GWANC
WTPI
Guardian Wealth Advisors (North Carolina)’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Sell |
500
-450
| -47% | -$14.4K | ﹤0.01% | 460 |
|
|
2025
Q1 | $29.6K | Hold |
950
| – | – | ﹤0.01% | 416 |
|
|
2024
Q4 | $31.3K | Hold |
950
| – | – | ﹤0.01% | 389 |
|
|
2024
Q3 | $31.4K | Buy |
950
+450
| +90% | +$14.9K | ﹤0.01% | 332 |
|
|
2024
Q2 | $16.7K | Buy |
+500
| New | +$16.7K | ﹤0.01% | 350 |
|