Granite Bay Wealth Management’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 | $6.21M | Buy |
193,765
+20,618
| +12% | +$661K | 2% | 18 |
|
|
2025
Q1 | $5.39M | Buy |
173,147
+9,683
| +6% | +$302K | 1.87% | 21 |
|
|
2024
Q4 | $5.39M | Buy |
163,464
+92,953
| +132% | +$3.06M | 2% | 20 |
|
|
2024
Q3 | $2.33M | Buy |
70,511
+46,721
| +196% | +$1.55M | 1.31% | 18 |
|
|
2024
Q2 | $794K | Buy |
23,790
+16,067
| +208% | +$536K | 0.43% | 33 |
|
|
2024
Q1 | $257K | Sell |
7,723
-5,877
| -43% | -$196K | 0.15% | 69 |
|
|
2023
Q4 | $431K | Buy |
+13,600
| New | +$431K | ﹤0.01% | 256 |
|