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

KLR 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
2024 Q1	$577K	Sell	18,013 -2,678	-13%	-$87.2K	0.42%	63
2023 Q4	$656K	Sell	20,691 -387	-2%	-$12K	0.47%	49
2023 Q3	$654K	Sell	21,078 -682	-3%	-$21.9K	0.59%	43
2023 Q2	$705K	Buy	21,760 +682	+3%	+$21.6K	0.58%	39
2023 Q1	$654K	Buy	21,078 +1,240	+6%	+$38.1K	0.58%	45
2022 Q4	$596K	Buy	+19,838	New	+$605K	0.49%	53

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KLR Investment Advisors's WTPI Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 13% in Q1 2024, selling an estimated $87.2K and leaving 18,013 shares worth $577K. The position accounts for 0.42% of the portfolio, ranked #63.

KLR Investment Advisors first reported a position in WTPI in Q4 2022 and has held it in 6 quarters since. The position peaked at $705K in Q2 2023. 45 funds tracked by Wall St. Rank hold WTPI as of Q1 2024.

KLR Investment Advisors held 18,013 shares of WisdomTree Equity Premium Income Fund worth $577K as of Q1 2024.
KLR Investment Advisors sold 2,678 WisdomTree Equity Premium Income Fund shares in Q1 2024, an estimated $87.2K.
WisdomTree Equity Premium Income Fund made up 0.42% of KLR Investment Advisors's portfolio in Q1 2024, its #63 holding.
KLR Investment Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree Equity Premium Income Fund position peaked at $705K in Q2 2023.
45 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.