DB
WTPI

Dravo Bay’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Dravo Bay’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
2022
Q2 		– Sell
-166
Closed -$5.83K – 173
2022
Q1 		$5.83K Buy
+166
New +$5.64K ﹤0.01% 110

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Dravo Bay's WTPI Position: Q2 2022 in Review

Dravo Bay sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2022, closing a stake of 166 shares — an estimated $5.83K sold.

Dravo Bay first reported a position in WTPI in Q1 2022 and held it in 1 quarter. The position peaked at $5.83K in Q1 2022. 41 funds tracked by Wall St. Rank hold WTPI as of Q2 2022.

  • Dravo Bay reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2022 after selling out during the quarter.
  • Dravo Bay sold 166 WisdomTree Equity Premium Income Fund shares in Q2 2022, an estimated $5.83K.
  • Dravo Bay first reported a position in WisdomTree Equity Premium Income Fund in Q1 2022 and held it in 1 quarter.
  • Dravo Bay's WisdomTree Equity Premium Income Fund position peaked at $5.83K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2022.

Based on Dravo Bay's 13F filing for Q2 2022, filed 15 Aug 2022.