CM
WTPI

Columbus Macro’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Columbus Macro’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
2020
Q1 		– Sell
-22,268
Closed -$634K – 186
2019
Q4 		$634K Sell
22,268
-933
-4% -$26.4K 0.14% 106
2019
Q3 		$641K Sell
23,201
-1,258
-5% -$34.8K 0.16% 80
2019
Q2 		$674K Sell
24,459
-410
-2% -$11.1K 0.14% 88
2019
Q1 		$670K Sell
24,869
-1,529
-6% -$40.4K 0.15% 84
2018
Q4 		$672K Buy
+26,398
New +$752K 0.15% 77

Other funds holding WTPI

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
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Columbus Macro's WTPI Position: Q1 2020 in Review

Columbus Macro sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2020, closing a stake of 22,268 shares — an estimated $634K sold.

Columbus Macro first reported a position in WTPI in Q4 2018 and held it in 5 quarters. The position peaked at $674K in Q2 2019. 37 funds tracked by Wall St. Rank hold WTPI as of Q1 2020.

  • Columbus Macro reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2020 after selling out during the quarter.
  • Columbus Macro sold 22,268 WisdomTree Equity Premium Income Fund shares in Q1 2020, an estimated $634K.
  • Columbus Macro first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and held it in 5 quarters.
  • Columbus Macro's WisdomTree Equity Premium Income Fund position peaked at $674K in Q2 2019.
  • 37 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2020.

Based on Columbus Macro's 13F filing for Q1 2020, filed 4 May 2020.