Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
1,892,810
-
Share change
-
+46,952
-
Total reported value
-
$61,337,104
-
Price per share
-
$32.40
-
Number of holders
-
31
-
Value change
-
+$1,543,824
-
Number of buys
-
18
-
Number of sells
-
10
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q2 2023
As of 30 Jun 2023,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,892,810 shares.
The largest 10 holders included
AE Wealth Management LLC, Crabel Capital Management, LLC, Fundamentum, LLC, Global Wealth Strategies & Associates, SEI INVESTMENTS CO, Opes Wealth Management LLC, RAYMOND JAMES TRUST N.A., CENTRAL TRUST Co, Cetera Advisor Networks LLC, and UBS Group AG.
This page lists
32
institutional shareholders reporting positions in this security
for the Q2 2023 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.