Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / EQUITY PREMIUM
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Number of holders
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63
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Total 13F shares, excl. options
-
3.6M
-
Shares change
-
+1.34M
-
Total reported value, excl. options
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$112M
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Value change
-
+$41.6M
-
Number of buys
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42
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Number of sells
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-16
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Price
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$31.14
Significant Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q1 2025
70 filings reported holding WTPI - WISDOMTREE TR - EQUITY PREMIUM as of Q1 2025.
WISDOMTREE TR - EQUITY PREMIUM (WTPI) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.6M shares
.
Largest 10 shareholders include CARY STREET PARTNERS FINANCIAL LLC (1.03M shares), MORGAN STANLEY (296K shares), TRUST POINT INC. (285K shares), CASTLE WEALTH MANAGEMENT LLC (235K shares), Granite Bay Wealth Management, LLC (173K shares), RAYMOND JAMES FINANCIAL INC (167K shares), Solutions 4 Wealth, Ltd (155K shares), LPL Financial LLC (147K shares), Cetera Investment Advisers (141K shares), and Opes Wealth Management LLC (102K shares).
This table shows the top 63 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.