FEG
WTPI

Financial Enhancement Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-41,490
Closed -$1.11M – 324
2020
Q3 		$1.11M Sell
41,490
-764
-2% -$20K 0.26% 52
2020
Q2 		$1.06M Sell
42,254
-343
-0.8% -$8.24K 0.27% 54
2020
Q1 		$959K Sell
42,597
-5,116
-11% -$137K 0.29% 48
2019
Q4 		$1.36M Buy
47,713
+1,073
+2% +$30.4K 0.34% 40
2019
Q3 		$1.29M Sell
46,640
-3,308
-7% -$91.4K 0.35% 35
2019
Q2 		$1.38M Sell
49,948
-203
-0.4% -$5.51K 0.4% 40
2019
Q1 		$1.35M Sell
50,151
-2,668
-5% -$70.4K 0.41% 42
2018
Q4 		$1.62M Hold
52,819
– – 0.51% 41
2018
Q3 		$1.62M Sell
52,819
-1,128
-2% -$34.2K 0.51% 41
2018
Q2 		$1.59M Buy
53,947
+945
+2% +$27.5K 0.55% 34
2018
Q1 		$1.5M Sell
53,002
-915
-2% -$26.3K 0.53% 37
2017
Q4 		$1.57M Sell
53,917
-1,487
-3% -$43.9K 0.58% 36
2017
Q3 		$1.63M Sell
55,404
-1,187
-2% -$34.7K 0.66% 33
2017
Q2 		$1.64M Buy
56,591
+44
+0.1% +$1.26K 0.7% 33
2017
Q1 		$1.6M Buy
56,547
+4,314
+8% +$121K 0.73% 33
2016
Q4 		$1.43M Buy
52,233
+399
+0.8% +$10.9K 0.74% 33
2016
Q3 		$1.41M Buy
+51,834
New +$1.4M 0.76% 27

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Enhancement Group's WTPI Position: Q4 2020 in Review

Financial Enhancement Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2020, closing a stake of 41,490 shares — an estimated $1.11M sold.

Financial Enhancement Group first reported a position in WTPI in Q3 2016 and held it in 17 quarters. The position peaked at $1.64M in Q2 2017. 38 funds tracked by Wall St. Rank hold WTPI as of Q4 2020.

  • Financial Enhancement Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 41,490 WisdomTree Equity Premium Income Fund shares in Q4 2020, an estimated $1.11M.
  • Financial Enhancement Group first reported a position in WisdomTree Equity Premium Income Fund in Q3 2016 and held it in 17 quarters.
  • Financial Enhancement Group's WisdomTree Equity Premium Income Fund position peaked at $1.64M in Q2 2017.
  • 38 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2020.

Based on Financial Enhancement Group's 13F filing for Q4 2020, filed 10 Feb 2021.