Avestar Capital’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 | $3.29M | Buy |
102,818
+1,998
| +2% | +$64K | 0.23% | 70 |
|
|
2025
Q1 | $3.14M | Sell |
100,820
-17,802
| -15% | -$554K | 0.27% | 65 |
|
|
2024
Q4 | $3.91M | Sell |
118,622
-4,185
| -3% | -$138K | 0.33% | 59 |
|
|
2024
Q3 | $4.06M | Sell |
122,807
-13,056
| -10% | -$432K | 0.42% | 48 |
|
|
2024
Q2 | $4.53M | Buy |
135,863
+26,818
| +25% | +$895K | 0.47% | 48 |
|
|
2024
Q1 | $3.63M | Sell |
109,045
-10,995
| -9% | -$366K | 0.38% | 49 |
|
|
2023
Q4 | $3.81M | Buy |
120,040
+26,235
| +28% | +$832K | 0.43% | 44 |
|
|
2023
Q3 | $2.88M | Buy |
+93,805
| New | +$2.88M | 0.41% | 47 |
|