RIA
WTPI

RPG Investment Advisory’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

RPG Investment Advisory’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
Q4 		– Sell
-1,000
Closed -$27K – 373
2020
Q3 		$27K Hold
1,000
– – 0.01% 126
2020
Q2 		$25K Hold
1,000
– – 0.01% 127
2020
Q1 		$23K Hold
1,000
– – 0.01% 125
2019
Q4 		$28K Hold
1,000
– – 0.01% 125
2019
Q3 		$28K Hold
1,000
– – 0.01% 122
2019
Q2 		$28K Hold
1,000
– – 0.01% 126
2019
Q1 		$27K Hold
1,000
– – 0.01% 142
2018
Q4 		$25K Hold
1,000
– – 0.01% 135
2018
Q3 		$31K Sell
1,000
-1,457
-59% -$44.2K 0.01% 138
2018
Q2 		$72K Hold
2,457
– – 0.02% 118
2018
Q1 		$69K Sell
2,457
-1,087
-31% -$31.3K 0.02% 135
2017
Q4 		$103K Buy
3,544
+47
+1% +$1.39K 0.03% 118
2017
Q3 		$103K Hold
3,497
– – 0.03% 121
2017
Q2 		$101K Buy
+3,497
New +$100K 0.03% 120

Other funds holding WTPI

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPG Investment Advisory's WTPI Position: Q4 2020 in Review

RPG Investment Advisory sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2020, closing a stake of 1,000 shares — an estimated $27K sold.

RPG Investment Advisory first reported a position in WTPI in Q2 2017 and held it in 14 quarters. The position peaked at $103K in Q4 2017. 38 funds tracked by Wall St. Rank hold WTPI as of Q4 2020.

  • RPG Investment Advisory reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2020 after selling out during the quarter.
  • RPG Investment Advisory sold 1,000 WisdomTree Equity Premium Income Fund shares in Q4 2020, an estimated $27K.
  • RPG Investment Advisory first reported a position in WisdomTree Equity Premium Income Fund in Q2 2017 and held it in 14 quarters.
  • RPG Investment Advisory's WisdomTree Equity Premium Income Fund position peaked at $103K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2020.

Based on RPG Investment Advisory's 13F filing for Q4 2020, filed 27 Jan 2021.