Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
4,634,098
-
Shares change
-
+3,400,904
-
Total reported value, excl. options
-
$134,432,483
-
Value change
-
+$98,733,443
-
Number of buys
-
21
-
Number of sells
-
-3
-
Price
-
$29.01
Significant Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q2 2017
27 filings reported holding WTPI - WISDOMTREE TR - EQUITY PREMIUM as of Q2 2017.
WISDOMTREE TR - EQUITY PREMIUM (WTPI) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,634,098 shares
.
Largest 10 shareholders include Orgel Wealth Management, LLC (3,085,024 shares), BANK OF AMERICA CORP /DE/ (566,151 shares), MORGAN STANLEY (213,124 shares), ROYAL BANK OF CANADA (193,379 shares), Blue Sky Asset Management, LLC (130,992 shares), RAYMOND JAMES & ASSOCIATES (111,434 shares), LPL Financial LLC (69,536 shares), Financial Enhancement Group LLC (56,591 shares), Institute for Wealth Management, LLC. (48,955 shares), and Janney Montgomery Scott LLC (33,582 shares).
This table shows the top 25 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.