Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
1,189,459
-
Shares change
-
+140,684
-
Total reported value, excl. options
-
$44,096,722
-
Value change
-
+$4,943,441
-
Number of buys
-
19
-
Number of sells
-
-12
-
Price
-
$34.52
Significant Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q4 2021
40 filings reported holding WTPI - WISDOMTREE TR - EQUITY PREMIUM as of Q4 2021.
WISDOMTREE TR - EQUITY PREMIUM (WTPI) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,189,459 shares
.
Largest 10 shareholders include Crabel Capital Management, LLC (405,440 shares), SEI INVESTMENTS CO (145,624 shares), Fundamentun, LLC (143,068 shares), MORGAN STANLEY (68,662 shares), Opes Wealth Management LLC (52,755 shares), HB Wealth Management, LLC (45,837 shares), UBS Group AG (37,529 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (37,492 shares), RAYMOND JAMES TRUST N.A. (31,749 shares), and BANK OF AMERICA CORP /DE/ (27,407 shares).
This table shows the top 37 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.