Pineridge Advisors’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 | $494K | Buy |
15,423
+1,588
| +11% | +$50.9K | 0.18% | 25 |
|
|
2025
Q1 | $431K | Buy |
13,835
+760
| +6% | +$23.7K | 0.17% | 25 |
|
|
2024
Q4 | $431K | Sell |
13,075
-3
| -0% | -$99 | 0.16% | 31 |
|
|
2024
Q3 | $433K | Buy |
13,078
+1,704
| +15% | +$56.4K | 0.16% | 40 |
|
|
2024
Q2 | $379K | Buy |
11,374
+679
| +6% | +$22.7K | 0.13% | 45 |
|
|
2024
Q1 | $356K | Buy |
10,695
+922
| +9% | +$30.7K | 0.13% | 40 |
|
|
2023
Q4 | $310K | Buy |
+9,773
| New | +$310K | 0.1% | 50 |
|