Pinnacle Wealth Management Advisory Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Pinnacle Wealth Management Advisory Group’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	-12,170	Closed	-$347K	–	204
2019 Q4	$347K	Sell	12,170 -1,380	-10%	-$39K	0.13%	137
2019 Q3	$374K	Buy	13,550 +1,120	+9%	+$31K	0.16%	122
2019 Q2	$342K	Buy	12,430 +280	+2%	+$7.6K	0.15%	134
2019 Q1	$327K	Buy	+12,150	New	+$321K	0.15%	135

Other funds holding WTPI

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's WTPI Position: Q1 2020 in Review

Pinnacle Wealth Management Advisory Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2020, closing a stake of 12,170 shares — an estimated $347K sold.

Pinnacle Wealth Management Advisory Group first reported a position in WTPI in Q1 2019 and held it in 4 quarters. The position peaked at $374K in Q3 2019. 37 funds tracked by Wall St. Rank hold WTPI as of Q1 2020.

Pinnacle Wealth Management Advisory Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2020 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 12,170 WisdomTree Equity Premium Income Fund shares in Q1 2020, an estimated $347K.
Pinnacle Wealth Management Advisory Group first reported a position in WisdomTree Equity Premium Income Fund in Q1 2019 and held it in 4 quarters.
Pinnacle Wealth Management Advisory Group's WisdomTree Equity Premium Income Fund position peaked at $374K in Q3 2019.
37 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2020.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2020, filed 8 May 2020.