WCAMG
WTPI

Woodard & Company Asset Management Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Woodard & Company Asset Management 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
2018
Q4 		– Sell
-1,000
Closed -$31K – 241
2018
Q3 		$31K Buy
+1,000
New +$30.3K 0.03% 110

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

Woodard & Company Asset Management Group's WTPI Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q4 2018, closing a stake of 1,000 shares — an estimated $31K sold.

Woodard & Company Asset Management Group first reported a position in WTPI in Q3 2018 and held it in 1 quarter. The position peaked at $31K in Q3 2018. 58 funds tracked by Wall St. Rank hold WTPI as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining WisdomTree Equity Premium Income Fund position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 1,000 WisdomTree Equity Premium Income Fund shares in Q4 2018, an estimated $31K.
  • Woodard & Company Asset Management Group first reported a position in WisdomTree Equity Premium Income Fund in Q3 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's WisdomTree Equity Premium Income Fund position peaked at $31K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.