AWM
WTPI

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

Avior Wealth Management’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
2023
Q2 		– Sell
-426
Closed -$13.2K – 1687
2023
Q1 		$13.2K Buy
+426
New +$13.1K ﹤0.01% 1008

Other funds holding WTPI

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's WTPI Position: Q2 2023 in Review

Avior Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2023, closing a stake of 426 shares — an estimated $13.2K sold.

Avior Wealth Management first reported a position in WTPI in Q1 2023 and held it in 1 quarter. The position peaked at $13.2K in Q1 2023. 32 funds tracked by Wall St. Rank hold WTPI as of Q2 2023.

  • Avior Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 426 WisdomTree Equity Premium Income Fund shares in Q2 2023, an estimated $13.2K.
  • Avior Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $13.2K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.