Steward Partners Investment Advisory’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
Sell
-750
Closed -$23.4K 4267
2025
Q1
$23.4K Hold
750
﹤0.01% 2737
2024
Q4
$24.7K Buy
+750
New +$24.7K ﹤0.01% 2684