PA
WTPI

Pinnacle Associates’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Pinnacle Associates’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
-1,217,000
Closed -$347K – 740
2019
Q4 		$347K Sell
1,217,000
-138,000
-10% -$3.9M 0.01% 582
2019
Q3 		$374K Buy
1,355,000
+1,342,570
+10,801% +$37.1M 0.01% 577
2019
Q2 		$342K Sell
12,430
-1,202,570
-99% -$32.6M 0.01% 581
2019
Q1 		$327K Buy
+1,215,000
New +$32.1M 0.01% 593

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Bank of America
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CCM
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CWM
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SEI Investments
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ML
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RF
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UBS Group
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SIM
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Morgan Stanley
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