MTIC
WTPI

Missouri Trust & Investment Company’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Missouri Trust & Investment Company’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9
Closed -$300 – 414
2024
Q1 		$300 Buy
+9
New +$293 ﹤0.01% 403

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OWM
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CSPAM
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S4W
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CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
CSPIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Missouri Trust & Investment Company's WTPI Position: Q2 2024 in Review

Missouri Trust & Investment Company sold out of WisdomTree Equity Premium Income Fund (WTPI) in Q2 2024, closing a stake of 9 shares — an estimated $300 sold.

Missouri Trust & Investment Company first reported a position in WTPI in Q1 2024 and held it in 1 quarter. The position peaked at $300 in Q1 2024. 49 funds tracked by Wall St. Rank hold WTPI as of Q2 2024.

  • Missouri Trust & Investment Company reported no remaining WisdomTree Equity Premium Income Fund position as of Q2 2024 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 9 WisdomTree Equity Premium Income Fund shares in Q2 2024, an estimated $300.
  • Missouri Trust & Investment Company first reported a position in WisdomTree Equity Premium Income Fund in Q1 2024 and held it in 1 quarter.
  • Missouri Trust & Investment Company's WisdomTree Equity Premium Income Fund position peaked at $300 in Q1 2024.
  • 49 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2024.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2024, filed 14 Aug 2024.