Atlantic Private Wealth’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 | $282K | Hold |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $327K | Hold |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $331K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $314K | Hold |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $317K | Hold |
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|
2022
Q1 | $348K | Hold |
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|
2021
Q4 | $3.41M | Buy |
|