Certified Advisory Corp’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-542	Closed	-$16K	–	765
2021 Q1	$16K	Buy	+542	New	+$15.9K	﹤0.01%	537
2020 Q2	$13K	Hold	535	–	–	﹤0.01%	517
2020 Q1	$12K	Hold	535	–	–	﹤0.01%	509
2019 Q4	$15K	Buy	535 +8	+2%	+$226	﹤0.01%	534
2019 Q3	$15K	Hold	527	–	–	0.01%	530
2019 Q2	$15K	Hold	527	–	–	0.01%	530
2019 Q1	$14K	Buy	527 +263	+100%	+$6.94K	0.01%	508
2018 Q4	$7K	Buy	264 +16	+6%	+$456	﹤0.01%	593
2018 Q3	$8K	Hold	248	–	–	﹤0.01%	609
2018 Q2	$7K	Hold	248	–	–	﹤0.01%	600
2018 Q1	$7K	Buy	248 +1	+0.4%	+$29	﹤0.01%	561
2017 Q4	$7K	Buy	+247	New	+$7.29K	0.01%	528

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Certified Advisory Corp's WTPI Position: Q2 2021 in Review

Certified Advisory Corp sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2021, closing a stake of 542 shares — an estimated $16K sold.

Certified Advisory Corp first reported a position in WTPI in Q4 2017 and held it in 12 quarters. The position peaked at $16K in Q1 2021. 35 funds tracked by Wall St. Rank hold WTPI as of Q2 2021.

Certified Advisory Corp reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 542 WisdomTree Equity Premium Income Fund shares in Q2 2021, an estimated $16K.
Certified Advisory Corp first reported a position in WisdomTree Equity Premium Income Fund in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's WisdomTree Equity Premium Income Fund position peaked at $16K in Q1 2021.
35 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.