Sheaff Brock Investment Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Sheaff Brock Investment 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	-9,000	Closed	-$242K	–	533
2019 Q1	$242K	Hold	9,000	–	–	0.03%	386
2018 Q4	$229K	Hold	9,000	–	–	0.04%	368
2018 Q3	$276K	Hold	9,000	–	–	0.03%	371
2018 Q2	$265K	Hold	9,000	–	–	0.03%	392
2018 Q1	$254K	Buy	+9,000	New	+$259K	0.03%	404

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 $869M AUM 16.19% 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

Sheaff Brock Investment Advisors's WTPI Position: Q2 2019 in Review

Sheaff Brock Investment Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2019, closing a stake of 9,000 shares — an estimated $242K sold.

Sheaff Brock Investment Advisors first reported a position in WTPI in Q1 2018 and held it in 5 quarters. The position peaked at $276K in Q3 2018. 48 funds tracked by Wall St. Rank hold WTPI as of Q2 2019.

Sheaff Brock Investment Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 9,000 WisdomTree Equity Premium Income Fund shares in Q2 2019, an estimated $242K.
Sheaff Brock Investment Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q1 2018 and held it in 5 quarters.
Sheaff Brock Investment Advisors's WisdomTree Equity Premium Income Fund position peaked at $276K in Q3 2018.
48 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.