SWA
WTPI
SFMG Wealth Advisors’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-130,639
| Closed | -$3.52M | – | 164 |
|
|
2019
Q1 | $3.52M | Sell |
130,639
-2,034
| -2% | -$54.8K | 0.51% | 19 |
|
|
2018
Q4 | $3.38M | Sell |
132,673
-236
| -0.2% | -$6.01K | 0.55% | 19 |
|
|
2018
Q3 | $3.86M | Buy |
132,909
+13,858
| +12% | +$403K | 0.59% | 16 |
|
|
2018
Q2 | $3.5M | Buy |
119,051
+19,960
| +20% | +$587K | 0.57% | 14 |
|
|
2018
Q1 | $2.8M | Buy |
99,091
+11,997
| +14% | +$339K | 0.47% | 16 |
|
|
2017
Q4 | $2.53M | Buy |
+87,094
| New | +$2.53M | 0.42% | 21 |
|