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
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Value change
-
-$1,329,291
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Number of buys
-
17
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Number of sells
-
19
-
Price
-
$30.19
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q1 2021
As of 31 Mar 2021 WISDOMTREE TR - EQUITY PREMIUM (WTPI) had 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,686,856 shares of stock of the company.
Largest 10 holders included Lenox Wealth Advisors, LLC, Crabel Capital Management, LLC, SEI INVESTMENTS CO, Fundamentun, LLC, RHS Financial, LLC, BANK OF AMERICA CORP /DE/, Homrich & Berg, Opes Wealth Management LLC, Truadvice, LLC, and CITADEL ADVISORS LLC.
This table shows 38 institutional shareholders of the security as of 31 Mar 2021.
| 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.