MIM
WTPI

Macroview Investment Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Macroview Investment Management’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
Q2 		– Sell
-1,252
Closed -$41.7K – 712
2024
Q1 		$41.7K Buy
1,252
+37
+3% +$1.21K 0.05% 143
2023
Q4 		$38.5K Sell
1,215
-451
-27% -$14K 0.05% 141
2023
Q3 		$51.2K Sell
1,666
-105
-6% -$3.37K 0.07% 114
2023
Q2 		$57.4K Buy
1,771
+25
+1% +$791 0.09% 85
2023
Q1 		$54.2K Sell
1,746
-659
-27% -$20.2K 0.09% 86
2022
Q4 		$72.2K Buy
2,405
+41
+2% +$1.25K 0.12% 75
2022
Q3 		$70K Hold
2,364
– – 0.13% 72
2022
Q2 		$76K Hold
2,364
– – 0.12% 73
2022
Q1 		$83K Sell
2,364
-1,631
-41% -$55.4K 0.12% 73
2021
Q4 		$138K Hold
3,995
– – 0.18% 55
2021
Q3 		$130K Buy
3,995
+1,002
+33% +$32.5K 0.17% 55
2021
Q2 		$95K Hold
2,993
– – 0.13% 66
2021
Q1 		$90K Sell
2,993
-752
-20% -$22K 0.13% 62
2020
Q4 		$107K Buy
3,745
+111
+3% +$3.07K 0.16% 54
2020
Q3 		$97K Sell
3,634
-42
-1% -$1.1K 0.17% 51
2020
Q2 		$92K Sell
3,676
-13,221
-78% -$318K 0.19% 48
2020
Q1 		$380K Sell
16,897
-17,587
-51% -$470K 0.81% 24
2019
Q4 		$982K Buy
34,484
+9,536
+38% +$270K 2.04% 14
2019
Q3 		$689K Sell
24,948
-2,392
-9% -$66.1K 1.49% 17
2019
Q2 		$753K Buy
27,340
+1,290
+5% +$35K 1.95% 14
2019
Q1 		$702K Buy
26,050
+14,273
+121% +$377K 1.74% 14
2018
Q4 		$300K Buy
+11,777
New +$335K 0.96% 23

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
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Macroview Investment Management's WTPI Position: Q2 2024 in Review

Macroview Investment Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2024, closing a stake of 1,252 shares — an estimated $41.7K sold.

Macroview Investment Management first reported a position in WTPI in Q4 2018 and held it in 22 quarters. The position peaked at $982K in Q4 2019. 49 funds tracked by Wall St. Rank hold WTPI as of Q2 2024.

  • Macroview Investment Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2024 after selling out during the quarter.
  • Macroview Investment Management sold 1,252 WisdomTree Equity Premium Income Fund shares in Q2 2024, an estimated $41.7K.
  • Macroview Investment Management first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and held it in 22 quarters.
  • Macroview Investment Management's WisdomTree Equity Premium Income Fund position peaked at $982K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.