Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
1,729,248
-
Share change
-
-93,267
-
Total reported value
-
$57,688,618
-
Price per share
-
$33.36
-
Number of holders
-
48
-
Value change
-
-$3,090,664
-
Number of buys
-
28
-
Number of sells
-
17
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q2 2024
As of 30 Jun 2024,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,729,248 shares.
The largest 10 holders included
Crabel Capital Management, LLC, TRUST POINT INC., Avestar Capital, LLC, Opes Wealth Management LLC, CARY STREET PARTNERS ASSET MANAGEMENT LLC, Solutions 4 Wealth, Ltd, CENTRAL TRUST Co, CARY STREET PARTNERS INVESTMENT ADVISORY LLC, MORGAN STANLEY, and Private Capital Management, LLC.
This page lists
49
institutional shareholders reporting positions in this security
for the Q2 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.