Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / EQUITY PREMIUM
-
Total 13F shares
-
4,115,304
-
Share change
-
+507,973
-
Total reported value
-
$131,869,618
-
Price per share
-
$32.04
-
Number of holders
-
71
-
Value change
-
+$16,293,806
-
Number of buys
-
47
-
Number of sells
-
17
Institutional Holders of WISDOMTREE TR - EQUITY PREMIUM (WTPI) as of Q2 2025
As of 30 Jun 2025,
WISDOMTREE TR - EQUITY PREMIUM (WTPI) was held by
71 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,115,304 shares.
The largest 10 holders included
CARY STREET PARTNERS FINANCIAL LLC, TRUST POINT INC., MORGAN STANLEY, CASTLE WEALTH MANAGEMENT LLC, Granite Bay Wealth Management, LLC, Cetera Investment Advisers, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Solutions 4 Wealth, Ltd, and Compass Financial Services Inc.
This page lists
72
institutional shareholders reporting positions in this security
for the Q2 2025 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.