WISDOMTREE TR - EQUITY PREMIUM (WTPI)

CUSIP: 97717X560

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / EQUITY PREMIUM
Total 13F shares
2,062,645
Share change
+327,367
Total reported value
$68,273,956
Price per share
$33.10
Number of holders
48
Value change
+$10,825,729
Number of buys
28
Number of sells
17

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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Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q3 2024

As of 30 Sep 2024, WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by 48 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,062,645 shares. The largest 10 holders included TRUST POINT INC., CASTLE WEALTH MANAGEMENT LLC, Crabel Capital Management, LLC, MORGAN STANLEY, Avestar Capital, LLC, CARY STREET PARTNERS ASSET MANAGEMENT LLC, LPL Financial LLC, CARY STREET PARTNERS INVESTMENT ADVISORY LLC, Opes Wealth Management LLC, and SUSQUEHANNA INTERNATIONAL GROUP, LLP. This page lists 48 institutional shareholders reporting positions in this security for the Q3 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.