Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.49M | Sell |
45,837
-231
| -0.5% | -$7.52K | 0.03% | 180 |
|
|
2021
Q2 | $1.46M | Hold |
46,068
| – | – | 0.03% | 179 |
|
|
2021
Q1 | $1.39M | Sell |
46,068
-1,932
| -4% | -$58.3K | 0.04% | 175 |
|
|
2020
Q4 | $1.37M | Buy |
48,000
+37
| +0.1% | +$1.06K | 0.04% | 165 |
|
|
2020
Q3 | $1.28M | Sell |
47,963
-454
| -0.9% | -$12.1K | 0.04% | 132 |
|
|
2020
Q2 | $1.21M | Buy |
48,417
+30,814
| +175% | +$771K | 0.05% | 120 |
|
|
2020
Q1 | $396K | Sell |
17,603
-139
| -0.8% | -$3.13K | 0.02% | 209 |
|
|
2019
Q4 | $505K | Buy |
+17,742
| New | +$505K | 0.02% | 226 |
|