Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
2,218,026
-
Share change
-
+83,278
-
Total reported value
-
$66,619,265
-
Price per share
-
$30.03
-
Number of holders
-
38
-
Value change
-
+$2,503,611
-
Number of buys
-
16
-
Number of sells
-
23
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q4 2022
As of 31 Dec 2022,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,218,026 shares.
The largest 10 holders included
Crabel Capital Management, LLC, Royal Bank of Canada, AE Wealth Management LLC, Fundamentun, LLC, Global Wealth Strategies & Associates, SEI INVESTMENTS CO, CENTRAL TRUST Co, HB Wealth Management, LLC, RAYMOND JAMES TRUST N.A., and CARY STREET PARTNERS ASSET MANAGEMENT LLC.
This page lists
39
institutional shareholders reporting positions in this security
for the Q4 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.