BWM
WTPI

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

Baystate 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
2019
Q1 		– Sell
-18
Closed -$1K – 716
2018
Q4 		$1K Buy
+18
New +$513 ﹤0.01% 651

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
RF
RHS Financial San Francisco, California $211M AUM 20.57% 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
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Baystate Wealth Management's WTPI Position: Q1 2019 in Review

Baystate Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2019, closing a stake of 18 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in WTPI in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 50 funds tracked by Wall St. Rank hold WTPI as of Q1 2019.

  • Baystate Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 18 WisdomTree Equity Premium Income Fund shares in Q1 2019, an estimated $1K.
  • Baystate Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and held it in 1 quarter.
  • Baystate Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $1K in Q4 2018.
  • 50 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.