CIAS
WTPI

Capital Investment Advisory Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Capital Investment Advisory Services’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
Q2 		– Sell
-4
Closed – – 1461
2019
Q1 		$0 Buy
+4
New +$106 ﹤0.01% 1288

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
RF
RHS Financial San Francisco, California $211M AUM 20.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Capital Investment Advisory Services's WTPI Position: Q2 2019 in Review

Capital Investment Advisory Services sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2019, closing a stake of 4 shares.

Capital Investment Advisory Services first reported a position in WTPI in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 48 funds tracked by Wall St. Rank hold WTPI as of Q2 2019.

  • Capital Investment Advisory Services reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 4 WisdomTree Equity Premium Income Fund shares in Q2 2019.
  • Capital Investment Advisory Services first reported a position in WisdomTree Equity Premium Income Fund in Q1 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's WisdomTree Equity Premium Income Fund position peaked at $0 in Q1 2019.
  • 48 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2019.

Based on Capital Investment Advisory Services's 13F filing for Q2 2019, filed 8 Aug 2019.