DW
WTPI

Domani Wealth’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Domani Wealth’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
Q2 		– Sell
-41,880
Closed -$943K – 130
2020
Q1 		$943K Buy
41,880
+10,928
+35% +$292K 0.25% 46
2019
Q4 		$882K Buy
+30,952
New +$875K 0.29% 40
2019
Q2 		– Sell
-12,423
Closed -$335K – 112
2019
Q1 		$335K Sell
12,423
-1,685
-12% -$44.5K 0.13% 77
2018
Q4 		$359K Buy
+14,108
New +$402K 0.17% 72

Other funds holding WTPI

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Domani Wealth's WTPI Position: Q2 2020 in Review

Domani Wealth sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2020, closing a stake of 41,880 shares — an estimated $943K sold.

Domani Wealth first reported a position in WTPI in Q4 2018 and held it in 4 quarters. The position peaked at $943K in Q1 2020. 34 funds tracked by Wall St. Rank hold WTPI as of Q2 2020.

  • Domani Wealth reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2020 after selling out during the quarter.
  • Domani Wealth sold 41,880 WisdomTree Equity Premium Income Fund shares in Q2 2020, an estimated $943K.
  • Domani Wealth first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and held it in 4 quarters.
  • Domani Wealth's WisdomTree Equity Premium Income Fund position peaked at $943K in Q1 2020.
  • 34 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2020.

Based on Domani Wealth's 13F filing for Q2 2020, filed 24 Jul 2020.