Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$37K | – | 2457 |
|
|
2019
Q4 | $37K | Hold |
1,300
| – | – | ﹤0.01% | 1316 |
|
|
2019
Q3 | $36K | Hold |
1,300
| – | – | ﹤0.01% | 1250 |
|
|
2019
Q2 | $36K | Hold |
1,300
| – | – | ﹤0.01% | 1274 |
|
|
2019
Q1 | $35K | Hold |
1,300
| – | – | 0.01% | 826 |
|
|
2018
Q4 | $33K | Hold |
1,300
| – | – | 0.01% | 937 |
|
|
2018
Q3 | $40K | Buy |
+1,300
| New | +$40K | 0.02% | 593 |
|
|
2018
Q1 | – | Sell |
-16,975
| Closed | -$493K | – | 425 |
|
|
2017
Q4 | $493K | Buy |
16,975
+1,200
| +8% | +$34.9K | 0.21% | 137 |
|
|
2017
Q3 | $467K | Buy |
+15,775
| New | +$467K | 0.13% | 176 |
|