Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
5,084,570
-
Share change
-
+413,067
-
Total reported value
-
$149,704,335
-
Price per share
-
$29.48
-
Number of holders
-
32
-
Value change
-
+$12,189,295
-
Number of buys
-
24
-
Number of sells
-
4
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q3 2017
As of 30 Sep 2017,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,084,570 shares.
The largest 10 holders included
Orgel Wealth Management, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, ROYAL BANK OF CANADA, Blue Sky Asset Management, LLC, RAYMOND JAMES & ASSOCIATES, LPL Financial LLC, Institute for Wealth Management, LLC., Financial Enhancement Group LLC, and REGIONS FINANCIAL CORP.
This page lists
32
institutional shareholders reporting positions in this security
for the Q3 2017 filing period.
| 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.