AIC
WTPI

Ameritas Investment Company’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-292
Closed -$8.82K – 2140
2021
Q1 		$8.82K Buy
+292
New +$8.54K ﹤0.01% 1567
2019
Q1 		– Sell
-186
Closed -$5K – 1814
2018
Q4 		$5K Buy
+186
New +$5.3K ﹤0.01% 1231

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 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

Ameritas Investment Company's WTPI Position: Q2 2021 in Review

Ameritas Investment Company sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2021, closing a stake of 292 shares — an estimated $8.82K sold.

Ameritas Investment Company first reported a position in WTPI in Q4 2018 and held it in 2 quarters. The position peaked at $8.82K in Q1 2021. 35 funds tracked by Wall St. Rank hold WTPI as of Q2 2021.

  • Ameritas Investment Company reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 292 WisdomTree Equity Premium Income Fund shares in Q2 2021, an estimated $8.82K.
  • Ameritas Investment Company first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's WisdomTree Equity Premium Income Fund position peaked at $8.82K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.