WCG
WTPI

Weaver Consulting Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-1,300
Closed -$35K – 949
2020
Q3 		$35K Hold
1,300
– – 0.02% 316
2020
Q2 		$33K Buy
+1,300
New +$31.2K 0.02% 313

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Weaver Consulting Group's WTPI Position: Q4 2020 in Review

Weaver Consulting Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2020, closing a stake of 1,300 shares — an estimated $35K sold.

Weaver Consulting Group first reported a position in WTPI in Q2 2020 and held it in 2 quarters. The position peaked at $35K in Q3 2020. 38 funds tracked by Wall St. Rank hold WTPI as of Q4 2020.

  • Weaver Consulting Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 1,300 WisdomTree Equity Premium Income Fund shares in Q4 2020, an estimated $35K.
  • Weaver Consulting Group first reported a position in WisdomTree Equity Premium Income Fund in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's WisdomTree Equity Premium Income Fund position peaked at $35K in Q3 2020.
  • 38 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.