Allworth Financial’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-356
| Closed | -$11K | – | 3171 |
|
2022
Q2 | $11K | Hold |
356
| – | – | ﹤0.01% | 1557 |
|
2022
Q1 | $12K | Hold |
356
| – | – | ﹤0.01% | 1444 |
|
2021
Q4 | $12K | Hold |
356
| – | – | ﹤0.01% | 1343 |
|
2021
Q3 | $12K | Hold |
356
| – | – | ﹤0.01% | 1249 |
|
2021
Q2 | $11K | Buy |
+356
| New | +$11K | ﹤0.01% | 1031 |
|