HWMA
WTPI

Heritage Wealth Management (Arizona)’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$189K Buy
6,294
+3,031
+93% +$92.5K 0.03% 336
2022
Q3 		$97K Sell
3,263
-1,460
-31% -$47K 0.03% 326
2022
Q2 		$151K Sell
4,723
-632
-12% -$21.1K 0.05% 286
2022
Q1 		$188K Buy
+5,355
New +$182K 0.05% 280
2021
Q3 		$215K Sell
6,606
-872
-12% -$28.3K 0.08% 204
2021
Q2 		$237K Buy
+7,478
New +$231K 0.09% 199

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WTPI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 93% in Q4 2022, buying an estimated $92.5K and bringing the position to 6,294 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #336.

Heritage Wealth Management (Arizona) first reported a position in WTPI in Q2 2021 and has held it in 6 quarters since. The position peaked at $237K in Q2 2021. 39 funds tracked by Wall St. Rank hold WTPI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 6,294 shares of WisdomTree Equity Premium Income Fund worth $189K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3,031 WisdomTree Equity Premium Income Fund shares in Q4 2022, an estimated $92.5K.
  • WisdomTree Equity Premium Income Fund made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #336 holding.
  • Heritage Wealth Management (Arizona) first reported a position in WisdomTree Equity Premium Income Fund in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s WisdomTree Equity Premium Income Fund position peaked at $237K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.