | SEC ↗ |
| 12 | CENTRAL TRUST Co | 174,550 | $6M | +50,006 | +40.2% | 27Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 157,334 | $5M | +17,250 | +12.3% | 7Q | SEC ↗ |
| 14 | Private Capital Management, LLC | 123,547 | $4M | +8,831 | +7.7% | 18Q | SEC ↗ |
| 15 | EP Wealth Advisors, LLC NEW | 122,881 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 16 | US BANCORP \DE | 116,111 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 17 | Opes Wealth Management LLC | 115,731 | $4M | +2,951 | +2.6% | 21Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 96,737 | $3M | +62,329 | +181.1% | 26Q | SEC ↗ |
| 19 | CARY STREET PARTNERS INVESTMENT ADVISO | 95,620 | $3M | +61,636 | +181.4% | 3Q | SEC ↗ |
| 20 | TRUST POINT INC. | 85,822 | $3M | -25,994 | -23.2% | 11Q | SEC ↗ |
| 21 | UBS Group AG | 74,645 | $2M | +344 | +0.5% | 27Q | SEC ↗ |
| 22 | RESOLUTE CAPITAL, LLC | 64,023 | $2M | +15,219 | +31.2% | 3Q | SEC ↗ |
| 23 | Avestar Capital, LLC | 63,764 | $2M | +4,960 | +8.4% | 12Q | SEC ↗ |
| 24 | LANARK FINANCIAL, INC. | 63,321 | $2M | +12,364 | +24.3% | 2Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 57,526 | $2M | +6,118 | +11.9% | 26Q | SEC ↗ |
| 26 | PFG Investments, LLC | 55,442 | $2M | -150 | -0.3% | 3Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 53,911 | $2M | +6,738 | +14.3% | 38Q | SEC ↗ |
| 28 | CWM, LLC | 52,391 | $2M | +24,151 | +85.5% | 4Q | SEC ↗ |
| 29 | Visionary Wealth Advisors | 47,191 | $2M | +6,631 | +16.3% | 6Q | SEC ↗ |
| 30 | Tidemark, LLC | 46,978 | $2M | -7,653 | -14.0% | 7Q | SEC ↗ |
| 31 | Sanctuary Advisors, LLC | 44,481 | $1M | +694 | +1.6% | 7Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC | 40,600 | $1M | -6,541 | -13.9% | 5Q | SEC ↗ |
| 33 | Arkadios Wealth Advisors | 39,632 | $1M | +3,502 | +9.7% | 9Q | SEC ↗ |
| 34 | Creative Planning | 38,434 | $1M | +4,059 | +11.8% | 7Q | SEC ↗ |
| 35 | Cresset Asset Management, LLC | 36,261 | $1M | +3,650 | +11.2% | 9Q | SEC ↗ |
| 36 | Alpine Bank Wealth Management | 35,376 | $1M | -129,947 | -78.6% | 2Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 34,752 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 33,982 | $1M | -13,804 | -28.9% | 38Q | SEC ↗ |
| 39 | Prosperity Financial Group, Inc. | 30,472 | $1M | +421 | +1.4% | 4Q | SEC ↗ |
| 40 | OLD MISSION CAPITAL LLC NEW | 27,705 | $912K | — | +0.0% | 1Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC | 26,906 | $886K | -23,180 | -46.3% | 2Q | SEC ↗ |
| 42 | WealthPLAN Partners, LLC | 24,544 | $808K | +6,678 | +37.4% | 3Q | SEC ↗ |
| 43 | Private Advisor Group, LLC | 24,521 | $807K | +2,373 | +10.7% | 14Q | SEC ↗ |
| 44 | HARBOUR INVESTMENTS, INC. | 22,377 | $737K | +744 | +3.4% | 2Q | SEC ↗ |
| 45 | Kovack Advisors, Inc. | 19,669 | $648K | -427 | -2.1% | 6Q | SEC ↗ |
| 46 | Diversify Advisory Services, LLC NEW | 19,536 | $643K | — | +0.0% | 1Q | SEC ↗ |
| 47 | DIVERSIFY WEALTH MANAGEMENT, LLC | 19,536 | $643K | -6,315 | -24.4% | 2Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 19,499 | $642K | -4,229 | -17.8% | 6Q | SEC ↗ |
| 49 | Avory & Company, LLC | 15,267 | $503K | +100 | +0.7% | 7Q | SEC ↗ |
| 50 | U.S. Capital Wealth Advisors, LLC | 14,132 | $465K | +2,310 | +19.5% | 2Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Pinnacle Financial Partners, Inc. | 202,105 | $7M |
| EP Wealth Advisors, LLC | 122,881 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 34,752 | $1M |
| OLD MISSION CAPITAL LLC | 27,705 | $912K |
| Diversify Advisory Services, LLC | 19,536 | $643K |
| Arax Advisory Partners | 13,977 | $460K |
| Ameritas Advisory Services, LLC | 9,817 | $323K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,301 | $43K |
