T
WTPI

TRUADVICE’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

TRUADVICE’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
2023
Q3 		– Sell
-8,921
Closed -$287K – 296
2023
Q2 		$287K Sell
8,921
-859
-9% -$27.2K 0.11% 189
2023
Q1 		$307K Buy
9,780
+458
+5% +$14.1K 0.12% 167
2022
Q4 		$287K Sell
9,322
-286
-3% -$8.73K 0.15% 127
2022
Q3 		$293K Sell
9,608
-412
-4% -$13.3K 0.16% 110
2022
Q2 		$332K Sell
10,020
-281
-3% -$9.38K 0.18% 109
2022
Q1 		$350K Sell
10,301
-1,206
-10% -$41K 0.2% 96
2021
Q4 		$392K Buy
11,507
+186
+2% +$6.29K 0.37% 80
2021
Q3 		$384K Sell
11,321
-29,572
-72% -$959K 0.35% 80
2021
Q2 		$1.31M Buy
40,893
+3,061
+8% +$94.4K 0.29% 85
2021
Q1 		$1.16M Buy
37,832
+1,977
+6% +$57.8K 0.34% 69
2020
Q4 		$1.03M Buy
35,855
+2,056
+6% +$56.9K 0.31% 79
2020
Q3 		$914K Buy
+33,799
New +$883K 0.37% 67

Other funds holding WTPI

CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

TRUADVICE's WTPI Position: Q3 2023 in Review

TRUADVICE sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q3 2023, closing a stake of 8,921 shares — an estimated $287K sold.

TRUADVICE first reported a position in WTPI in Q3 2020 and held it in 12 quarters. The position peaked at $1.31M in Q2 2021. 35 funds tracked by Wall St. Rank hold WTPI as of Q3 2023.

  • TRUADVICE reported no remaining WisdomTree Equity Premium Income Fund position as of Q3 2023 after selling out during the quarter.
  • TRUADVICE sold 8,921 WisdomTree Equity Premium Income Fund shares in Q3 2023, an estimated $287K.
  • TRUADVICE first reported a position in WisdomTree Equity Premium Income Fund in Q3 2020 and held it in 12 quarters.
  • TRUADVICE's WisdomTree Equity Premium Income Fund position peaked at $1.31M in Q2 2021.
  • 35 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.