Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
1,837,968
-
Share change
-
-132,874
-
Total reported value
-
$61,181,911
-
Price per share
-
$33.30
-
Number of holders
-
42
-
Value change
-
-$4,238,952
-
Number of buys
-
17
-
Number of sells
-
22
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q1 2024
As of 31 Mar 2024,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
42 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,837,968 shares.
The largest 10 holders included
Crabel Capital Management, LLC, TRUST POINT INC., Stratos Investment Management, LLC, Avestar Capital, LLC, RAYMOND JAMES TRUST N.A., Opes Wealth Management LLC, CENTRAL TRUST Co, Private Capital Management, LLC, Cetera Investment Advisers, and MORGAN STANLEY.
This page lists
42
institutional shareholders reporting positions in this security
for the Q1 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.