Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
2,686,856
-
Shares change
-
-45,198
-
Total reported value, excl. options
-
$80,946,678
-
Value change
-
-$1,329,291
-
Number of buys
-
17
-
Number of sells
-
-19
-
Price
-
$30.19
Significant Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q1 2021
44 filings reported holding WTPI - WISDOMTREE TR - EQUITY PREMIUM as of Q1 2021.
WISDOMTREE TR - EQUITY PREMIUM (WTPI) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,686,856 shares
.
Largest 10 shareholders include Lenox Wealth Advisors, LLC (1,613,107 shares), Crabel Capital Management, LLC (405,430 shares), SEI INVESTMENTS CO (118,217 shares), Fundamentun, LLC (58,193 shares), RHS Financial, LLC (49,516 shares), BANK OF AMERICA CORP /DE/ (47,097 shares), Homrich & Berg (46,068 shares), Opes Wealth Management LLC (45,397 shares), Truadvice, LLC (37,832 shares), and CITADEL ADVISORS LLC (36,081 shares).
This table shows the top 38 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.