CW
WTPI

CreativeOne Wealth’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

CreativeOne Wealth’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14,847
Closed -$449K – 700
2021
Q1 		$449K Buy
14,847
+685
+5% +$20.7K 0.03% 351
2020
Q4 		$404K Buy
14,162
+64
+0.5% +$1.83K 0.03% 321
2020
Q3 		$377K Sell
14,098
-530
-4% -$14.2K 0.05% 186
2020
Q2 		$366K Buy
+14,628
New +$366K 0.06% 175