Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
410,657
-
Shares change
-
+207,289
-
Total reported value, excl. options
-
$11,225,000
-
Value change
-
+$5,672,670
-
Number of buys
-
9
-
Number of sells
-
-2
-
Price
-
$27.33
Significant Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q4 2016
11 filings reported holding WTPI - WISDOMTREE TR - EQUITY PREMIUM as of Q4 2016.
WISDOMTREE TR - EQUITY PREMIUM (WTPI) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 410,657 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (164,981 shares), MORGAN STANLEY (88,998 shares), Financial Enhancement Group LLC (52,233 shares), LPL Financial LLC (50,616 shares), CITADEL ADVISORS LLC (22,482 shares), Cambridge Investment Research Advisors, Inc. (18,102 shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (8,140 shares), MSI Financial Services Inc (3,526 shares), UBS Group AG (1,465 shares), and LADENBURG THALMANN FINANCIAL SERVICES INC. (114 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.