Diversify Advisory Services’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
$748K Sell
22,824
-357
-2% -$11.7K 0.03% 403
2025
Q1
$712K Buy
23,181
+3,098
+15% +$95.2K 0.04% 282
2024
Q4
$657K Buy
+20,083
New +$657K 0.04% 303