Opes Wealth Management LLC
Position in WTPI — WisdomTree Equity Premium Income Fund
CIK 1766918
MENLO PARK, CA
All Filings in WTPI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTPI | $3,692,976 | 115,731 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 WTPI | $3,723,995 | 112,780 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 WTPI | $3,657,404 | 109,931 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 WTPI | $3,419,661 | 106,731 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 WTPI | $3,163,543 | 101,591 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 WTPI | $2,890,920 | 87,694 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 WTPI | $2,858,019 | 86,345 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 WTPI | $2,773,550 | 83,140 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 WTPI | $2,782,115 | 83,547 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 WTPI | $2,573,976 | 81,198 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 WTPI | $2,406,174 | 78,326 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 WTPI | $1,943,753 | 59,985 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 WTPI | $1,632,859 | 52,605 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 WTPI | $1,475,712 | 49,138 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 WTPI | $1,530,635 | 51,324 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 WTPI | $1,629,462 | 50,994 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 WTPI | $1,825,579 | 51,996 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 WTPI | $1,820,575 | 52,755 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 WTPI | $1,664,727 | 51,128 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 WTPI | $1,561,304 | 49,161 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 WTPI | $1,370,853 | 45,397 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 WTPI | $1,183,000 | 4,170,743 | Put | Sole | 2021-01-29 | |
| 2020-09-30 WTPI | $1,026,000 | 3,832,672 | Put | Sole | 2020-11-09 | |
| 2020-06-30 WTPI | $854,000 | 3,410,672 | Put | Sole | 2020-08-11 | |
| 2020-03-31 WTPI | $815,000 | 3,620,638 | Put | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||