WISDOMTREE TR - EQUITY PREMIUM (WTPI)

CUSIP: 97717X560

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / EQUITY PREMIUM
Total 13F shares
1,735,279
Share change
-95,379
Total reported value
$57,889,793
Price per share
$33.36
Number of holders
49
Value change
-$3,161,138
Number of buys
29
Number of sells
18

Quarterly Holders Quick Answers

What is CUSIP 97717X560?
CUSIP 97717X560 identifies WTPI - WISDOMTREE TR - EQUITY PREMIUM in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q2 2024

As of 30 Jun 2024, WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by 49 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,735,279 shares. The largest 10 holders included Crabel Capital Management, LLC, TRUST POINT INC., Avestar Capital, LLC, Opes Wealth Management LLC, CARY STREET PARTNERS ASSET MANAGEMENT LLC, Solutions 4 Wealth, Ltd, CENTRAL TRUST Co, CARY STREET PARTNERS INVESTMENT ADVISORY LLC, MORGAN STANLEY, and Private Capital Management, LLC. This page lists 49 institutional shareholders reporting positions in this security for the Q2 2024 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.