IFWM
WTPI

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

Institute for 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
2020
Q2 		– Sell
-18,085
Closed -$407K – 445
2020
Q1 		$407K Sell
18,085
-1,209
-6% -$32.3K 0.13% 225
2019
Q4 		$549K Sell
19,294
-2,202
-10% -$62.3K 0.12% 235
2019
Q3 		$594K Sell
21,496
-8,851
-29% -$245K 0.15% 207
2019
Q2 		$836K Buy
30,347
+662
+2% +$18K 0.19% 165
2019
Q1 		$799K Sell
29,685
-25,717
-46% -$679K 0.17% 160
2018
Q4 		$1.41M Sell
55,402
-30,844
-36% -$878K 0.58% 44
2018
Q3 		$2.65M Buy
86,246
+18,676
+28% +$566K 0.89% 24
2018
Q2 		$1.99M Sell
67,570
-2,241
-3% -$65.3K 0.63% 46
2018
Q1 		$2.02M Sell
69,811
-55,834
-44% -$1.61M 0.59% 41
2017
Q4 		$3.65M Buy
125,645
+58,423
+87% +$1.72M 0.84% 15
2017
Q3 		$1.98M Buy
67,222
+18,267
+37% +$534K 0.64% 40
2017
Q2 		$1.42M Buy
+48,955
New +$1.4M 0.39% 68

Other funds holding WTPI

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
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
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Institute for Wealth Management's WTPI Position: Q2 2020 in Review

Institute for Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2020, closing a stake of 18,085 shares — an estimated $407K sold.

Institute for Wealth Management first reported a position in WTPI in Q2 2017 and held it in 12 quarters. The position peaked at $3.65M in Q4 2017. 34 funds tracked by Wall St. Rank hold WTPI as of Q2 2020.

  • Institute for Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 18,085 WisdomTree Equity Premium Income Fund shares in Q2 2020, an estimated $407K.
  • Institute for Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q2 2017 and held it in 12 quarters.
  • Institute for Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $3.65M in Q4 2017.
  • 34 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2020.

Based on Institute for Wealth Management's 13F filing for Q2 2020, filed 30 Jul 2020.