Great Valley Advisor Group’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
2023
Q1
Sell
-10,094
Closed -$303K 755
2022
Q4
$303K Sell
10,094
-212
-2% -$6.37K 0.02% 542
2022
Q3
$307K Buy
10,306
+392
+4% +$11.7K 0.02% 531
2022
Q2
$317K Buy
+9,914
New +$317K 0.02% 532