GLA
WTPI

Good Life Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Good Life Advisors’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
2023
Q1 		– Sell
-38,045
Closed -$1.14M – 414
2022
Q4 		$1.14M Sell
38,045
-8,094
-18% -$247K 0.16% 126
2022
Q3 		$1.38M Buy
+46,139
New +$1.48M 0.2% 101

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Good Life Advisors's WTPI Position: Q1 2023 in Review

Good Life Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2023, closing a stake of 38,045 shares — an estimated $1.14M sold.

Good Life Advisors first reported a position in WTPI in Q3 2022 and held it in 2 quarters. The position peaked at $1.38M in Q3 2022. 33 funds tracked by Wall St. Rank hold WTPI as of Q1 2023.

  • Good Life Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2023 after selling out during the quarter.
  • Good Life Advisors sold 38,045 WisdomTree Equity Premium Income Fund shares in Q1 2023, an estimated $1.14M.
  • Good Life Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2022 and held it in 2 quarters.
  • Good Life Advisors's WisdomTree Equity Premium Income Fund position peaked at $1.38M in Q3 2022.
  • 33 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2023.

Based on Good Life Advisors's 13F filing for Q1 2023, filed 8 May 2023.