OWM
WTPI
Orgel Wealth Management’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,712
| Closed | -$206K | – | 42 |
|
|
2018
Q3 | $206K | Sell |
6,712
-177
| -3% | -$5.43K | 0.09% | 38 |
|
|
2018
Q2 | $203K | Buy |
+6,889
| New | +$203K | 0.05% | 41 |
|
|
2018
Q1 | – | Sell |
-3,364,860
| Closed | -$97.8M | – | 48 |
|
|
2017
Q4 | $97.8M | Buy |
3,364,860
+224,055
| +7% | +$6.51M | 23.67% | 3 |
|
|
2017
Q3 | $92.6M | Buy |
3,140,805
+55,781
| +2% | +$1.64M | 32.3% | 2 |
|
|
2017
Q2 | $89.5M | Buy |
3,085,024
+3,077,544
| +41,144% | +$89.3M | 32.65% | 2 |
|
|
2017
Q1 | $212K | Buy |
+7,480
| New | +$212K | 0.09% | 24 |
|