LC
WTPI

Lindbrook Capital’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Lindbrook Capital’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
2020
Q1 		– Sell
-55
Closed -$2K – 1882
2019
Q4 		$2K Buy
+55
New +$1.56K ﹤0.01% 1330

Other funds holding WTPI

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
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's WTPI Position: Q1 2020 in Review

Lindbrook Capital sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2020, closing a stake of 55 shares — an estimated $2K sold.

Lindbrook Capital first reported a position in WTPI in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 37 funds tracked by Wall St. Rank hold WTPI as of Q1 2020.

  • Lindbrook Capital reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2020 after selling out during the quarter.
  • Lindbrook Capital sold 55 WisdomTree Equity Premium Income Fund shares in Q1 2020, an estimated $2K.
  • Lindbrook Capital first reported a position in WisdomTree Equity Premium Income Fund in Q4 2019 and held it in 1 quarter.
  • Lindbrook Capital's WisdomTree Equity Premium Income Fund position peaked at $2K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.