OA
WTPI

Opes Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Opes Advisors’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
2018
Q4 		$427K Buy
+16,766
New +$477K 0.31% 31

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Opes Advisors's WTPI Position: Q4 2018 in Review

Opes Advisors opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q4 2018: 16,766 shares worth $427K. The stake represents 0.31% of the portfolio and ranks #31 among its holdings.

58 funds tracked by Wall St. Rank hold WTPI as of Q4 2018.

  • Opes Advisors held 16,766 shares of WisdomTree Equity Premium Income Fund worth $427K as of Q4 2018.
  • WisdomTree Equity Premium Income Fund was a new Opes Advisors position in Q4 2018.
  • WisdomTree Equity Premium Income Fund made up 0.31% of Opes Advisors's portfolio in Q4 2018, its #31 holding.
  • 58 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.