HighTower Advisors’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 | – | Sell |
-9,164
| Closed | -$285K | – | 3743 |
|
2025
Q1 | $285K | Buy |
+9,164
| New | +$285K | ﹤0.01% | 2890 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 3684 |
|
2024
Q2 | – | Sell |
-8,982
| Closed | -$299K | – | 3523 |
|
2024
Q1 | $299K | Buy |
+8,982
| New | +$299K | ﹤0.01% | 2673 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3090 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3054 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 2678 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 2431 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 2309 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 2330 |
|