CUSIP: 97717X560
Q1 2022 13F Holders as of 31 Mar 2022
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Type / Class
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Equity / EQUITY PREMIUM
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Total 13F shares
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1,609,849
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Share change
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+412,723
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Total reported value
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$56,485,207
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Price per share
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$35.11
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Number of holders
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43
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Value change
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+$14,501,138
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Number of buys
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16
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Number of sells
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18
Quarterly Holders Quick Answers
What is CUSIP 97717X560?
CUSIP 97717X560 identifies WTPI - WISDOMTREE TR - EQUITY PREMIUM in SEC institutional holdings data.
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Newer quarter:
Q2 2022
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Previous quarter:
Q4 2021
Recent filing periods for CUSIP 97717X560:
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q1 2022
As of 31 Mar 2022,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,609,849 shares.
The largest 10 holders included
Crabel Capital Management, LLC, CENTRAL TRUST Co, Fundamentun, LLC, SEI INVESTMENTS CO, MORGAN STANLEY, AE Wealth Management LLC, RAYMOND JAMES TRUST N.A., Opes Wealth Management LLC, HB Wealth Management, LLC, and CARY STREET PARTNERS INVESTMENT ADVISORY LLC.
This page lists
43
institutional shareholders reporting positions in this security
for the Q1 2022 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.