Bank of Montreal
WTPI

Bank of Montreal’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Bank of Montreal’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
2017
Q3 		– Sell
-287
Closed -$8K – 4352
2017
Q2 		$8K Buy
+287
New +$8.23K ﹤0.01% 3782

Other funds holding WTPI

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Bank of Montreal's WTPI Position: Q3 2017 in Review

Bank of Montreal sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2017, closing a stake of 287 shares — an estimated $8K sold.

Bank of Montreal first reported a position in WTPI in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 32 funds tracked by Wall St. Rank hold WTPI as of Q3 2017.

  • Bank of Montreal reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2017 after selling out during the quarter.
  • Bank of Montreal sold 287 WisdomTree Equity Premium Income Fund shares in Q3 2017, an estimated $8K.
  • Bank of Montreal first reported a position in WisdomTree Equity Premium Income Fund in Q2 2017 and held it in 1 quarter.
  • Bank of Montreal's WisdomTree Equity Premium Income Fund position peaked at $8K in Q2 2017.
  • 32 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2017.

Based on Bank of Montreal's 13F filing for Q3 2017, filed 16 Oct 2017.