IDA
WTPI

Intelligence Driven Advisers’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Intelligence Driven Advisers’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
2019
Q4 		– Sell
-10,395
Closed -$287K – 95
2019
Q3 		$287K Sell
10,395
-33,717
-76% -$932K 0.14% 75
2019
Q2 		$1.22M Sell
44,112
-73,854
-63% -$2M 0.58% 35
2019
Q1 		$3.18M Buy
117,966
+25,462
+28% +$672K 1.74% 15
2018
Q4 		$2.35M Buy
+92,504
New +$2.63M 1.49% 22

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Intelligence Driven Advisers's WTPI Position: Q4 2019 in Review

Intelligence Driven Advisers sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2019, closing a stake of 10,395 shares — an estimated $287K sold.

Intelligence Driven Advisers first reported a position in WTPI in Q4 2018 and held it in 4 quarters. The position peaked at $3.18M in Q1 2019. 44 funds tracked by Wall St. Rank hold WTPI as of Q4 2019.

  • Intelligence Driven Advisers reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 10,395 WisdomTree Equity Premium Income Fund shares in Q4 2019, an estimated $287K.
  • Intelligence Driven Advisers first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and held it in 4 quarters.
  • Intelligence Driven Advisers's WisdomTree Equity Premium Income Fund position peaked at $3.18M in Q1 2019.
  • 44 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2019.

Based on Intelligence Driven Advisers's 13F filing for Q4 2019, filed 4 Sep 2020.