Cary Street Partners Asset Management’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
2024
Q3
$3.6M Buy
2024
Q2
$2.33M Buy
2024
Q1
$518K Buy
2023
Q4
$418K Buy
2023
Q1
Sell
2022
Q4
$1.53M Buy
2022
Q1
Sell
2021
Q4
$366K Buy