ASN
WTPI

Advisory Services Network’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Advisory Services Network’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
2021
Q3 		– Sell
-224
Closed -$7K – 3303
2021
Q2 		$7K Buy
+224
New +$6.91K ﹤0.01% 2973
2021
Q1 		– Sell
-224
Closed -$6K – 3012
2020
Q4 		$6K Buy
+224
New +$6.2K ﹤0.01% 2675

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

Advisory Services Network's WTPI Position: Q3 2021 in Review

Advisory Services Network sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2021, closing a stake of 224 shares — an estimated $7K sold.

Advisory Services Network first reported a position in WTPI in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 34 funds tracked by Wall St. Rank hold WTPI as of Q3 2021.

  • Advisory Services Network reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2021 after selling out during the quarter.
  • Advisory Services Network sold 224 WisdomTree Equity Premium Income Fund shares in Q3 2021, an estimated $7K.
  • Advisory Services Network first reported a position in WisdomTree Equity Premium Income Fund in Q4 2020 and held it in 2 quarters.
  • Advisory Services Network's WisdomTree Equity Premium Income Fund position peaked at $7K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.