MIM
WTPI
Macroview Investment Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,252
| Closed | -$41.7K | – | 711 |
|
|
2024
Q1 | $41.7K | Buy |
1,252
+37
| +3% | +$1.23K | 0.05% | 142 |
|
|
2023
Q4 | $38.5K | Sell |
1,215
-451
| -27% | -$14.3K | 0.05% | 140 |
|
|
2023
Q3 | $51.2K | Sell |
1,666
-105
| -6% | -$3.23K | 0.07% | 113 |
|
|
2023
Q2 | $57.4K | Buy |
1,771
+25
| +1% | +$810 | 0.09% | 85 |
|
|
2023
Q1 | $54.2K | Sell |
1,746
-659
| -27% | -$20.5K | 0.09% | 86 |
|
|
2022
Q4 | $72.2K | Buy |
2,405
+41
| +2% | +$1.23K | 0.12% | 75 |
|
|
2022
Q3 | $70K | Hold |
2,364
| – | – | 0.13% | 72 |
|
|
2022
Q2 | $76K | Hold |
2,364
| – | – | 0.12% | 72 |
|
|
2022
Q1 | $83K | Sell |
2,364
-1,631
| -41% | -$57.3K | 0.12% | 72 |
|
|
2021
Q4 | $138K | Hold |
3,995
| – | – | 0.18% | 54 |
|
|
2021
Q3 | $130K | Buy |
3,995
+1,002
| +33% | +$32.6K | 0.17% | 54 |
|
|
2021
Q2 | $95K | Hold |
2,993
| – | – | 0.13% | 64 |
|
|
2021
Q1 | $90K | Sell |
2,993
-752
| -20% | -$22.6K | 0.13% | 61 |
|
|
2020
Q4 | $107K | Buy |
3,745
+111
| +3% | +$3.17K | 0.16% | 53 |
|
|
2020
Q3 | $97K | Sell |
3,634
-42
| -1% | -$1.12K | 0.17% | 50 |
|
|
2020
Q2 | $92K | Sell |
3,676
-13,221
| -78% | -$331K | 0.19% | 47 |
|
|
2020
Q1 | $380K | Sell |
16,897
-17,587
| -51% | -$396K | 0.81% | 24 |
|
|
2019
Q4 | $982K | Buy |
34,484
+9,536
| +38% | +$272K | 2.04% | 14 |
|
|
2019
Q3 | $689K | Sell |
24,948
-2,392
| -9% | -$66.1K | 1.49% | 17 |
|
|
2019
Q2 | $753K | Buy |
27,340
+1,290
| +5% | +$35.5K | 1.95% | 14 |
|
|
2019
Q1 | $702K | Buy |
26,050
+14,273
| +121% | +$385K | 1.74% | 14 |
|
|
2018
Q4 | $300K | Buy |
+11,777
| New | +$300K | 0.96% | 23 |
|