Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
3,095,983
-
Share change
-
-350,011
-
Total reported value
-
$82,852,486
-
Price per share
-
$26.76
-
Number of holders
-
32
-
Value change
-
-$9,360,555
-
Number of buys
-
6
-
Number of sells
-
20
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q3 2020
As of 30 Sep 2020,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,095,983 shares.
The largest 10 holders included
Lenox Wealth Advisors, LLC, Crabel Capital Management, LLC, BANK OF AMERICA CORP /DE/, CABOT WEALTH MANAGEMENT INC, RHS Financial, LLC, McAdam, LLC, SEI INVESTMENTS CO, Fundamentun, LLC, Homrich & Berg, and Financial Enhancement Group LLC.
This page lists
32
institutional shareholders reporting positions in this security
for the Q3 2020 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.