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

United Capital 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
2021 Q2	–	Sell	-9,908	Closed	-$299K	–	1265
2021 Q1	$299K	Hold	9,908	–	–	﹤0.01%	983
2020 Q4	$283K	Buy	9,908 +166	+2%	+$4.6K	﹤0.01%	1018
2020 Q3	$261K	Sell	9,742 -3,015	-24%	-$78.8K	﹤0.01%	997
2020 Q2	$319K	Hold	12,757	–	–	﹤0.01%	987
2020 Q1	$287K	Hold	12,757	–	–	﹤0.01%	984
2019 Q4	$363K	Hold	12,757	–	–	﹤0.01%	1075
2019 Q3	$352K	Hold	12,757	–	–	﹤0.01%	1041
2019 Q2	$351K	Buy	+12,757	New	+$346K	﹤0.01%	1152
2018 Q4	–	Sell	-11,028	Closed	-$338K	–	1376
2018 Q3	$338K	Hold	11,028	–	–	﹤0.01%	1067
2018 Q2	$325K	Hold	11,028	–	–	﹤0.01%	1060
2018 Q1	$311K	Buy	+11,028	New	+$317K	﹤0.01%	1082

Other funds holding WTPI

CCM

Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's WTPI Position: Q2 2021 in Review

United Capital Financial Advisors sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2021, closing a stake of 9,908 shares — an estimated $299K sold.

United Capital Financial Advisors first reported a position in WTPI in Q1 2018 and held it in 11 quarters. The position peaked at $363K in Q4 2019. 35 funds tracked by Wall St. Rank hold WTPI as of Q2 2021.

United Capital Financial Advisors reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2021 after selling out during the quarter.
United Capital Financial Advisors sold 9,908 WisdomTree Equity Premium Income Fund shares in Q2 2021, an estimated $299K.
United Capital Financial Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q1 2018 and held it in 11 quarters.
United Capital Financial Advisors's WisdomTree Equity Premium Income Fund position peaked at $363K in Q4 2019.
35 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.