Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $397K | Hold |
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|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $372K | Hold |
|
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|
2024
Q4 | $393K | Sell |
|
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|
2024
Q3 | $445K | Hold |
|
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|
2024
Q2 | $448K | Hold |
|
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|
2024
Q1 | $447K | Hold |
|
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $413K | Hold |
|
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|
2023
Q2 | $435K | Hold |
|
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|
2023
Q1 | $417K | Hold |
|
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|
2022
Q4 | $403K | Hold |
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|
2022
Q3 | $401K | Hold |
|
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|
2022
Q2 | $429K | Sell |
|
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|
2022
Q1 | $516K | Hold |
|
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|
2021
Q4 | $507K | Hold |
|
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|
2021
Q3 | $478K | Hold |
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|
2021
Q2 | $466K | Sell |
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|
2021
Q1 | $493K | Buy |
|