BA
WTPI

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

Ballew 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
2018
Q4 		– Sell
-240
Closed -$7K – 459
2018
Q3 		$7K Buy
+240
New +$7.28K 0.01% 328

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Ballew Advisors's WTPI Position: Q4 2018 in Review

Ballew Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2018, closing a stake of 240 shares — an estimated $7K sold.

Ballew Advisors first reported a position in WTPI in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 58 funds tracked by Wall St. Rank hold WTPI as of Q4 2018.

  • Ballew Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 240 WisdomTree Equity Premium Income Fund shares in Q4 2018, an estimated $7K.
  • Ballew Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2018 and held it in 1 quarter.
  • Ballew Advisors's WisdomTree Equity Premium Income Fund position peaked at $7K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.