MWP
WTPI

Meridian Wealth Partners’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Meridian Wealth Partners’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
Q3 		– Sell
-799
Closed -$20K – 226
2020
Q2 		$20K Sell
799
-267
-25% -$6.42K 0.01% 201
2020
Q1 		$24K Buy
1,066
+87
+9% +$2.32K 0.01% 165
2019
Q4 		$28K Buy
+979
New +$27.7K 0.02% 172

Other funds holding WTPI

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Meridian Wealth Partners's WTPI Position: Q3 2020 in Review

Meridian Wealth Partners sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2020, closing a stake of 799 shares — an estimated $20K sold.

Meridian Wealth Partners first reported a position in WTPI in Q4 2019 and held it in 3 quarters. The position peaked at $28K in Q4 2019. 33 funds tracked by Wall St. Rank hold WTPI as of Q3 2020.

  • Meridian Wealth Partners reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Partners sold 799 WisdomTree Equity Premium Income Fund shares in Q3 2020, an estimated $20K.
  • Meridian Wealth Partners first reported a position in WisdomTree Equity Premium Income Fund in Q4 2019 and held it in 3 quarters.
  • Meridian Wealth Partners's WisdomTree Equity Premium Income Fund position peaked at $28K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2020.

Based on Meridian Wealth Partners's 13F filing for Q3 2020, filed 12 Nov 2020.