IWM
WTPI

IHT Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-210
Closed -$6K – 1418
2018
Q1 		$6K Hold
210
– – ﹤0.01% 1316
2017
Q4 		$6K Buy
+210
New +$6.2K ﹤0.01% 1310

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's WTPI Position: Q2 2018 in Review

IHT Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2018, closing a stake of 210 shares — an estimated $6K sold.

IHT Wealth Management first reported a position in WTPI in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 45 funds tracked by Wall St. Rank hold WTPI as of Q2 2018.

  • IHT Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 210 WisdomTree Equity Premium Income Fund shares in Q2 2018, an estimated $6K.
  • IHT Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $6K in Q1 2018.
  • 45 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.