Kestra Advisory Services’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 | $634K | Buy |
19,787
+8,622
| +77% | +$276K | ﹤0.01% | 1808 |
|
|
2025
Q1 | $348K | Buy |
11,165
+2,857
| +34% | +$89K | ﹤0.01% | 2063 |
|
|
2024
Q4 | $274K | Buy |
+8,308
| New | +$274K | ﹤0.01% | 2285 |
|
|
2021
Q2 | – | Sell |
-11,924
| Closed | -$360K | – | 2039 |
|
|
2021
Q1 | $360K | Sell |
11,924
-2,584
| -18% | -$78K | ﹤0.01% | 1358 |
|
|
2020
Q4 | $412K | Buy |
+14,508
| New | +$412K | ﹤0.01% | 1310 |
|