Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $195K | Sell |
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|
2021
Q4 | $229K | Sell |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $288K | Sell |
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|
2021
Q1 | $48.7M | Sell |
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|
2020
Q4 | $46.9M | Sell |
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|
2020
Q3 | $44.6M | Buy |
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|
2020
Q2 | $41.1M | Buy |
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|
2020
Q1 | $36.2M | Buy |
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|
2019
Q4 | $44.5M | Buy |
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|
2019
Q3 | $39.3M | Buy |
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|
2019
Q2 | $38.8M | Buy |
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|
2019
Q1 | $37.4M | Buy |
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|
2018
Q4 | $33.8M | Buy |
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