Signet Financial Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Signet Financial Management’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 Q3	–	Sell	-7,170	Closed	-$202K	–	252
2019 Q2	$202K	Sell	7,170 -2,812	-28%	-$76.3K	0.04%	225
2019 Q1	$272K	Buy	9,982 +38	+0.4%	+$1K	0.05%	204
2018 Q4	$253K	Sell	9,944 -1,626	-14%	-$46.3K	0.06%	203
2018 Q3	$355K	Buy	11,570 +71	+0.6%	+$2.15K	0.06%	178
2018 Q2	$338K	Buy	11,499 +1,918	+20%	+$55.9K	0.06%	182
2018 Q1	$271K	Buy	+9,581	New	+$276K	0.05%	186

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

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

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

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

SIM

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

Signet Financial Management's WTPI Position: Q3 2019 in Review

Signet Financial Management sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2019, closing a stake of 7,170 shares — an estimated $202K sold.

Signet Financial Management first reported a position in WTPI in Q1 2018 and held it in 6 quarters. The position peaked at $355K in Q3 2018. 41 funds tracked by Wall St. Rank hold WTPI as of Q3 2019.

Signet Financial Management reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2019 after selling out during the quarter.
Signet Financial Management sold 7,170 WisdomTree Equity Premium Income Fund shares in Q3 2019, an estimated $202K.
Signet Financial Management first reported a position in WisdomTree Equity Premium Income Fund in Q1 2018 and held it in 6 quarters.
Signet Financial Management's WisdomTree Equity Premium Income Fund position peaked at $355K in Q3 2018.
41 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2019.

Based on Signet Financial Management's 13F filing for Q3 2019, filed 14 Nov 2019.