StoneX Group
WTPI icon

StoneX Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

StoneX Group’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
2017
Q3 		– Sell
-19,108
Closed -$554K – 367
2017
Q2 		$554K Buy
+19,108
New +$548K 0.17% 193

Other funds holding WTPI

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

StoneX Group's WTPI Position: Q3 2017 in Review

StoneX Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2017, closing a stake of 19,108 shares — an estimated $554K sold.

StoneX Group first reported a position in WTPI in Q2 2017 and held it in 1 quarter. The position peaked at $554K in Q2 2017. 32 funds tracked by Wall St. Rank hold WTPI as of Q3 2017.

  • StoneX Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2017 after selling out during the quarter.
  • StoneX Group sold 19,108 WisdomTree Equity Premium Income Fund shares in Q3 2017, an estimated $554K.
  • StoneX Group first reported a position in WisdomTree Equity Premium Income Fund in Q2 2017 and held it in 1 quarter.
  • StoneX Group's WisdomTree Equity Premium Income Fund position peaked at $554K in Q2 2017.
  • 32 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2017.

Based on StoneX Group's 13F filing for Q3 2017, filed 13 Nov 2017.