Parallel Advisors
WTPI icon

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

Parallel 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
2020
Q1 		– Sell
-3,721
Closed -$106K – 2696
2019
Q4 		$106K Buy
+3,721
New +$105K 0.01% 745
2018
Q2 		– Sell
-12
Closed – – 2224
2018
Q1 		$0 Buy
+12
New +$345 ﹤0.01% 2208

Other funds holding WTPI

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parallel Advisors's WTPI Position: Q1 2020 in Review

Parallel Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2020, closing a stake of 3,721 shares — an estimated $106K sold.

Parallel Advisors first reported a position in WTPI in Q1 2018 and held it in 2 quarters. The position peaked at $106K in Q4 2019. 37 funds tracked by Wall St. Rank hold WTPI as of Q1 2020.

  • Parallel Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2020 after selling out during the quarter.
  • Parallel Advisors sold 3,721 WisdomTree Equity Premium Income Fund shares in Q1 2020, an estimated $106K.
  • Parallel Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q1 2018 and held it in 2 quarters.
  • Parallel Advisors's WisdomTree Equity Premium Income Fund position peaked at $106K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2020.

Based on Parallel Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.