Cary Street Partners Investment Advisory’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
Q4 | – | Sell |
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|
2024
Q3 | $3.4M | Buy |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $199K | Buy |
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|
2023
Q2 | $149K | Buy |
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|
2023
Q1 | $125K | Sell |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $554K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | $28K | Sell |
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|
2020
Q2 | $204K | Buy |
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