PWMAG
WTPI

Pinnacle Wealth Management Advisory Group’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,170
Closed -$347K – 204
2019
Q4 		$347K Sell
12,170
-1,380
-10% -$39.3K 0.13% 137
2019
Q3 		$374K Buy
13,550
+1,120
+9% +$30.9K 0.16% 122
2019
Q2 		$342K Buy
12,430
+280
+2% +$7.7K 0.15% 134
2019
Q1 		$327K Buy
+12,150
New +$327K 0.15% 135