Janney Montgomery Scott’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-34,841	Closed	-$887K	–	2083
2018 Q4	$887K	Buy	34,841 +768	+2%	+$21.9K	0.01%	990
2018 Q3	$1.04M	Sell	34,073 -210	-0.6%	-$6.37K	0.01%	1011
2018 Q2	$1.01M	Sell	34,283 -868	-2%	-$25.3K	0.01%	978
2018 Q1	$993K	Buy	35,151 +1,063	+3%	+$30.6K	0.01%	965
2017 Q4	$991K	Sell	34,088 -394	-1%	-$11.6K	0.01%	946
2017 Q3	$1.02M	Buy	34,482 +900	+3%	+$26.3K	0.01%	920
2017 Q2	$974K	Buy	33,582 +1,374	+4%	+$39.4K	0.01%	888
2017 Q1	$913K	Buy	+32,208	New	+$902K	0.01%	882

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Janney Montgomery Scott's WTPI Position: Q1 2019 in Review

Janney Montgomery Scott sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2019, closing a stake of 34,841 shares — an estimated $887K sold.

Janney Montgomery Scott first reported a position in WTPI in Q1 2017 and held it in 8 quarters. The position peaked at $1.04M in Q3 2018. 50 funds tracked by Wall St. Rank hold WTPI as of Q1 2019.

Janney Montgomery Scott reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2019 after selling out during the quarter.
Janney Montgomery Scott sold 34,841 WisdomTree Equity Premium Income Fund shares in Q1 2019, an estimated $887K.
Janney Montgomery Scott first reported a position in WisdomTree Equity Premium Income Fund in Q1 2017 and held it in 8 quarters.
Janney Montgomery Scott's WisdomTree Equity Premium Income Fund position peaked at $1.04M in Q3 2018.
50 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2019.

Based on Janney Montgomery Scott's 13F filing for Q1 2019, filed 30 Apr 2019.