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

Main 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
2022 Q2	–	Sell	-213	Closed	-$7K	–	146
2022 Q1	$7K	Buy	+213	New	+$7.24K	﹤0.01%	127
2019 Q4	–	Sell	-1,416	Closed	-$39K	–	100
2019 Q3	$39K	Buy	1,416 +70	+5%	+$1.94K	0.01%	76
2019 Q2	$37K	Buy	1,346 +295	+28%	+$8.01K	0.01%	75
2019 Q1	$28K	Buy	1,051 +174	+20%	+$4.59K	﹤0.01%	77
2018 Q4	$22K	Buy	877 +51	+6%	+$1.45K	﹤0.01%	77
2018 Q3	$25K	Buy	+826	New	+$25K	﹤0.01%	69

Other funds holding WTPI

CCM

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

CTC

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

SIM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RJT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Main Management's WTPI Position: Q2 2022 in Review

Main Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2022, closing a stake of 213 shares — an estimated $7K sold.

Main Management first reported a position in WTPI in Q3 2018 and held it in 6 quarters. The position peaked at $39K in Q3 2019. 41 funds tracked by Wall St. Rank hold WTPI as of Q2 2022.

Main Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2022 after selling out during the quarter.
Main Management sold 213 WisdomTree Equity Premium Income Fund shares in Q2 2022, an estimated $7K.
Main Management first reported a position in WisdomTree Equity Premium Income Fund in Q3 2018 and held it in 6 quarters.
Main Management's WisdomTree Equity Premium Income Fund position peaked at $39K in Q3 2019.
41 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2022.

Based on Main Management's 13F filing for Q2 2022, filed 12 Aug 2022.