Intelligence Driven Advisers
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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

Crabel Capital Management
Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return
Lenox Wealth Advisors
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Stratos Investment Management
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 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.