Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
20,342
+1,472
| +8% | +$47.2K | 0.02% | 734 |
|
|
2025
Q1 | $588K | Buy |
18,870
+5,559
| +42% | +$173K | 0.02% | 648 |
|
|
2024
Q4 | $439K | Sell |
13,311
-36,671
| -73% | -$1.21M | 0.02% | 596 |
|
|
2024
Q3 | $1.65M | Buy |
49,982
+38,170
| +323% | +$1.26M | 0.09% | 216 |
|
|
2024
Q2 | $394K | Buy |
+11,812
| New | +$394K | 0.03% | 544 |
|
|
2021
Q2 | – | Sell |
-44
| Closed | -$1K | – | 2058 |
|
|
2021
Q1 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 1617 |
|