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

Frontier Wealth Management’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	-14,055	Closed	-$400K	–	332
2019 Q4	$400K	Sell	14,055 -6,950	-33%	-$197K	0.06%	200
2019 Q3	$580K	Hold	21,005	–	–	0.09%	176
2019 Q2	$579K	Sell	21,005 -38,473	-65%	-$1.04M	0.09%	174
2019 Q1	$1.6M	Buy	59,478 +12,765	+27%	+$337K	0.22%	99
2018 Q4	$1.19M	Sell	46,713 -18,047	-28%	-$514K	0.18%	127
2018 Q3	$1.98M	Sell	64,760 -5,162	-7%	-$157K	0.19%	87
2018 Q2	$2.06M	Buy	69,922 +34,690	+98%	+$1.01M	0.29%	82
2018 Q1	$995K	Buy	35,232 +6,150	+21%	+$177K	0.14%	154
2017 Q4	$845K	Buy	29,082 +3,639	+14%	+$107K	0.14%	153
2017 Q3	$750K	Buy	25,443 +1,000	+4%	+$29.3K	0.11%	176
2017 Q2	$709K	Buy	24,443 +3,438	+16%	+$98.6K	0.11%	184
2017 Q1	$595K	Buy	+21,005	New	+$588K	0.09%	199

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

Frontier Wealth Management's WTPI Position: Q1 2020 in Review

Frontier Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2020, closing a stake of 14,055 shares — an estimated $400K sold.

Frontier Wealth Management first reported a position in WTPI in Q1 2017 and held it in 12 quarters. The position peaked at $2.06M in Q2 2018. 37 funds tracked by Wall St. Rank hold WTPI as of Q1 2020.

Frontier Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2020 after selling out during the quarter.
Frontier Wealth Management sold 14,055 WisdomTree Equity Premium Income Fund shares in Q1 2020, an estimated $400K.
Frontier Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2017 and held it in 12 quarters.
Frontier Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $2.06M in Q2 2018.
37 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.