Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
1,045,364
-
Shares change
-
+14,846
-
Total reported value, excl. options
-
$34,047,334
-
Value change
-
+$455,363
-
Number of buys
-
14
-
Number of sells
-
-19
-
Price
-
$32.56
Significant Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q3 2021
37 filings reported holding WTPI - WISDOMTREE TR - EQUITY PREMIUM as of Q3 2021.
WISDOMTREE TR - EQUITY PREMIUM (WTPI) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,045,364 shares
.
Largest 10 shareholders include Crabel Capital Management, LLC (405,450 shares), SEI INVESTMENTS CO (142,538 shares), Fundamentun, LLC (104,960 shares), Opes Wealth Management LLC (51,128 shares), Homrich & Berg (45,837 shares), UBS Group AG (39,185 shares), RAYMOND JAMES TRUST N.A. (33,438 shares), BANK OF AMERICA CORP /DE/ (27,607 shares), Kingsview Wealth Management, LLC (25,227 shares), and RHS Financial, LLC (20,750 shares).
This table shows the top 32 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.