Castle Wealth Management’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 | $8.06M | Buy |
251,640
+16,573
| +7% | +$531K | 2.93% | 6 |
|
|
2025
Q1 | $7.32M | Buy |
235,067
+13,323
| +6% | +$415K | 2.87% | 5 |
|
|
2024
Q4 | $7.31M | Buy |
221,744
+17,107
| +8% | +$564K | 2.88% | 5 |
|
|
2024
Q3 | $6.77M | Buy |
204,637
+158,841
| +347% | +$5.26M | 2.7% | 6 |
|
|
2024
Q2 | $1.53M | Buy |
45,796
+26,152
| +133% | +$872K | 0.73% | 39 |
|
|
2024
Q1 | $654K | Buy |
+19,644
| New | +$654K | 0.34% | 67 |
|