SFMG Wealth Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

SFMG Wealth 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
2019 Q2	–	Sell	-130,639	Closed	-$3.52M	–	164
2019 Q1	$3.52M	Sell	130,639 -2,034	-2%	-$53.7K	0.51%	19
2018 Q4	$3.38M	Sell	132,673 -236	-0.2%	-$6.72K	0.55%	19
2018 Q3	$3.86M	Buy	132,909 +13,858	+12%	+$420K	0.59%	16
2018 Q2	$3.5M	Buy	119,051 +19,960	+20%	+$581K	0.57%	14
2018 Q1	$2.8M	Buy	99,091 +11,997	+14%	+$345K	0.47%	16
2017 Q4	$2.53M	Buy	+87,094	New	+$2.57M	0.42%	21

Other funds holding WTPI

CCM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

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

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

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

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

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

SFMG Wealth Advisors's WTPI Position: Q2 2019 in Review

SFMG Wealth Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2019, closing a stake of 130,639 shares — an estimated $3.52M sold.

SFMG Wealth Advisors first reported a position in WTPI in Q4 2017 and held it in 6 quarters. The position peaked at $3.86M in Q3 2018. 48 funds tracked by Wall St. Rank hold WTPI as of Q2 2019.

SFMG Wealth Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2019 after selling out during the quarter.
SFMG Wealth Advisors sold 130,639 WisdomTree Equity Premium Income Fund shares in Q2 2019, an estimated $3.52M.
SFMG Wealth Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2017 and held it in 6 quarters.
SFMG Wealth Advisors's WisdomTree Equity Premium Income Fund position peaked at $3.86M in Q3 2018.
48 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2019.

Based on SFMG Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.