Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-41,880
| Closed | -$943K | – | 130 |
|
|
2020
Q1 | $943K | Buy |
41,880
+10,928
| +35% | +$246K | 0.25% | 46 |
|
|
2019
Q4 | $882K | Buy |
+30,952
| New | +$882K | 0.29% | 40 |
|
|
2019
Q2 | – | Sell |
-12,423
| Closed | -$335K | – | 112 |
|
|
2019
Q1 | $335K | Sell |
12,423
-1,685
| -12% | -$45.4K | 0.13% | 77 |
|
|
2018
Q4 | $359K | Buy |
+14,108
| New | +$359K | 0.17% | 72 |
|