Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11K | Buy |
+222
| New | +$7.11K | ﹤0.01% | 2904 |
|
|
2025
Q1 | – | Sell |
-750
| Closed | -$24.7K | – | 4000 |
|
|
2024
Q4 | $24.7K | Buy |
+750
| New | +$24.7K | ﹤0.01% | 2429 |
|
|
2024
Q3 | – | Sell |
-4,024
| Closed | -$134K | – | 3879 |
|
|
2024
Q2 | $134K | Buy |
+4,024
| New | +$134K | ﹤0.01% | 1715 |
|
|
2022
Q4 | – | Sell |
-56
| Closed | -$2K | – | 3496 |
|
|
2022
Q3 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 2914 |
|