CIBC Private Wealth Group
WTPI

CIBC Private Wealth Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

CIBC Private Wealth Group’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
Q3 		– Sell
-1,000
Closed -$33.9K – 3320
2024
Q2 		$33.9K Buy
+1,000
New +$32.9K ﹤0.01% 1827

Other funds holding WTPI

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIBC Private Wealth Group's WTPI Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2024, closing a stake of 1,000 shares — an estimated $33.9K sold.

CIBC Private Wealth Group first reported a position in WTPI in Q2 2024 and held it in 1 quarter. The position peaked at $33.9K in Q2 2024. 49 funds tracked by Wall St. Rank hold WTPI as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,000 WisdomTree Equity Premium Income Fund shares in Q3 2024, an estimated $33.9K.
  • CIBC Private Wealth Group first reported a position in WisdomTree Equity Premium Income Fund in Q2 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's WisdomTree Equity Premium Income Fund position peaked at $33.9K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.