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

GeoWealth 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
2021
Q2 		– Sell
-4,352
Closed -$131K – 281
2021
Q1 		$131K Buy
+4,352
New +$127K 0.02% 180

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Homrich & Berg
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Raymond James Trust
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GeoWealth Management's WTPI Position: Q2 2021 in Review

GeoWealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2021, closing a stake of 4,352 shares — an estimated $131K sold.

GeoWealth Management first reported a position in WTPI in Q1 2021 and held it in 1 quarter. The position peaked at $131K in Q1 2021. 35 funds tracked by Wall St. Rank hold WTPI as of Q2 2021.

  • GeoWealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2021 after selling out during the quarter.
  • GeoWealth Management sold 4,352 WisdomTree Equity Premium Income Fund shares in Q2 2021, an estimated $131K.
  • GeoWealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2021 and held it in 1 quarter.
  • GeoWealth Management's WisdomTree Equity Premium Income Fund position peaked at $131K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2021.

Based on GeoWealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.