Cetera Advisor Networks’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.45M	Buy	43,515 +921	+2%	+$30K	0.01%	1203
2023 Q4	$1.35M	Sell	42,594 -74	-0.2%	-$2.3K	0.01%	1187
2023 Q3	$1.31M	Buy	42,668 +810	+2%	+$26K	0.01%	1106
2023 Q2	$1.36M	Sell	41,858 -1,333	-3%	-$42.2K	0.01%	1067
2023 Q1	$1.34M	Buy	43,191 +19,214	+80%	+$590K	0.01%	1056
2022 Q4	$720K	Sell	23,977 -319	-1%	-$9.73K	0.01%	1385
2022 Q3	$725K	Buy	24,296 +843	+4%	+$27.1K	0.01%	1071
2022 Q2	$749K	Buy	23,453 +6,268	+36%	+$209K	0.01%	1032
2022 Q1	$603K	Buy	17,185 +1,946	+13%	+$66.1K	0.01%	1187
2021 Q4	$526K	Buy	15,239 +6,356	+72%	+$215K	0.01%	1251
2021 Q3	$289K	Buy	+8,883	New	+$288K	﹤0.01%	1548

Other funds holding WTPI

CCM

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SIM

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

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

RJT

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

OWM

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisor Networks's WTPI Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 2.2% in Q1 2024, buying an estimated $30K and bringing the position to 43,515 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #1203.

Cetera Advisor Networks first reported a position in WTPI in Q3 2021 and has held it in 11 quarters since. 45 funds tracked by Wall St. Rank hold WTPI as of Q1 2024.

Cetera Advisor Networks held 43,515 shares of WisdomTree Equity Premium Income Fund worth $1.45M as of Q1 2024.
Cetera Advisor Networks bought 921 WisdomTree Equity Premium Income Fund shares in Q1 2024, an estimated $30K.
WisdomTree Equity Premium Income Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1203 holding.
Cetera Advisor Networks first reported a position in WisdomTree Equity Premium Income Fund in Q3 2021 and has held it in 11 quarters since.
45 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.