HERITAGE WEALTH MANAGEMENT, LLC
Position in WTPI — WisdomTree Equity Premium Income Fund
CIK 1834505
PHOENIX, AZ
All Filings in WTPI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-12-31 WTPI | $189,021 | 6,294 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 WTPI | $97,312 | 3,263 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 WTPI | $150,918 | 4,723 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 WTPI | $188,014 | 5,355 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 WTPI | $215,091 | 6,606 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 WTPI | $237,493 | 7,478 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||