Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
2,303,323
-
Share change
-
+123,081
-
Total reported value
-
$75,959,608
-
Price per share
-
$32.97
-
Number of holders
-
59
-
Value change
-
+$4,039,017
-
Number of buys
-
31
-
Number of sells
-
18
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q4 2024
As of 31 Dec 2024,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
59 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,303,323 shares.
The largest 10 holders included
TRUST POINT INC., CASTLE WEALTH MANAGEMENT LLC, CARY STREET PARTNERS FINANCIAL LLC, Granite Bay Wealth Management, LLC, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, Solutions 4 Wealth, Ltd, Avestar Capital, LLC, MORGAN STANLEY, and Opes Wealth Management LLC.
This page lists
59
institutional shareholders reporting positions in this security
for the Q4 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.