HB Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $371K | Buy |
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|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $408K | Sell |
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|
2024
Q3 | $449K | Sell |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $553K | Sell |
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|
2023
Q4 | $586K | Buy |
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|
2023
Q3 | $566K | Sell |
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|
2023
Q2 | $1.06M | Sell |
|
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|
2023
Q1 | $1.71M | Sell |
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|
2022
Q4 | $2.72M | Buy |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $1.47M | Hold |
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|
2022
Q1 | $1.61M | Hold |
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|
2021
Q4 | $1.58M | Buy |
|