AE Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4K | Sell |
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|
2025
Q1 | $25K | Buy |
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|
2024
Q4 | $15.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $14.2M | Buy |
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|
2023
Q1 | $11.3M | Buy |
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|
2022
Q4 | $9.19M | Sell |
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|
2022
Q3 | $9.26M | Buy |
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|
2022
Q2 | $3.63M | Sell |
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|
2022
Q1 | $4.01M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $492K | Buy |
|