Creative Financial Designs’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Creative Financial Designs’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	-6,200	Closed	-$177K	–	614
2019 Q4	$177K	Sell	6,200 -1,350	-18%	-$38.2K	0.08%	159
2019 Q3	$204K	Sell	7,550 -925	-11%	-$25.6K	0.11%	137
2019 Q2	$236K	Sell	8,475 -1,093	-11%	-$29.7K	0.13%	128
2019 Q1	$258K	Sell	9,568 -65	-0.7%	-$1.72K	0.15%	103
2018 Q4	$245K	Buy	9,633 +2,825	+41%	+$80.4K	0.18%	96
2018 Q3	$209K	Buy	6,808 +830	+14%	+$25.2K	0.12%	120
2018 Q2	$176K	Buy	+5,978	New	+$174K	0.1%	136

Other funds holding WTPI

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

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

Creative Financial Designs's WTPI Position: Q1 2020 in Review

Creative Financial Designs sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2020, closing a stake of 6,200 shares — an estimated $177K sold.

Creative Financial Designs first reported a position in WTPI in Q2 2018 and held it in 7 quarters. The position peaked at $258K in Q1 2019. 37 funds tracked by Wall St. Rank hold WTPI as of Q1 2020.

Creative Financial Designs reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2020 after selling out during the quarter.
Creative Financial Designs sold 6,200 WisdomTree Equity Premium Income Fund shares in Q1 2020, an estimated $177K.
Creative Financial Designs first reported a position in WisdomTree Equity Premium Income Fund in Q2 2018 and held it in 7 quarters.
Creative Financial Designs's WisdomTree Equity Premium Income Fund position peaked at $258K in Q1 2019.
37 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2020.

Based on Creative Financial Designs's 13F filing for Q1 2020, filed 22 Apr 2020.