AWA
WTPI

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

Arete Wealth 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
2019
Q1 		– Sell
-380,367
Closed -$9.68M – 417
2018
Q4 		$9.68M Buy
380,367
+128,351
+51% +$3.66M 2.35% 4
2018
Q3 		$7.72M Buy
+252,016
New +$7.64M 1.71% 9

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Arete Wealth Advisors's WTPI Position: Q1 2019 in Review

Arete Wealth Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2019, closing a stake of 380,367 shares — an estimated $9.68M sold.

Arete Wealth Advisors first reported a position in WTPI in Q3 2018 and held it in 2 quarters. The position peaked at $9.68M in Q4 2018. 50 funds tracked by Wall St. Rank hold WTPI as of Q1 2019.

  • Arete Wealth Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2019 after selling out during the quarter.
  • Arete Wealth Advisors sold 380,367 WisdomTree Equity Premium Income Fund shares in Q1 2019, an estimated $9.68M.
  • Arete Wealth Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2018 and held it in 2 quarters.
  • Arete Wealth Advisors's WisdomTree Equity Premium Income Fund position peaked at $9.68M in Q4 2018.
  • 50 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2019.

Based on Arete Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.