Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 10060 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 10076 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 9720 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 9392 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 9168 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8950 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8728 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8514 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 8195 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 8203 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 8032 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7896 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7747 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7596 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7325 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7046 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6778 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6558 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6336 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6179 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6087 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6002 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5849 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5862 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5757 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5671 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5513 |
|