| PIN OAK INVESTMENT ADVISORS INC | 1,030 | $34K |
| Highland Investment Advisors LLC | 783 | $26K |
| COMPASS FINANCIAL MANAGEMENT LLC | 425 | $14K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TrueMark Investments, LLC | 34,568 | $1M |
| PARK AVENUE SECURITIES LLC | 28,795 | $948K |
| CreativeOne Wealth, LLC | 26,328 | $867K |
| Rockefeller Capital Management L.P. | 24,568 | $809K |
| MILESTONE ASSET MANAGEMENT, LLC | 17,574 | $579K |
| Envestnet Portfolio Solutions, Inc. | 16,199 | $533K |
| Western Wealth Management, LLC | 15,821 | $521K |
| Meridian Wealth Management, LLC | 13,805 | $455K |
| Collaborative Wealth Managment Inc. | 9,610 | $316K |
| Atlantic Private Wealth, LLC | 8,793 | $290K |
| HB Wealth Management, LLC | 8,259 | $272K |
| Keating Financial Advisory Services | 6,643 | $219K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 5,711 | $188K |
| Cascades Capital Asset Management, | 4,100 | $135K |
| TD PRIVATE CLIENT WEALTH LLC | 642 | $21K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 500 | $16K |
| Global Wealth Strategies & Associat | 499 | $16K |
| Operose Advisors LLC | 328 | $11K |
| STANCE CAPITAL LLC | 233 | $8K |
| PNC Financial Services Group, Inc. | 214 | $7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +217,930 | +13.1% | 1,883,263 |
| MORGAN STANLEY | +180,251 | +26.8% | 853,355 |
| JPMORGAN CHASE & CO | +62,329 | +181.1% | 96,737 |
| CARY STREET PARTNERS INVESTMENT ADV | +61,636 | +181.4% | 95,620 |
| Granite Bay Wealth Management, LLC | +55,855 | +4.6% | 1,259,604 |
| RAYMOND JAMES FINANCIAL INC | +55,529 | +22.9% | 298,239 |
| CENTRAL TRUST Co | +50,006 | +40.2% | 174,550 |
| Solutions 4 Wealth, Ltd | +43,526 | +22.1% | 240,518 |
| Cetera Investment Advisers | +33,601 | +17.9% | 221,580 |
| CARY STREET PARTNERS FINANCIAL LLC | +29,156 | +8.9% | 356,743 |
| CWM, LLC | +24,151 | +85.5% | 52,391 |
| Kestra Advisory Services, LLC | +17,250 | +12.3% | 157,334 |
| Compass Financial Services Inc | +16,209 | +10.2% | 175,132 |
| RESOLUTE CAPITAL, LLC | +15,219 | +31.2% | 64,023 |
| LANARK FINANCIAL, INC. | +12,364 | +24.3% | 63,321 |
| Private Capital Management, LLC | +8,831 | +7.7% | 123,547 |
| CASTLE WEALTH MANAGEMENT LLC | +8,657 | +3.1% | 284,265 |
| ROYAL BANK OF CANADA | +6,738 | +14.3% | 53,911 |
| WealthPLAN Partners, LLC | +6,678 | +37.4% | 24,544 |
| Visionary Wealth Advisors | +6,631 | +16.3% | 47,191 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Alpine Bank Wealth Management | -129,947 | -78.6% | 35,376 |
| TRUST POINT INC. | -25,994 | -23.2% | 85,822 |
| JANE STREET GROUP, LLC | -23,180 | -46.3% | 26,906 |
| ENVESTNET ASSET MANAGEMENT INC | -13,804 | -28.9% | 33,982 |
| Tidemark, LLC | -7,653 | -14.0% | 46,978 |
| NewEdge Advisors, LLC | -6,541 | -13.9% | 40,600 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -6,315 | -24.4% | 19,536 |
| WCG Wealth Advisors LLC | -5,834 | -32.7% | 12,012 |
| MML INVESTORS SERVICES, LLC | -4,229 | -17.8% | 19,499 |
| WealthPlan Investment Management, L | -2,453 | -1.0% | 242,352 |
| Maridea Wealth Management LLC | -1,410 | -9.1% | 14,094 |
| FIFTH THIRD BANCORP | -1,024 | -46.2% | 1,192 |
| REAP Financial Group, LLC | -610 | -26.4% | 1,697 |
| Roan Capital Partners | -536 | -6.9% | 7,227 |
| Kovack Advisors, Inc. | -427 | -2.1% | 19,669 |
| Cerity Partners LLC | -366 | -5.6% | 6,207 |
| COMMONWEALTH EQUITY SERVICES, LLC | -318 | -2.6% | 11,746 |
| Founders Financial Alliance, LLC | -200 | -14.0% | 1,233 |
| PFG Investments, LLC | -150 | -0.3% | 55,442 |
| FMR LLC | -124 | -35.6% | 224 |