TFA
WTPI

Transamerica Financial Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Transamerica Financial 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
2018
Q4 		– Sell
-159
Closed -$5K – 536
2018
Q3 		$5K Sell
159
-533
-77% -$16.2K ﹤0.01% 340
2018
Q2 		$21K Buy
+692
New +$20.2K ﹤0.01% 250
2018
Q1 		– Sell
-2,226
Closed -$65K – 477
2017
Q4 		$65K Buy
+2,226
New +$65.7K 0.01% 233

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Transamerica Financial Advisors's WTPI Position: Q4 2018 in Review

Transamerica Financial Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2018, closing a stake of 159 shares — an estimated $5K sold.

Transamerica Financial Advisors first reported a position in WTPI in Q4 2017 and held it in 3 quarters. The position peaked at $65K in Q4 2017. 58 funds tracked by Wall St. Rank hold WTPI as of Q4 2018.

  • Transamerica Financial Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2018 after selling out during the quarter.
  • Transamerica Financial Advisors sold 159 WisdomTree Equity Premium Income Fund shares in Q4 2018, an estimated $5K.
  • Transamerica Financial Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q4 2017 and held it in 3 quarters.
  • Transamerica Financial Advisors's WisdomTree Equity Premium Income Fund position peaked at $65K in Q4 2017.
  • 58 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2018.

Based on Transamerica Financial Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.