PFGIA
WTPI

Patriot Financial Group Insurance Agency’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-512
Closed -$16K – 2020
2022
Q2 		$16K Sell
512
-95
-16% -$3.17K ﹤0.01% 1094
2022
Q1 		$21K Sell
607
-55
-8% -$1.87K ﹤0.01% 1077
2021
Q4 		$23K Hold
662
– – ﹤0.01% 1173
2021
Q3 		$22K Buy
+662
New +$21.5K ﹤0.01% 1182

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WTPI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2022, closing a stake of 512 shares — an estimated $16K sold.

Patriot Financial Group Insurance Agency first reported a position in WTPI in Q3 2021 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 44 funds tracked by Wall St. Rank hold WTPI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 512 WisdomTree Equity Premium Income Fund shares in Q3 2022, an estimated $16K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Equity Premium Income Fund in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Equity Premium Income Fund position peaked at $23K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.