DHJJ Financial Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

DHJJ Financial Advisors’s Portfolio WTPI Stock Details WTPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$66	Hold	2	–	–	﹤0.01%	1066
2026 Q1	$64	Hold	2	–	–	﹤0.01%	1057
2025 Q4	$67	Hold	2	–	–	﹤0.01%	1014
2025 Q3	$67	Hold	2	–	–	﹤0.01%	980
2025 Q2	$65	Hold	2	–	–	﹤0.01%	952
2025 Q1	$63	Hold	2	–	–	﹤0.01%	909
2024 Q4	$66	Hold	2	–	–	﹤0.01%	875
2024 Q3	$67	Hold	2	–	–	﹤0.01%	857
2024 Q2	$67	Hold	2	–	–	﹤0.01%	810
2024 Q1	$67	Hold	2	–	–	﹤0.01%	793
2023 Q4	$64	Hold	2	–	–	﹤0.01%	786
2023 Q3	$62	Buy	+2	New	+$64	﹤0.01%	784

Other funds holding WTPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

DHJJ Financial Advisors's WTPI Position: Q2 2026 in Review

DHJJ Financial Advisors held its WisdomTree Equity Premium Income Fund (WTPI) position steady in Q2 2026 at 2 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

DHJJ Financial Advisors first reported a position in WTPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $67 in Q4 2025. 86 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

DHJJ Financial Advisors held 2 shares of WisdomTree Equity Premium Income Fund worth $66 as of Q2 2026.
DHJJ Financial Advisors left its WisdomTree Equity Premium Income Fund share count unchanged in Q2 2026.
WisdomTree Equity Premium Income Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1066 holding.
DHJJ Financial Advisors first reported a position in WisdomTree Equity Premium Income Fund in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's WisdomTree Equity Premium Income Fund position peaked at $67 in Q4 2025.
86 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.