NEXT Financial Holdings’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

NEXT Financial Holdings’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	$35K	Buy	+1,300	New	+$34.3K	0.01%	826

Other funds holding WTPI

CCM

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

NEXT Financial Holdings's WTPI Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q1 2019: 1,300 shares worth $35K. The stake represents 0.01% of the portfolio and ranks #826 among its holdings.

50 funds tracked by Wall St. Rank hold WTPI as of Q1 2019.

NEXT Financial Holdings held 1,300 shares of WisdomTree Equity Premium Income Fund worth $35K as of Q1 2019.
WisdomTree Equity Premium Income Fund was a new NEXT Financial Holdings position in Q1 2019.
WisdomTree Equity Premium Income Fund made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #826 holding.
50 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.