CAAS
WTPI

Capital Asset Advisory Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Capital Asset Advisory Services’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Hold
0
– – – 103
2018
Q4 		– Hold
0
– – – 115
2018
Q3 		– Hold
0
– – – 110
2018
Q1 		– Sell
-10,472
Closed -$304K – 112
2017
Q4 		$304K Buy
10,472
+2,847
+37% +$82.6K 0.28% 85
2017
Q3 		$225K Buy
+7,625
New +$225K 0.2% 100