Advisors Preferred’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Advisors Preferred’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
2018 Q2	–	Sell	-14,554	Closed	-$411K	–	297
2018 Q1	$411K	Buy	14,554 +953	+7%	+$27.4K	0.19%	50
2017 Q4	$395K	Buy	13,601 +1,068	+9%	+$31.5K	0.17%	56
2017 Q3	$369K	Buy	12,533 +547	+5%	+$16K	0.21%	54
2017 Q2	$348K	Buy	+11,986	New	+$344K	0.19%	61

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisors Preferred's WTPI Position: Q2 2018 in Review

Advisors Preferred sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2018, closing a stake of 14,554 shares — an estimated $411K sold.

Advisors Preferred first reported a position in WTPI in Q2 2017 and held it in 4 quarters. The position peaked at $411K in Q1 2018. 45 funds tracked by Wall St. Rank hold WTPI as of Q2 2018.

Advisors Preferred reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2018 after selling out during the quarter.
Advisors Preferred sold 14,554 WisdomTree Equity Premium Income Fund shares in Q2 2018, an estimated $411K.
Advisors Preferred first reported a position in WisdomTree Equity Premium Income Fund in Q2 2017 and held it in 4 quarters.
Advisors Preferred's WisdomTree Equity Premium Income Fund position peaked at $411K in Q1 2018.
45 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2018.

Based on Advisors Preferred's 13F filing for Q2 2018, filed 7 Aug 2018.