OP
WTPI

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

ORG 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
2024
Q1 		– Sell
-2,401
Closed -$76.1K – 1159
2023
Q4 		$76.1K Buy
+2,401
New +$74.7K 0.01% 448

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

ORG Partners's WTPI Position: Q1 2024 in Review

ORG Partners sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2024, closing a stake of 2,401 shares — an estimated $76.1K sold.

ORG Partners first reported a position in WTPI in Q4 2023 and held it in 1 quarter. The position peaked at $76.1K in Q4 2023. 45 funds tracked by Wall St. Rank hold WTPI as of Q1 2024.

  • ORG Partners reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 2,401 WisdomTree Equity Premium Income Fund shares in Q1 2024, an estimated $76.1K.
  • ORG Partners first reported a position in WisdomTree Equity Premium Income Fund in Q4 2023 and held it in 1 quarter.
  • ORG Partners's WisdomTree Equity Premium Income Fund position peaked at $76.1K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.