IIA
WTPI

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

IPG Investment 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
2018
Q1 		– Sell
-7,000
Closed -$203K – 175
2017
Q4 		$203K Hold
7,000
– – 0.08% 132
2017
Q3 		$206K Buy
+7,000
New +$205K 0.07% 125

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
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IPG Investment Advisors's WTPI Position: Q1 2018 in Review

IPG Investment Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2018, closing a stake of 7,000 shares — an estimated $203K sold.

IPG Investment Advisors first reported a position in WTPI in Q3 2017 and held it in 2 quarters. The position peaked at $206K in Q3 2017. 47 funds tracked by Wall St. Rank hold WTPI as of Q1 2018.

  • IPG Investment Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2018 after selling out during the quarter.
  • IPG Investment Advisors sold 7,000 WisdomTree Equity Premium Income Fund shares in Q1 2018, an estimated $203K.
  • IPG Investment Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2017 and held it in 2 quarters.
  • IPG Investment Advisors's WisdomTree Equity Premium Income Fund position peaked at $206K in Q3 2017.
  • 47 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2018.

Based on IPG Investment Advisors's 13F filing for Q1 2018, filed 11 May 2018.