GVAG
WTPI

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 $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

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.