RJFSA
WTPI

Raymond James Financial Services Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.77M Buy
+53,411
New +$1.77M ﹤0.01% 1812

Other funds holding WTPI

TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial Services Advisors's WTPI Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in WisdomTree Equity Premium Income Fund (WTPI) in Q3 2024: 53,411 shares worth $1.77M. The stake represents ﹤0.01% of the portfolio and ranks #1812 among its holdings.

49 funds tracked by Wall St. Rank hold WTPI as of Q3 2024.

  • Raymond James Financial Services Advisors held 53,411 shares of WisdomTree Equity Premium Income Fund worth $1.77M as of Q3 2024.
  • WisdomTree Equity Premium Income Fund was a new Raymond James Financial Services Advisors position in Q3 2024.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1812 holding.
  • 49 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.