Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $189K | Buy |
6,294
+3,031
| +93% | +$91K | 0.03% | 336 |
|
|
2022
Q3 | $97K | Sell |
3,263
-1,460
| -31% | -$43.4K | 0.03% | 326 |
|
|
2022
Q2 | $151K | Sell |
4,723
-632
| -12% | -$20.2K | 0.05% | 286 |
|
|
2022
Q1 | $188K | Buy |
+5,355
| New | +$188K | 0.05% | 280 |
|
|
2021
Q3 | $215K | Sell |
6,606
-872
| -12% | -$28.4K | 0.08% | 204 |
|
|
2021
Q2 | $237K | Buy |
+7,478
| New | +$237K | 0.09% | 199 |
|