Orgel Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Orgel Wealth Management’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	–	Sell	-6,712	Closed	-$206K	–	42
2018 Q3	$206K	Sell	6,712 -177	-3%	-$5.37K	0.09%	38
2018 Q2	$203K	Buy	+6,889	New	+$201K	0.05%	41
2018 Q1	–	Sell	-3,364,860	Closed	-$97.8M	–	48
2017 Q4	$97.8M	Buy	3,364,860 +224,055	+7%	+$6.61M	23.67%	3
2017 Q3	$92.6M	Buy	3,140,805 +55,781	+2%	+$1.63M	32.3%	2
2017 Q2	$89.5M	Buy	3,085,024 +3,077,544	+41,144%	+$88.2M	32.65%	2
2017 Q1	$212K	Buy	+7,480	New	+$209K	0.09%	24

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RHS Financial San Francisco, California $248M AUM 23.56% 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

Orgel Wealth Management's WTPI Position: Q4 2018 in Review

Orgel Wealth Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2018, closing a stake of 6,712 shares — an estimated $206K sold.

Orgel Wealth Management first reported a position in WTPI in Q1 2017 and held it in 6 quarters. The position peaked at $97.8M in Q4 2017. 58 funds tracked by Wall St. Rank hold WTPI as of Q4 2018.

Orgel Wealth Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2018 after selling out during the quarter.
Orgel Wealth Management sold 6,712 WisdomTree Equity Premium Income Fund shares in Q4 2018, an estimated $206K.
Orgel Wealth Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2017 and held it in 6 quarters.
Orgel Wealth Management's WisdomTree Equity Premium Income Fund position peaked at $97.8M in Q4 2017.
58 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2018.

Based on Orgel Wealth Management's 13F filing for Q4 2018, filed 14 Jan 2019.