HB Wealth Management, LLC
Position in WTPI — WisdomTree Equity Premium Income Fund
CIK 1911253
Atlanta, GA
All Filings in WTPI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTPI | $263,544 | 8,259 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 WTPI | $270,565 | 8,194 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 WTPI | $370,927 | 11,149 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 WTPI | $228,477 | 7,131 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 WTPI | $349,920 | 11,237 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 WTPI | $407,789 | 12,370 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 WTPI | $449,431 | 13,578 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 WTPI | $507,872 | 15,224 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 WTPI | $553,346 | 16,617 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 WTPI | $585,657 | 18,475 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 WTPI | $566,138 | 18,429 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 WTPI | $1,060,258 | 32,720 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 WTPI | $1,705,927 | 54,959 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 WTPI | $2,724,232 | 90,711 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 WTPI | $1,944,191 | 65,191 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 WTPI | $1,464,675 | 45,837 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 WTPI | $1,609,337 | 45,837 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 WTPI | $1,581,834 | 45,837 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||