Cetera Investment Advisers’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 | $5.8M | Buy |
181,006
+39,911
| +28% | +$1.28M | 0.01% | 1096 |
|
|
2025
Q1 | $4.39M | Buy |
141,095
+84,453
| +149% | +$2.63M | 0.01% | 1195 |
|
|
2024
Q4 | $1.87M | Sell |
56,642
-3,766
| -6% | -$124K | ﹤0.01% | 1714 |
|
|
2024
Q3 | $2M | Buy |
60,408
+15,250
| +34% | +$505K | ﹤0.01% | 1633 |
|
|
2024
Q2 | $1.51M | Buy |
45,158
+980
| +2% | +$32.7K | ﹤0.01% | 1790 |
|
|
2024
Q1 | $1.47M | Buy |
+44,178
| New | +$1.47M | ﹤0.01% | 1781 |
|
|
2022
Q1 | – | Sell |
-5,882
| Closed | -$203K | – | 1996 |
|
|
2021
Q4 | $203K | Buy |
+5,882
| New | +$203K | ﹤0.01% | 1733 |
|