IFWM
WTPI
Institute for Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,085
| Closed | -$407K | – | 438 |
|
|
2020
Q1 | $407K | Sell |
18,085
-1,209
| -6% | -$27.2K | 0.13% | 221 |
|
|
2019
Q4 | $549K | Sell |
19,294
-2,202
| -10% | -$62.7K | 0.12% | 235 |
|
|
2019
Q3 | $594K | Sell |
21,496
-8,851
| -29% | -$245K | 0.15% | 207 |
|
|
2019
Q2 | $836K | Buy |
30,347
+662
| +2% | +$18.2K | 0.19% | 165 |
|
|
2019
Q1 | $799K | Sell |
29,685
-25,717
| -46% | -$692K | 0.17% | 160 |
|
|
2018
Q4 | $1.41M | Sell |
55,402
-30,844
| -36% | -$785K | 0.58% | 44 |
|
|
2018
Q3 | $2.65M | Buy |
86,246
+18,676
| +28% | +$574K | 0.89% | 24 |
|
|
2018
Q2 | $1.99M | Sell |
67,570
-2,241
| -3% | -$66.1K | 0.63% | 46 |
|
|
2018
Q1 | $2.02M | Sell |
69,811
-55,834
| -44% | -$1.61M | 0.59% | 41 |
|
|
2017
Q4 | $3.65M | Buy |
125,645
+58,423
| +87% | +$1.7M | 0.84% | 15 |
|
|
2017
Q3 | $1.98M | Buy |
67,222
+18,267
| +37% | +$539K | 0.64% | 40 |
|
|
2017
Q2 | $1.42M | Buy |
+48,955
| New | +$1.42M | 0.39% | 68 |
|