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Newfound Research’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Newfound Research’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
2019
Q1 		– Sell
-44
Closed -$1K – 237
2018
Q4 		$1K Sell
44
-25
-36% -$712 ﹤0.01% 127
2018
Q3 		$2K Buy
69
+29
+73% +$879 ﹤0.01% 119
2018
Q2 		$1K Hold
40
– – ﹤0.01% 157
2018
Q1 		$1K Hold
40
– – ﹤0.01% 154
2017
Q4 		$1K Buy
40
+1
+3% +$30 ﹤0.01% 172
2017
Q3 		$1K Hold
39
– – ﹤0.01% 164
2017
Q2 		$1K Buy
+39
New +$1.12K ﹤0.01% 163

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Newfound Research's WTPI Position: Q1 2019 in Review

Newfound Research sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2019, closing a stake of 44 shares — an estimated $1K sold.

Newfound Research first reported a position in WTPI in Q2 2017 and held it in 7 quarters. The position peaked at $2K in Q3 2018. 50 funds tracked by Wall St. Rank hold WTPI as of Q1 2019.

  • Newfound Research reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2019 after selling out during the quarter.
  • Newfound Research sold 44 WisdomTree Equity Premium Income Fund shares in Q1 2019, an estimated $1K.
  • Newfound Research first reported a position in WisdomTree Equity Premium Income Fund in Q2 2017 and held it in 7 quarters.
  • Newfound Research's WisdomTree Equity Premium Income Fund position peaked at $2K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2019.

Based on Newfound Research's 13F filing for Q1 2019, filed 14 May 2019.