Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Number of holders
-
31
-
Total 13F shares, excl. options
-
1.89M
-
Shares change
-
+47K
-
Total reported value, excl. options
-
$61.3M
-
Value change
-
+$1.54M
-
Number of buys
-
18
-
Number of sells
-
-10
-
Price
-
$32.40
Significant Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q2 2023
35 filings reported holding WTPI - WISDOMTREE TR - EQUITY PREMIUM as of Q2 2023.
WISDOMTREE TR - EQUITY PREMIUM (WTPI) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.89M shares
.
Largest 10 shareholders include AE Wealth Management LLC (438K shares), Crabel Capital Management, LLC (405K shares), Fundamentum, LLC (250K shares), Global Wealth Strategies & Associates (166K shares), SEI INVESTMENTS CO (149K shares), Opes Wealth Management LLC (60K shares), RAYMOND JAMES TRUST N.A. (59.4K shares), CENTRAL TRUST Co (41.9K shares), Cetera Advisor Networks LLC (41.9K shares), and UBS Group AG (41.4K shares).
This table shows the top 31 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.