OWM
WTPI

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 $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 $869M AUM 16.19% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return