IA
WTPI

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

IFP 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
-748
Closed -$22K – 4499
2022
Q4 		$22K Sell
748
-324
-30% -$9.89K ﹤0.01% 2828
2022
Q3 		$36K Sell
1,072
-180
-14% -$5.79K ﹤0.01% 2642
2022
Q2 		$38K Hold
1,252
– – ﹤0.01% 2366
2022
Q1 		$38K Buy
+1,252
New +$42.5K ﹤0.01% 2366
2020
Q2 		– Sell
-2,609
Closed -$62.7K – 2988
2020
Q1 		$58K Buy
2,609
+39
+2% +$1.04K 0.01% 1054
2019
Q4 		$73K Buy
+2,570
New +$72.7K 0.01% 1094
2019
Q1 		– Sell
-285
Closed -$7K – 3530
2018
Q4 		$7K Hold
285
– – ﹤0.01% 2714
2018
Q3 		$9K Sell
285
-72
-20% -$2.18K ﹤0.01% 2926
2018
Q2 		$11K Hold
357
– – ﹤0.01% 2857
2018
Q1 		$10K Hold
357
– – ﹤0.01% 2805
2017
Q4 		$10K Buy
+357
New +$10.5K ﹤0.01% 2847

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

IFP Advisors's WTPI Position: Q1 2023 in Review

IFP Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2023, closing a stake of 748 shares — an estimated $22K sold.

IFP Advisors first reported a position in WTPI in Q4 2017 and held it in 11 quarters. The position peaked at $73K in Q4 2019. 33 funds tracked by Wall St. Rank hold WTPI as of Q1 2023.

  • IFP Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 748 WisdomTree Equity Premium Income Fund shares in Q1 2023, an estimated $22K.
  • IFP Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2017 and held it in 11 quarters.
  • IFP Advisors's WisdomTree Equity Premium Income Fund position peaked at $73K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.