Domani Wealth
WTPI icon

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

Lenox Wealth Advisors
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Crabel Capital Management
Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stratos Investment Management
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Homrich & Berg
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.