Raymond James & Associates’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $935K | Buy |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $300K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $351K | Hold |
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|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $374K | Hold |
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|
2022
Q1 | $411K | Hold |
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|
2021
Q4 | $404K | Sell |
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|
2021
Q3 | $395K | Sell |
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|
2021
Q2 | $446K | Sell |
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|
2021
Q1 | $583K | Buy |
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|
2020
Q4 | $401K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.93M | Sell |
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|
2018
Q3 | $3.83M | Buy |
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|
2018
Q2 | $3.64M | Sell |
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|
2018
Q1 | $3.63M | Buy |
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|
2017
Q4 | $3.66M | Buy |
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|
2017
Q3 | $3.44M | Buy |
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|
2017
Q2 | $3.23M | Buy |
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|
2017
Q1 | $3.02M | Buy |
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