Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
2,062,645
-
Share change
-
+327,366
-
Total reported value
-
$68,273,956
-
Price per share
-
$33.10
-
Number of holders
-
48
-
Value change
-
+$10,825,692
-
Number of buys
-
28
-
Number of sells
-
17
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q3 2024
As of 30 Sep 2024,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,062,645 shares.
The largest 10 holders included
TRUST POINT INC., CASTLE WEALTH MANAGEMENT LLC, Crabel Capital Management, LLC, MORGAN STANLEY, Avestar Capital, LLC, CARY STREET PARTNERS ASSET MANAGEMENT LLC, LPL Financial LLC, CARY STREET PARTNERS INVESTMENT ADVISORY LLC, Opes Wealth Management LLC, and SUSQUEHANNA INTERNATIONAL GROUP, LLP.
This page lists
48
institutional shareholders reporting positions in this security
for the Q3 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.