Farther Finance Advisors’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 | $38.4K | Sell |
1,198
-242
| -17% | -$7.75K | ﹤0.01% | 2265 |
|
|
2025
Q1 | $44.9K | Hold |
1,440
| – | – | ﹤0.01% | 1951 |
|
|
2024
Q4 | $47.5K | Hold |
1,440
| – | – | ﹤0.01% | 1687 |
|
|
2024
Q3 | $47.7K | Buy |
+1,440
| New | +$47.7K | ﹤0.01% | 1688 |
|
|
2024
Q2 | – | Sell |
-55
| Closed | -$1.83K | – | 3952 |
|
|
2024
Q1 | $1.83K | Hold |
55
| – | – | ﹤0.01% | 2521 |
|
|
2023
Q4 | $1.74K | Hold |
55
| – | – | ﹤0.01% | 2489 |
|
|
2023
Q3 | $1.69K | Hold |
55
| – | – | ﹤0.01% | 1919 |
|
|
2023
Q2 | $1.78K | Hold |
55
| – | – | ﹤0.01% | 1789 |
|
|
2023
Q1 | $1.71K | Hold |
55
| – | – | ﹤0.01% | 1694 |
|
|
2022
Q4 | $1.65K | Buy |
+55
| New | +$1.65K | ﹤0.01% | 1515 |
|