SCA
WTPI icon

Stonebridge Capital Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Stonebridge Capital 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
2022
Q4 		– Sell
-1,200
Closed -$36K – 1135
2022
Q3 		$36K Buy
+1,200
New +$38.6K ﹤0.01% 384

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $137M AUM 4.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Raymond James Trust
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return

Stonebridge Capital Advisors's WTPI Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2022, closing a stake of 1,200 shares — an estimated $36K sold.

Stonebridge Capital Advisors first reported a position in WTPI in Q3 2022 and held it in 1 quarter. The position peaked at $36K in Q3 2022. 39 funds tracked by Wall St. Rank hold WTPI as of Q4 2022.

  • Stonebridge Capital Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 1,200 WisdomTree Equity Premium Income Fund shares in Q4 2022, an estimated $36K.
  • Stonebridge Capital Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2022 and held it in 1 quarter.
  • Stonebridge Capital Advisors's WisdomTree Equity Premium Income Fund position peaked at $36K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.