Raymond James Trust’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 | $1.49M | Buy |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $3.15M | Sell |
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|
2023
Q4 | $3.01M | Buy |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $1.92M | Sell |
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|
2023
Q1 | $1.85M | Sell |
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $1.88M | Sell |
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|
2022
Q2 | $2.04M | Hold |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $290K | Buy |
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