Advocacy Wealth Management Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Advocacy Wealth Management Services’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	-503	Closed	-$16K	–	207
2021 Q2	$16K	Hold	503	–	–	﹤0.01%	120
2021 Q1	$15K	Hold	503	–	–	﹤0.01%	108
2020 Q4	$14K	Hold	503	–	–	﹤0.01%	105
2020 Q3	$14K	Hold	503	–	–	﹤0.01%	98
2020 Q2	$13K	Hold	503	–	–	﹤0.01%	105
2020 Q1	$11K	Hold	503	–	–	﹤0.01%	95
2019 Q4	$14K	Hold	503	–	–	﹤0.01%	113
2019 Q3	$14K	Hold	503	–	–	0.01%	114
2019 Q2	$14K	Hold	503	–	–	0.01%	118
2019 Q1	$14K	Hold	503	–	–	0.02%	99
2018 Q4	$13K	Hold	503	–	–	0.01%	108
2018 Q3	$15K	Hold	503	–	–	0.01%	111
2018 Q2	$15K	Hold	503	–	–	0.01%	108
2018 Q1	$14K	Hold	503	–	–	0.01%	115
2017 Q4	$15K	Sell	503 -182	-27%	-$5.37K	0.01%	132
2017 Q3	$20K	Buy	+685	New	+$20K	0.01%	134

Other funds holding WTPI

CCM

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

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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 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

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

Advocacy Wealth Management Services's WTPI Position: Q3 2021 in Review

Advocacy Wealth Management Services sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2021, closing a stake of 503 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in WTPI in Q3 2017 and held it in 16 quarters. The position peaked at $20K in Q3 2017. 34 funds tracked by Wall St. Rank hold WTPI as of Q3 2021.

Advocacy Wealth Management Services reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 503 WisdomTree Equity Premium Income Fund shares in Q3 2021, an estimated $16K.
Advocacy Wealth Management Services first reported a position in WisdomTree Equity Premium Income Fund in Q3 2017 and held it in 16 quarters.
Advocacy Wealth Management Services's WisdomTree Equity Premium Income Fund position peaked at $20K in Q3 2017.
34 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2021, filed 5 Oct 2021.