Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $407K | Sell |
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|
2019
Q4 | $549K | Sell |
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|
2019
Q3 | $594K | Sell |
|
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|
2019
Q2 | $836K | Buy |
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|
2019
Q1 | $799K | Sell |
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|
2018
Q4 | $1.41M | Sell |
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|
2018
Q3 | $2.65M | Buy |
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|
2018
Q2 | $1.99M | Sell |
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|
2018
Q1 | $2.02M | Sell |
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|
2017
Q4 | $3.65M | Buy |
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|
2017
Q3 | $1.98M | Buy |
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|
2017
Q2 | $1.42M | Buy |
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