MSI Financial Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

MSI Financial Services’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
2016 Q4	$96K	Buy	+3,526	New	+$96.6K	﹤0.01%	1473

Other funds holding WTPI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MSI Financial Services's WTPI Position: Q4 2016 in Review

MSI Financial Services opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q4 2016: 3,526 shares worth $96K. The stake represents ﹤0.01% of the portfolio and ranks #1473 among its holdings.

10 funds tracked by Wall St. Rank hold WTPI as of Q4 2016.

MSI Financial Services held 3,526 shares of WisdomTree Equity Premium Income Fund worth $96K as of Q4 2016.
WisdomTree Equity Premium Income Fund was a new MSI Financial Services position in Q4 2016.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1473 holding.
10 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.