TI
WTPI

Tidal Investments’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Tidal Investments’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
2020
Q2 		– Sell
-14,088
Closed -$317K – 318
2020
Q1 		$317K Buy
14,088
+1,520
+12% +$40.6K 0.09% 156
2019
Q4 		$357K Sell
12,568
-2,789
-18% -$78.9K 0.15% 133
2019
Q3 		$424K Buy
15,357
+650
+4% +$18K 0.19% 105
2019
Q2 		$405K Sell
14,707
-276
-2% -$7.49K 0.22% 91
2019
Q1 		$403K Sell
14,983
-21,727
-59% -$573K 0.27% 80
2018
Q4 		$934K Buy
+36,710
New +$1.05M 0.72% 52

Other funds holding WTPI

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Tidal Investments's WTPI Position: Q2 2020 in Review

Tidal Investments sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2020, closing a stake of 14,088 shares — an estimated $317K sold.

Tidal Investments first reported a position in WTPI in Q4 2018 and held it in 6 quarters. The position peaked at $934K in Q4 2018. 34 funds tracked by Wall St. Rank hold WTPI as of Q2 2020.

  • Tidal Investments reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2020 after selling out during the quarter.
  • Tidal Investments sold 14,088 WisdomTree Equity Premium Income Fund shares in Q2 2020, an estimated $317K.
  • Tidal Investments first reported a position in WisdomTree Equity Premium Income Fund in Q4 2018 and held it in 6 quarters.
  • Tidal Investments's WisdomTree Equity Premium Income Fund position peaked at $934K in Q4 2018.
  • 34 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2020.

Based on Tidal Investments's 13F filing for Q2 2020, filed 17 Aug 2020.