Carson Wealth (CWM LLC)
WTPI

Carson Wealth (CWM LLC)’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$552K Buy
2025
Q2 		$40K Buy