Wealthcare Advisory Partners’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Wealthcare Advisory Partners’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
2019 Q1	–	Sell	-106	Closed	-$3K	–	1287
2018 Q4	$3K	Buy	106 +6	+6%	+$171	﹤0.01%	1042
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	1092
2018 Q2	$3K	Buy	+100	New	+$2.91K	﹤0.01%	1089
2017 Q4	–	Sell	-228	Closed	-$7K	–	1199
2017 Q3	$7K	Buy	+228	New	+$6.67K	﹤0.01%	606

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Wealthcare Advisory Partners's WTPI Position: Q1 2019 in Review

Wealthcare Advisory Partners sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q1 2019, closing a stake of 106 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in WTPI in Q3 2017 and held it in 4 quarters. The position peaked at $7K in Q3 2017. 50 funds tracked by Wall St. Rank hold WTPI as of Q1 2019.

Wealthcare Advisory Partners reported no remaining WisdomTree Equity Premium Income Fund position as of Q1 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 106 WisdomTree Equity Premium Income Fund shares in Q1 2019, an estimated $3K.
Wealthcare Advisory Partners first reported a position in WisdomTree Equity Premium Income Fund in Q3 2017 and held it in 4 quarters.
Wealthcare Advisory Partners's WisdomTree Equity Premium Income Fund position peaked at $7K in Q3 2017.
50 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q1 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2019, filed 13 May 2019.