Advisornet Financial’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Advisornet Financial’s Portfolio WTPI Stock Details WTPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,200	Closed	-$36K	–	2513
2022 Q3	$36K	Buy	+1,200	New	+$38.6K	﹤0.01%	946
2022 Q2	–	Sell	-137	Closed	-$5K	–	2182
2022 Q1	$5K	Hold	137	–	–	﹤0.01%	1640
2021 Q4	$5K	Buy	+137	New	+$4.63K	﹤0.01%	1675

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

CSPAM

Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return

Advisornet Financial's WTPI Position: Q4 2022 in Review

Advisornet Financial sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2022, closing a stake of 1,200 shares — an estimated $36K sold.

Advisornet Financial first reported a position in WTPI in Q4 2021 and held it in 3 quarters. The position peaked at $36K in Q3 2022. 39 funds tracked by Wall St. Rank hold WTPI as of Q4 2022.

Advisornet Financial reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 1,200 WisdomTree Equity Premium Income Fund shares in Q4 2022, an estimated $36K.
Advisornet Financial first reported a position in WisdomTree Equity Premium Income Fund in Q4 2021 and held it in 3 quarters.
Advisornet Financial's WisdomTree Equity Premium Income Fund position peaked at $36K in Q3 2022.
39 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.