Great Valley Advisor Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Great Valley Advisor 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
2023 Q1	–	Sell	-10,094	Closed	-$303K	–	765
2022 Q4	$303K	Sell	10,094 -212	-2%	-$6.47K	0.02%	542
2022 Q3	$307K	Buy	10,306 +392	+4%	+$12.6K	0.02%	531
2022 Q2	$317K	Buy	+9,914	New	+$331K	0.02%	532

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Great Valley Advisor Group's WTPI Position: Q1 2023 in Review

Great Valley Advisor Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2023, closing a stake of 10,094 shares — an estimated $303K sold.

Great Valley Advisor Group first reported a position in WTPI in Q2 2022 and held it in 3 quarters. The position peaked at $317K in Q2 2022. 33 funds tracked by Wall St. Rank hold WTPI as of Q1 2023.

Great Valley Advisor Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2023 after selling out during the quarter.
Great Valley Advisor Group sold 10,094 WisdomTree Equity Premium Income Fund shares in Q1 2023, an estimated $303K.
Great Valley Advisor Group first reported a position in WisdomTree Equity Premium Income Fund in Q2 2022 and held it in 3 quarters.
Great Valley Advisor Group's WisdomTree Equity Premium Income Fund position peaked at $317K in Q2 2022.
33 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2023.

Based on Great Valley Advisor Group's 13F filing for Q1 2023, filed 3 May 2023.