APA
WTPI

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

American Portfolios Advisors’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
Q3 		$105K Sell
3,526
-553
-14% -$17.8K ﹤0.01% 1335
2022
Q2 		$130K Buy
4,079
+343
+9% +$11.4K 0.01% 1268
2022
Q1 		$131K Buy
3,736
+1,297
+53% +$44.1K ﹤0.01% 1379
2021
Q4 		$84.2K Buy
2,439
+1,662
+214% +$56.2K ﹤0.01% 1594
2021
Q3 		$25.3K Sell
777
-181
-19% -$5.87K ﹤0.01% 2165
2021
Q2 		$30.4K Buy
958
+115
+14% +$3.55K ﹤0.01% 2004
2021
Q1 		$25.5K Hold
843
– – ﹤0.01% 1935
2020
Q4 		$24.1K Sell
843
-185
-18% -$5.12K ﹤0.01% 1731
2020
Q3 		$27.5K Buy
1,028
+2
+0.2% +$52 ﹤0.01% 1553
2020
Q2 		$25.7K Sell
1,026
-8
-0.8% -$192 ﹤0.01% 1543
2020
Q1 		$23.3K Sell
1,034
-176
-15% -$4.7K ﹤0.01% 1474
2019
Q4 		$34.5K Buy
1,210
+371
+44% +$10.5K ﹤0.01% 1499
2019
Q3 		$23.2K Sell
839
-17
-2% -$470 ﹤0.01% 1613
2019
Q2 		$23.6K Sell
856
-7
-0.8% -$190 ﹤0.01% 1618
2019
Q1 		$23.2K Buy
863
+71
+9% +$1.87K ﹤0.01% 1539
2018
Q4 		$20.2K Buy
792
+110
+16% +$3.13K ﹤0.01% 1371
2018
Q3 		$20.9K Buy
682
+37
+6% +$1.12K ﹤0.01% 1470
2018
Q2 		$19K Buy
645
+506
+364% +$14.7K ﹤0.01% 1473
2018
Q1 		$3.92K Sell
139
-49,338
-100% -$1.42M ﹤0.01% 1955
2017
Q4 		$1.44M Buy
+49,477
New +$1.46M 0.23% 96

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

American Portfolios Advisors's WTPI Position: Q3 2022 in Review

American Portfolios Advisors reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 14% in Q3 2022, selling an estimated $17.8K and leaving 3,526 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

American Portfolios Advisors first reported a position in WTPI in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.44M in Q4 2017. 44 funds tracked by Wall St. Rank hold WTPI as of Q3 2022.

  • American Portfolios Advisors held 3,526 shares of WisdomTree Equity Premium Income Fund worth $105K as of Q3 2022.
  • American Portfolios Advisors sold 553 WisdomTree Equity Premium Income Fund shares in Q3 2022, an estimated $17.8K.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1335 holding.
  • American Portfolios Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WisdomTree Equity Premium Income Fund position peaked at $1.44M in Q4 2017.
  • 44 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.