PFGIA
WTPI

Patriot Financial Group Insurance Agency’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-512
Closed -$16K – 2022
2022
Q2 		$16K Sell
512
-95
-16% -$2.97K ﹤0.01% 1094
2022
Q1 		$21K Sell
607
-55
-8% -$1.9K ﹤0.01% 1077
2021
Q4 		$23K Hold
662
– – ﹤0.01% 1173
2021
Q3 		$22K Buy
+662
New +$22K ﹤0.01% 1182