GWM
WTPI

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

Geneos Wealth Management’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-350
Closed -$11.7K – 2191
2024
Q1 		$11.7K Buy
+350
New +$11.7K ﹤0.01% 1509
2018
Q4 		– Sell
-249
Closed -$7K – 2497
2018
Q3 		$7K Buy
+249
New +$7K ﹤0.01% 1993