KLR Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $577K | Sell |
18,013
-2,678
| -13% | -$85.8K | 0.42% | 63 |
|
|
2023
Q4 | $656K | Sell |
20,691
-387
| -2% | -$12.3K | 0.47% | 49 |
|
|
2023
Q3 | $654K | Sell |
21,078
-682
| -3% | -$21.2K | 0.59% | 43 |
|
|
2023
Q2 | $705K | Buy |
21,760
+682
| +3% | +$22.1K | 0.58% | 39 |
|
|
2023
Q1 | $654K | Buy |
21,078
+1,240
| +6% | +$38.5K | 0.58% | 45 |
|
|
2022
Q4 | $596K | Buy |
+19,838
| New | +$596K | 0.49% | 53 |
|