Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
5,546,004
-
Share change
-
+142,635
-
Total reported value
-
$157,950,813
-
Price per share
-
$28.48
-
Number of holders
-
43
-
Value change
-
+$4,104,721
-
Number of buys
-
23
-
Number of sells
-
20
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q4 2019
As of 31 Dec 2019,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,546,004 shares.
The largest 10 holders included
Crabel Capital Management, LLC, Lenox Wealth Advisors, LLC, BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, SEI INVESTMENTS CO, CABOT WEALTH MANAGEMENT INC, RHS Financial, LLC, McAdam, LLC, Financial Enhancement Group LLC, and Fundamentun, LLC.
This page lists
43
institutional shareholders reporting positions in this security
for the Q4 2019 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.