ACA
WTPI

Atlas Capital Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Atlas Capital 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
Q3 		– Sell
-10
Closed -$298 – 707
2019
Q2 		$298 Buy
+10
New +$271 ﹤0.01% 649

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 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 $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Atlas Capital Advisors's WTPI Position: Q3 2019 in Review

Atlas Capital Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2019, closing a stake of 10 shares — an estimated $298 sold.

Atlas Capital Advisors first reported a position in WTPI in Q2 2019 and held it in 1 quarter. The position peaked at $298 in Q2 2019. 41 funds tracked by Wall St. Rank hold WTPI as of Q3 2019.

  • Atlas Capital Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2019 after selling out during the quarter.
  • Atlas Capital Advisors sold 10 WisdomTree Equity Premium Income Fund shares in Q3 2019, an estimated $298.
  • Atlas Capital Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q2 2019 and held it in 1 quarter.
  • Atlas Capital Advisors's WisdomTree Equity Premium Income Fund position peaked at $298 in Q2 2019.
  • 41 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2019.

Based on Atlas Capital Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.